Best Stand Alone Online CRM

Best Stand Alone Online CRM Software Offer Bangalore – South India NEWD

Best Stand Alone Online CRM Software Offer Bangalore – South India NEWD: Are you running an online business or website and fed up with monthly CRM billing charges? Are monthly CRM bills burning your pocket?

We have a piece of good news for you:

Yes! You have heard it right, We are offering stand-alone online CRM for Small & Medium businesses.

We know you will like it because it is a one-time investment of Rs. Approx 24 thousand.

We will install CRM on your server, we will provide you admin panel, from where you can manage everything.

Be the boss of your own.

Important Server/hosting is not included.

The features are as follows:

1. 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 members.
2. Build professional and great-looking invoices. Attach files and send them directly to your clients including the invoice PDF. The invoice with a different tax based on item. Create recurring invoices that will be regenerated automatically based on your setup for recurring invoices (every X months). You can set recurring starting from 1 month to 12 months.
3. Create an estimate within a minute. Sent to your customers and wait to accept. Ability to auto converts the estimate to invoice after the customer accepts. Your customers can view and make actions the estimate even without login.
4. Create good-looking proposals and impress your potential clients or customers. Include images, tables, youtube videos with the powerful editor. Proposals’ comments allowed for further discussion with the customer.
5. With the simple KanBan, you can keep track of leads and easily follow their progress. Attach files, convert the lead to customer, auto import leads from email, create proposals, leave notes.
6. Record company 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 projects.
7. Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe, Bank transfer offline option is also there. Auto-generated PDF after each recorded payment.
8. Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.
9. Add knowledge base articles from the text editor. “Did you find this article useful?” vote included in clients area.
10. Assign the task to multiple employees, add task followers, task comments allowed, task attachments.
11. Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and to your customers via the built-in sending contracts feature. Ability to send customer reminders before contracts expiry.
12. Create surveys and impress your customers. Add your question and improve your company’s productivity. Ability to send surveys to leads/customers/staff members and manually create mail lists.
13. Have a clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date
14. Generate powerful survey reports
15. Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is useful to clients, improve text based on votes)
16. Available Custom fields for most of the important features. You can add custom fields to PDF invoices, estimates, etc.

For demo please mark us an email at info@northeastwebdesigner.com

Terms & Conditions:

The CRM will be the same as the demo which we will show before starting your work.

USER AGREEMENT:

1: Northeastwebdesigner may use free or purchased third-party web script source code/web source code to design and develop your project.

Best Stand Alone Online CRM Software Offer Bangalore – South India NEWD: Are you running an online business or website and fed up with monthly CRM billing charges?.

Bangalore, Hyderabad, Chennai, Kochi, Vijayawada,