Build a CRM

Features list will be 1>Client Management Manage clients, leads, organizations, partners, and vendors 2> Scheduling Schedule clients, events, appointments, employees, locations, and more 3> Invoicing Create and send professional invoices and quotes from customized price lists 4> Bookkeeping Understand and improve your financial health with easy-to-use reports 5> Project Management Create pipelines, deadlines, and tasks for projects, orders, etc 6>Marketing Campaigns Create and automate targeted campaigns for specific client groups 7>Online Booking Allow clients to quickly and conveniently book online 8>Automation Send automated, personalized, text and email reminders, payment requests, etc 9> Create Forms Create questionnaires, forms to gather information for events and more 10>eSignatures Have clients review and sign contracts online and have them automatically stored 11>Accept Credit Cards Integrated credit card processing that can get you the best rates 12>Worldwide Use unlimited currencies, date formats, along with VAT, GST, and other taxes 13>Customizable Customize the look and feel of your software, invoices, contracts, and more 14>Manage Employees Set up and track security roles, commission tracking, schedules, etc 15>Time Card Tracking Allow hourly employees to clock in or out from any location 16>Lead Generation Capture leads automatically from your website and convert them 17>Integration Enjoy integration with Google Calendars, ProSelect, QuickBooks, RetouchUp and more 18>Import/Export Import your data from your existing products and export your data at any time