User-friendly dashboard with powerful widgets that provide an overview of everything happening in your company.
Manage and invoice projects to customers with the help of project management functionality. Track time spent on tasks and bill your customer. You can record the hours worked by staff members on each project and then generate invoices for customers based on those hours. This allows you to bill clients for services rendered based on the actual work time dedicated to their project. The CRM offers the ability to be able to assign multiple staff members per task and track timer per assigned staff.
Create professional invoices and send them directly to customers via email, including invoice PDF. You can set up the invoice recurrence and it will be automatically created after the set period. The recurring period can be days, weeks, months or years. Also, each customer will be able to view their invoices in the customer dashboard.
Bill your customers faster with our awesome Stripe Subscriptions feature. Create the subscription, send the subscription to your customer and let CRM Software and Stripe do all the work while you focus on more important tasks.
Create quotes (Estimates) in minutes. Send quotes to customers and wait for them to accept. The CRM offers the ability to automatically convert the quote into an invoice after the customer accepts it. Your customer can also view and take action on the quote, such as accepting or declining it, from the customer dashboard.
Create beautiful proposals and impress your leads or customers. Include images, tables, articles with the help of the awesome editor features. Your customer can also view and take action on the proposal, such as accepting or rejecting it, from the customer dashboard.
Record the expenses of the company. You can set up a recurring expense and the expense will be created automatically after the set period. The recurring period can be days, weeks, months or years. You have the ability to set billable expenses for customers or for certain specific projects.
Register and receive payments in different currencies. PDF file automatically generated and sent to the client. Ability to add partial payments to invoices is available.
Keep track of leads in one place and easily monitor their progress. The CRM allows you to automatically import leads from emails, add notes, create proposals, and attach files. Organize your leads by stages and effortlessly change stages with drag and drop.
An excellent customer support system that helps you track and quickly resolve issues with the ability to automatically open tickets from emails, insert knowledge base links, and add predefined responses.
You have a clear view of all your company’s upcoming events, invoice payments, contract expirations, quotation expirations, task deadlines, reminders. You will never miss anything from your calendar.
You can create tasks for staff members, add followers, and attach files. Staff members can add comments to tasks and upload files. Tasks can be linked to various important functions within the company.
You can create articles in the knowledge base and organize them into groups. This will help you assist your customers and build trust with them.
You can easily create a contract and send it directly to the customer’s email address. The customer can review the contract in their dedicated dashboard and electronically sign it using the CRM’s digital signature functionality.
By using the goal tracking feature, you can keep track of your sales targets and other objectives. This functionality allows you to inform your staff about their progress and achievements in meeting the set goals, helping you stay on top of performance and provide feedback as needed.
Each staff member has their own To Do List with board items to increase productivity. Easily change To Do Item status by dragging and dropping.
Let’s forget about the documents that need to be printed for signing. The CRM we provide has the functionality for electronic signature (E-Signature). With this feature, the contracts, proposals, and quotes you create in the CRM can be electronically signed. Let your customer easily sign those documents and make your life easier.
The customer area is completely separate from the administration area. Each customer has their own portal where they can track: invoices issued by your company, contracts, quotes (estimates), and proposals. Also, from the Dashboard, the customer can open tickets to your company, attach files, and follow the events in the calendar.
CRM reports provide you a clear view of everything that’s happening in your company. Track income vs. expenses and lead conversions.
Easily manage your customers and their contacts, create multiple contacts for your customers, and set appropriate permissions. The Customer Area is completely separate from the Administration Area. Customers have their own customer portal with all the financial data of your company presented clearly.
CRM software allows you to track your invoices, products/services and generate reports. New currencies can be added and different currency can be set for each customer so that invoicing can be done according to the currency set to each customer. Invoicing with different fees depending on the fee set for each product/service.
Create recurring invoices that will be automatically re-created without lifting a finger based on the period specified for the recurring invoice. The time period for the recurrence can be set in days, weeks, months, or years.
Set up a recurring expense and the expense will be automatically re-created after the specified period. The time period can be days, weeks, months or years.
Create an quote (estimates) in one minute, send it to the customer, and wait for them to accept it. Add notes for better organization for future actions, create reminders. The ability to automatically convert the quote into an invoice after the customer accepts it.
Create beautiful proposals for leads (potential customers) or existing customers and increase your sales. Receive a notification when the proposal is accepted/rejected and automatically send a thank-you email to the customer after the proposal is accepted. Send a delayed reminder for the proposal before X days are available.
Receive online payments through integrated payment processors such as Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money, and Braintree. We have implemented payment gateways that are available in most countries.
You can manage projects and track the time spent on each project for every staff member. Record project expenses and invoices and bill your clients faster. You can record the hours worked by staff members on each project and then generate invoices for clients based on those hours. This allows you to bill clients for services rendered based on the actual work time dedicated to their project. A professional Gantt chart is included for each project and staff member.
Leads or potential clients are a crucial part of any company. Every company strives each day to acquire new potential clients. It has very often happened that a potential customer calls and asks for a certain service that your company provides, and then sometimes this is forgotten. With this Soft CRM that we provide you will never forget your potential customers again and you will be able to manage them all in one place. Keep your leads in one place and easily track their progress. Ability to automatically import leads from email, add notes, create proposals. Organize your leads into stages and easily change stages with drag and drop. CRM software also offers the ability to automatically import leads from Web forms that you can create in CRM and place on your website, import leads from CSV file. is also included.
Create unlimited web forms for leads and embed them on your website. This feature allows you to import leads into CRM directly from the form. Use web forms to gather more leads, ask for information about potential customers, and let them request quotes directly from your website.
You can add new contracts based on your customers. Adding contracts is very simple, you can set the start date and end date and have a clear view of all your company’s contracts in one place. You will no longer need to search through your office documents. Create PDF contracts and send to your customers from CRM. The function of setting reminder about the contract delay is available.
Excellent ticketing system with automatic responses, private notes for ticket personnel, ticket assignments, attachments, predefined ticket responses, linking to the knowledge base, ticket priorities, ticket statuses.
Assign staff to specific departments and have the ability to automatically import tickets through the email designated for each department.
In addition to the fields already defined in the CRM, you can create additional custom fields according to your company’s needs to fully cover the necessary information required by your company. You can create custom fields for customers, leads, tickets, companies, quotes, and many others.
Set up reminders for staff members with the ability to be notified by email and in CRM Software. Reminders are available for all important features in CRM.
You can create both private and public events within the Soft CRM. Private events will only be visible to the individuals or teams designated to have access, ensuring confidentiality. Public events, on the other hand, can be viewed by all relevant staff members, providing transparency and visibility across the organization.
Configure predefined email templates from the text editor. Merge available fields and options in in several languages available.
You can grant specific permissions to the staff for what they can or cannot do. Role permissions can be revoked/replaced for each staff member.
Set the objectives and track the achievements. Use the goal tracking feature to keep track of the established sales and other objectives, not just sales-related ones.
Each staff member can have their own dashboard with personal “To Do” items, which will allow them to easily organize their work.
Manage all of your staff from one place.
Share great company events, upload documents, easy communications with employees.
Assign tasks to multiple employees, add followers, comments and attachments to tasks. Connect tasks to many CRM software features and stay organized.
By creating recurring tasks, they will be automatically recreated for a certain period.
Create surveys with one click. Send to staff, leads or to current customers by email. Increase customer retention with embedded surveys.
Sales reports
Expense reports
Customer reports
Custom date selector
Lead conversion
Knowledge base articles (Track if your article is helpful to customers, improve the text based on votes)
Add articles to the knowledge base in the text editor. Vote included in the customer area “Did you find this article helpful?”.
Upload files to your media library. Each non-admin staff member has their own folder for uploading files.
Alison Burgas
Product Designer @Divi