Dedicated Project Manager & Exceptional Customer Service
Our project managers are experienced professionals who understand the importance of a smooth implementation process and will work closely with you to ensure that your CRM is customized to best fit your business workflow. They will understand your unique needs and requirements, suggest you the best implementation and ensure it's is completed on time and within budget.
We also make sure that our customers are fully supported throughout the entire life cycle of the project, from the initial design and development stages, to ongoing training and support.
Free Setup before you pay for licenses
Free Setup includes a wide range of powerful features to help you manage your customer relationships more effectively. Some of the key features include:
Creating business objects with custom fields
Building custom reports and dashboards
Automating tasks, emails, and workflows
Setting up users with profiles and roles
Importing data with ease
All of these features are available to you at no additional cost, so you can be sure that you're getting the best value for your money. Our team is highly experienced in different business workflows and our dedicated project manager will suggest and implement the most efficient CRM solution for your business and all of that is for free
fully customizable CRM & Pay Only After the Customization is DONE
What sets us apart from our competitors is our flexible payment options. Unlike other CRM providers, we allow you to pay for any external app integration or extra built-in customization only after the customization is done. This means you can be sure that the CRM solution we provide will meet your specific needs and requirements.
And no matter how big your customization request, we implement it in phases, so you can pay for each phase after it's done. This allows you to have a better control over your budget and to ensure that the final product meets your expectations.
We offer a 100% customizable solution with external Apps Integrability that can be tailored to fit your specific business workflow.
A major strength in our solution is integrability. We integrate with major software players as Microsoft, Google, Quickbooks, WhatsApp, Shopify and More.. To have a centralized point of view and management we add automation and reporting to each integration. Linking the dots with automation is our speciality.
Main Features of our Solution
All related Data In A Single View
Track your clients Notes, related tasks, related orders, estimates, invoices, appointments, documents and more all in one view for quick decision making. All in one view to show you all critical information without the need to search or dig deep
External Apps Integrations
Outlook, Gmail, and QuickBooks are three popular applications that can help you manage your email, calendar, contacts, and accounting tasks. However, using them separately can be inefficient and time-consuming. That’s why you might want to integrate them using their respective APIs. We build that and more..
Automate your workflow
Our automated workflow takes care of assigning tasks and sending followup emails. Never worry about missing a critical task and don't waste your time in sending routine emails. And it's 100% customizable to your use case. We cover your workflow with automation
Dynamic Custom Reporting
The major use of software is to analyze Data to demonstrate Information. With our tool we already provide built in reports that we consider critical for your business based on our experience and we also have the tool to build and save your own custom reports