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

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

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

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

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 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 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.

Breakdown Features
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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