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CRM Software

This project received 24 bids from talented freelancers with an average bid price of $5274 USD.

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Project Description

Project Description:

Leads

Lead are the individuals or representatives of organizations who show interest in your products or services.

Create Lead or Import Leads

Contacts

Contact are the people in a company with whom you communicate and interact in pursuit of a business opportunity.

Create Contact or Import Contacts

Accounts

Account are companies or department within a company, with which you make business dealings.

Create Account or Import Accounts

Activities

Activity are a list or register of tasks, events, and calls associated to the CRM records pertaining to different modules.

Create Task or Create Event or Create Call

Easy Setup for Administrator

Social Platform Integration

Listen to customer conversations and engage with them without leaving your CRM account through tweetter. facebook,LinkedIn

Add User

Start building your sales team

Customization

Customize the CRM to your business needs

Personalize your settings

Time Zone and Locale Information

Personalize your CRM account by setting your country locale, time zone, language and personal details.

Invoice

Invoice your customers in their native currency and language. ... payments from customers. In this section let's take a quick look at some of its invoicing features

Ensure faster payments from customers by allowing them to make online payment to your invoices.

Track all your invoices. Quickly see the ones that are paid and the ones that are still open. Easily narrow down to the invoices that are past their due date and take appropriate action. It should be able to track all customer payments and automate sending of payment thank-you mails to your customers.

you should be able to upload your logos, change color themes, update layout and titles of invoices and estimates.

Themes

Themes give individual users the option to customize the colors and layout of their CRM account.

Upload your Company logo

allows organizations to change the default logo to your company logo. The customized company logo will appear for all the users within the account.

Other features

Ability to integrate invoice with CRM and Projects. You can easily import your accounts and contacts from CRM and use that information for invoicing. Similarly you can directly bill for your time sheet maintained in Projects using Invoice.

It should be able to Use APIs to mash Invoice with any of the business application.

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Breakdown Features

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Creates Standard Invoices

PDF Invoicing

Customizable Invoices

Integrated Email Invoicing

Built-in Timer

Billing & Payment Features

Accepts partial payments

One payment to multiple invoices

Recurring transactions

Emails overdue statements

Automatic billing

Customer Relationship Management (CRM)

Customer profiles

Tracks Invoices per customer

Saves bill to and ship to addresses with sms alert forexample you have a customer meeting in two hours. An hour before the meeting, you receive an SMS with the customer’s name and the time of the meeting

Stores preferred payment methods

Additional Features

PDF or exportable reports

Supports multiple businesses

Processes credit card payments

Mobile phone support

Free Telephone Support

Supported Operating Systems

Windows 8

Windows 7

Windows Vista

Windows XP

Web based

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