- Business CRM Software.
- Customer management software plus projects, invoicing, help desk, and more. The complete CRM & small business management package.
- Web Project Management.
- Manage customer projects over the web, online CRM. Once a client has been established as a sale, have it automatically convert into a project with all information auto-populating.
- Billing Management Software.
- Capture timesheets, project fees and expenses, and bill by project milestone. Create email invoices, track payments and send notices. All from one system.
- Helpdesk management
- Manage customer service and advance projects in one place. Associate customer service inquiries with projects, timesheets, invoices, and more.
Business CRM software that makes sense.
Business CRM software (Customer Relationship Management) should be more than just looking after your clients. It should also organize your projects/products, cover all your spreadsheets, collate all documents, provide a “help desk” and give you complete time-tracking information; all with one click of your “mouse.” Everything you do in your business is related, why shouldn’t your business software program do the same?
Share documents without email.
Create folder templates for clients. Set permissions for users and clients, and allow remote access over the web. The way document sharing was supposed to work. Create a blog, and publish knowledgebase articles. Set privacy settings to control who can see them, whether public, private, or only a few people.
Software that meets your standards.
A good, comprehensive program will automate many day-to-day tasks and relieve you from the burden of having to organize and “mesh” several software programs together to get the overall picture. No more costly integrations, no over-priced applications or add-ons, all you need is one small business CRM.