Customer Relationship Management

Oversee Customers, Activities, And Make Solicitations In The Cloud.

Customer Relationship Management system is an excellent fit for practically any business, specialist or numerous different employments.

Oversee and receipt ventures with the ground-breaking venture management highlight—track costs and time spent on undertakings and bill your customers. Capacity to allocate various staff individuals on performance and track time logged by relegated venture part.

Construct proficient and incredible looking solicitations. Append documents and send legitimately to your customers, including the receipt PDF. Make repeating solicitations which will be recovered consequently dependent on your arrangement for repeating receipt (each X months). You can set repeating beginning from multi-month to a year.

Make estimates inside a moment. Sent to your customers and hold back to acknowledge. Capacity to auto converts the gauge to receipt after customer acknowledge. You customers can view and make activities the meter even without login.

Make well-written proposals and intrigue your expected customers. Incorporate pictures, tables, YouTube videos with a fantastic manager. Proposition remarks took into consideration further conversation with the customer.

With the straightforward KanBan, you can monitor leads and effectively follow their advancement. Join documents, convert a lead to customer, auto import leads from email, make recommendations, leave notes.

Record organization costs. Set up a standard price, and the fee will naturally be made after the indicated period. The period could be days, weeks, months or years. Capacity to set costs billable to customers or undertakings.

Record and get payments in various monetary standards. Customers can pay you using Paypal and Stripe. Auto-created PDF after each recorded instalment.

Incredible help ticket framework with an automated message. Private ticket staff notes, ticket tasks, connections, predefined ticket answers, embed information base connection, ticket needs, ticket statuses.

Include information base articles from the word processor. “Did you discover this article helpful?” vote remembered for customers zone.

Allocate assignment to different representatives, include task devotees, task remarks permitted, task connections.

Use contracts highlight to secure current and highlight deals. Make PDF archives in a moment and to your customers through underlying sending contracts include. Capacity to send customer updates before contracts expiry.

Have a way from of all your organization occasions, receipt expiry dates, contracts termination, gauge lapse, errands finish date

Goal tracking and following the completed goals becomes easy. Advise staff individuals about disappointment or accomplishment, following everything.

Incorporate custom fields for the majority of the significant features. You can add custom fields to PDF solicitations, gauges.

Reports Deals Thing Reports All out report salary Reports by customer Custom date picker Leads Transformations Information base articles (Track if your item is valuable to customers, improve text dependent on votes)

Mahadhi Technologies assist you with installing and go live with this new, highlight rich and proficient customer relationship management system. There is likewise an alternative to executing the versatile mobile application for the equivalent, whenever required.