Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop. Ability to auto import leads from emails and web to lead forms, import leads from .CSV file included.

Create unlimited web to lead forms and inject in your landing page or website. The visitors can then enter their names, email addresses, upload attachments and other basic information, allow them to request quotes directly from your website. The potential clients information are gathered and the lead is created directly into the CRM. This feature also allows you to import leads into CRM.

Create good looking proposals for leads or customers and impress your potential clients or customers to increase sales. Include images, tables, items, youtube videos, with the powerful editor. Proposal comments allowed for negotiation. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.

Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via built-in sending contracts feature. Ability to send customer reminders before contracts expiry.

Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.

Custom fields can store extra information for customers, leads, tickets, invoices, company, quotations or proposals, and many important features. Configure to fit your business. Ability to show in the customer portal or table.

Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member. Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones.

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

Setup goals and track achievements. Use the Goals Tracking feature to keep sales goals in mind. Ability to notify staff members about failure or success.

Great support ticket system with autoresponse, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accessing the client portal.

Manage staff members. Set staff roles & permissions. Assign your staff to specific departments and ability to auto import tickets by department email. Setup predefined email templates. Company newsfeed to share great company events, upload documents, easy employees communications. Fully responsive. You can easily access your data from mobile or tablet.