Description

Project Management and CRM Web App Feature List:

Feature Breakdown:

Project Management & CRM Integration

• Centralized Task Management: Link tasks directly to client data within the CRM, ensuring seamless project execution.
• Streamlined Invoicing: Effortlessly generate professional invoices and estimates based on project progress.
• Enhanced Organization: Stay on top of every project detail, from initial lead to final invoice.

Time Tracking & Billing

• Accurate Client Billing: Track time spent on tasks, including the ability to track multiple team members’ contributions.
• Transparent Workflows: Allow clients to follow task progress when needed, without requiring them to have full project access.

Customer Relationship Management (CRM)

• Lead Nurturing: Manage all leads centrally, track progress, create proposals, and easily convert leads to projects.
• Customer Insights: Gather crucial customer data for personalized communication and targeted services.
• Boost Retention: Utilize built-in surveys and goal tracking to enhance customer satisfaction and loyalty.

Communication & Collaboration

• Internal Announcements: Share important updates with team members and selected clients.
• Secure Contracts: Formalize client agreements with built-in contract management and e-signature features.

Customization & Payment Processing:

• Store Client Data Securely: Utilize custom fields to collect and organize essential client information.
• Global Payments: Accept payments seamlessly in multiple currencies through PayPal and Stripe.

Additional Value

• Organization and Control: Manage files within a dedicated media folder and leverage personalized calendars for team members.
• Workflow Tools: Utilize follow-ups, reports, and notes to streamline projects and client communication.