Project Management, Client Relations, and Billing Web App

950.00 / month and a 4,500.00 sign-up fee

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.

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