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Smart Business CRM
Explore the awesome Smart Business CRM features that will help you get your business to the next level..
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Manage Customers, Projects, and Create Invoices in the Cloud
Customer Relationship Management software that is a great fit for almost any small business, freelancer or many other uses.
Project Management Tool
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 member.
One Click Invoice Creation
Build professional and great looking invoices and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices automatically based on your setup (every X days, weeks, months, years ).
Create Estimates
Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.
Create Good Looking Proposals
Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.
Leads Management
With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.
Record Expenses
Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.
Record Payments
Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.
Awesome Support System
Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.
Knowledge Base for Customers and Staff Members
Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.
Built In Staff Tasks
Assign task to multiple employees, add task followers, task comments allowed, task attachments.
Goals Tracking
Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.
Simple Reports For Quick Overview
Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)
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Explore the awesome Smart Business CRM features that will help you get your business to the next level.