An efficient and robust Customer Relationship Management software is an ideal solution for all businesses, freelancers, medical practitioners and many other users to streamline their services and expand customer base by developing a clearer insight into the customers’ preferences and needs. A professional CRM system helps you in increasing business productivity and efficiency simultaneously with detail insights into customer database CRM Solutions In Houston
In business, understanding the needs of customers is essential and CRM helps you do it the right way!
Build professional looking invoices. Create your customized invoice for each customer and add different tax based items. For recurring invoices, auto-create invoices periodically.
Create accurate estimates in no time. Automatically convert the estimates to invoice, once it gets accepted by customers private equity crm solutions
Impress your clients with a professional created aesthetic proposals. Include tables, videos, and images to your proposals with the help of powerful editor. Allow commenting on proposals for further discussion with customers.
Keep close track of all the leads and follow them simultaneously. Import leads from emails, leave notes and convert leads to customers with just few clicks.
Keep complete track of company’s expenses. Create an auto-recurring expense periodically, maintain billable expenses to customers in a clean and simple way.
Receive and record payment received in varying currencies. Multiple payment modules include Paypal and Stripe. Automatic generation of PDF records after each received payment
Easily add knowledge base articles using the powerful text editor
Assign single tasks to multiple team members, closely follow the progress, add followers, add task comments and task attachments
Lock existing and future sales using contract feature.
Impress your client by creating different surveys. Create different surveys to enhance business productivity. Send surveys to customers, and staff members easily.
Keep an up to date calendar for business events, expiry dates, estimate expirations, tasks etc.