CRM and PROJECT MANAGEMENT
multi-channel customer relationship and leads management, manages the sales lifecycle from lead to conversion capturing all opportunities.
track sales target per representative, groups or teams, using multiple predefined metrics.
exchange visually appealing proposals, with HTML content, providing clear communication, with the ability for discussion and customer approvals without the need to write a single email.
versatile contract management, allowing for direct subscription and contractual agreement renewals, enhanced document management.
configurable dashboards track the progress of customers sales, leads opportunities and measure marketing strategies efficiency.
functional and communication rich customer portal, enables tracking of relationship with all client contacts.
powerful project management, with stakeholders, resource tracking, time billing and direct invoicing, enabled with milestones, and gantt visualisation.
direct conversion of opportunities into invoicing, with integration to multiple payment gateways (PayPal, Stripe, Mollie, 2CO, Authorize) credit note issuing and expense tracking.
The prices displayed here do not include Goods and Services Tax (GST will be included in the billing for Australian subscribers).
New packages and prices displayed valid from 01/07/2018.