You can easily add, edit, and manipulate client profile information as well as track all related projects, invoices, and workflow approval queues
You can manage all aspects of the project, from progress, cost, parameters, completion timeline, project manager, etc.
Workflow Approval System
When a staff member or project manager has completed a task or revision for a client, the â??submissionâ?? is sent to the client for review.
File Upload Tool
You can associate uploads with a project submission.
Project Submissions are also known as drafts, concepts, or revisions.
Task (To-Do) Feature
Project Managers or Staff members can create tasks to complete based on a specific project
This feature enables your team create records based on a client, a project, or a specific task.
Payment Gateway Integration
[url removed, login to view] (AIM)
Support Ticket System
The system features full priority management, ticket assignments, and results tracking.
You have flexibility over the permissions of each staff member, for added security
We have developed a powerful and comprehensive reporting solution
Smart Event Calendar
Event calendar that shows outstanding invoices, projects and tasks based on current/selected month/year
Built in backup/restore feature for backing up and restoring entire database
Visual Form Builder
Create beautiful forms using easy drag/drop form builder. Forms could be used for providing different quotes to your clients, contact or anything else
Customization & Integration
Easy Installation Tool
17 freelanceria on tarjonnut keskimäärin 2988 $ tähän työhön
Will give you the dedicated CRM experts to work for your projects . We are CMMI Level 3 Certified Company. Check Pm for more details Regards, Shree Changepond Technologies Team
Hello Sir/Mam We can do this project for you. Our bid is tentative right now, we will finalize bid amount once specifications are discussed and finalized.