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CRM Software Exclogy

Key Features



Projects

Manage and invoice projects with the poweful project management features. Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per asigned staff.

Invoices

Build professional and great looking invoices. Attach files and send directly to your clients, including the invoice PDF. Ability to setup recurring invoices.

Subscriptions

Create subscription, send the subscription to your customer and let CRM and Stripe do all the work behind the scenes.

Estimate

Create estimates within minutes. Send to your customers and wait for them to accept. Ability to auto convert the estimate to in voice after the customer accepts. Your customers can view and make actions on the estimate even without logging in.
 

Proposals

Create good looking proposals and impress your potential clients or customers. Include images, tables, items, youtube videos, with the powerful editor. Proposal comments allowed for negotiation.
 

Expenses

Creating recurring expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or specific projects.

Payments

Record and receive payments in different currencies.

Auto generated PDF sent to customer. Ability to add partial payments to invoices is available.
 

Leads management

Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals, attach files. Organize your leads in stages and change stages easily with drag and drop.

Web to lead Forms

CRM Web to lead feature allows you to build a web from based on leads fields and custom fields to place it on your website, landing page, ets, as an iframe.
The visitors can then enter their names, email addresses,upload attachments and other basic information, to create a lead directly in the CRM.

Support System

Great suppoprt system that helps you track and resolve issues quickly with ability to auto open ticket from email, insert knowledge base link, add predefined replies.

Calendar

Have clear view of all your company events upcoming invoice payments, contracts expirations,estimates expiration, tasks finish date, reminders.
you'll never miss anything from the calendar!

Custom Fields

You can add custom fields on PDF for invoices, payments, estimates or proposals, and many important feature.
Configure to fit yout business. Ability to show in the customer portal or table.

Tasks

Assign tasks to multiple staff members, add followers, attach files. Let your staff comment on tasks, upload files.

Tasks can be related to mostly all important features.

Knowledge Base

Create knowledge base articles and organize them in groups. Help your customers and build trust.
 

Contracts

Use Contracts feature to lock in current and future sales. Easlily create contract PDF and send the contract directly to the customer email.
 

Reports

Generate reports and have clear view of everything.Keep track of income vs. expenses and leads conversions. Knowledge base report included.

Goals Tracking

Use the Goals tracking feature to keep sales goals in mind. Ability to notify staff members about failure or success.
 

Personal To Do List

Each staff member has their own personal to do items board to increase productivity. Easily change todo status by the drag and drop.
 

Customers Area

The customers area is fully separated from the admin area.Each customer has their own portal where they can keep track of all financial data from your company.
 

More Features



Create Good Looking Proposals

Send proposal to leads or customers and wait for their feedback. Proposal can be accepted directly from any device.
 

Send Estimates to Customers

Ability to create estimates and auto convert to invoice after accepting
 

Adjust Menu Items

Easily drag and drop to adjust the menu items and remove unnecessary features.

Track Timers by Multiple Members

CRM track timers by multiple task asignees
 

Easily Copy Tasks

Copy tasks in no time with all task data including assignees,followers checklist items, atachments.
 

Change Your Color Style

It has never been easier to adjust the colors to fit your brand! Even option for custom. CSS file allowed which will be auto included in the system to make the styling perfect.

Time Sheets Reports

Have a clear view of the time logged for each task, you can use filters to see total loged time by project and by staff member
 

Project Milestones

Create project milestones and organize your tasks for outstanding project workflow.
 

E-Signature

E-signature option available for contracts, proposals and estimates. Let your customers easily sign those documents and make your life easier.

Get your store online fast!

We've all heard stories about web developers who spend months building their store. But with our Professional Web Design and Development team, your eCommerce store will be ready to review within 10days of receiving your materials.

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