OUR COOL CRM FEATURES
Manage your customer database in this easy to use CRM. Store, search and group customers. Import from CSV. Keep private notes. Multiple contacts per customer.
Income & Expense
Track your income and expenses. Estimate your monthly income. View historic financial data. Schedule recurring bills. Reminders and budgeting.
Email & Web Support Tickets
Fully functional email support tickets. Import mail via POP3/IMAP. Create ticket numbers. Autoreplies. Assign tickets to support staff members. Reply via email or web.
Generate PDF invoices, email invoice to customer straight from system. Mark when invoice is paid. Overdue notices. Part payments & invoice merging.
To Do List
Dashboard overview showing your TODO items (such as upcoming jobs, invoices that haven’t been sent, tasks requiring admin approval, new file uploads).
Custom Data Forms
Build your own database forms with no programming knowledge. Create encrypted fields, file uploads, text areas, nested lists, radio buttons and more!
Create your very own custom fields through out the system. eg: Store the customers favorite color or birthday, record an invoice purchase order # or external job ID.
Fine Grain Permissions
Security and permission options to control which users/customers have access to which features. Create, edit, delete and view. Limit staff to assigned jobs and more.
A great easy to use Calendar for organizing your business. Similar to Google Calendar. Create events, assign Customers and Staff members.