HRM & CRM

1. Powerful HR, accounting and CRM system

An all-in-one system for the businesses where sales and transactions matter — a project manager with billing, accounting and CRM built into the same application.

Project management

Track a project by adding comments, attachments, tasks, bugs, milestones, private and public notes, project-wise invoices and time management, and follow your own activity throughout. Set a goal to complete the project with a start and end date, and watch progress accumulate against it. You create it once; the system manages the rest. Projects can also be exported and imported.

Invoice management

Create and manage invoices across more than six payment gateways. Set an invoice to recur, send overdue invoices, record payments, issue payment reminders, handle refunds and much more.

Import options

Import a CSV or Excel file into any of the following:

• Deposit
• Expense
• Tasks
• Project
• Leads
• Client

Why it matters for sales and transactions

• Keep track of leads in one place and easily follow their progress.
• Create good-looking proposals for leads or customers and increase sales.
• Record company expenses, bill them to customers and auto-convert them to invoices.
• Know more about your customers with a powerful CRM.
• Use goal tracking to keep sales targets in view.
• Build professional estimates and invoices.
• Run a powerful support system with the ability to auto-import tickets and leads.
• Store extra information against customers, leads, deposits, projects and more using custom fields.
• Follow-ups, reports, notes, files and many more features.

2. CRM — client relationship management

A client relationship management application with full project management built in. It combines many of the tools you would otherwise buy separately — tasks, invoices, leads, estimates and much more — into one application.

We have given attention to every design element. The result is an application we believe to be genuinely user-friendly, giving you and your clients a single point of contact for collaborating on projects.

Inside the CRM