A robust Customer Relationship Management (CRM) system not only helps you track and manage interactions with customers but also streamlines processes, enhances communication, and boosts productivity.
With a self-hosted CRM, you retain complete ownership and control over your customer data. Unlike cloud-based solutions where your data is stored on third-party servers, a self-hosted CRM keeps your sensitive information on your own infrastructure, ensuring maximum privacy and security.
Every business is unique, and so are its CRM requirements. Our self-hosted CRM solutions are fully customizable, allowing you to tailor the system to your specific workflows, processes, and business goals. From custom fields to unique reporting needs, we design a CRM that works the way you do.
As your business grows, so do your CRM needs. Our self-hosted CRM solutions are designed to scale with your business, allowing you to add new features, users, and integrations as required without the limitations often imposed by cloud-based solutions.
Security is paramount, especially when dealing with customer information. With a self-hosted CRM, you can implement your own security measures, including encryption, firewalls, and access controls, to protect your data from unauthorized access.
While cloud-based CRM solutions typically require ongoing subscription fees, a self-hosted CRM involves a one-time investment. This can be more cost-effective in the long run, particularly for businesses with a large number of users or those that require extensive customization.
We handle the implementation process, including data migration, system setup, and integration with your existing tools. We also provide comprehensive training to ensure that your team can use the CRM effectively.
Manage and invoice projects with the powerful Project Management Feature. Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
Build professional and great looking invoices. Attach files and send directly to your clients, including the invoice PDF. Ability to setup recurring invoices.
Bill your customers in a more faster way via our awesome Subscriptions Feature. Create subscription, send the subscription to your customer and let CRM and Stripe do all the work behind the scenes.
Create estimates within minutes. Send to your customers and wait for them to accept. Ability to auto convert the estimate to invoice after the customer accepts.
Create good looking proposals and impress your potential clients or customers. Include images, tables, items, youtube videos, with the powerful editor. Proposal comments allowed for negotiation.
Creating recurring expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months, or years.
Record and receive payments in different currencies. Auto generated PDF sent to customer. Ability to add partial payments to invoices is available.
Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals, attach files.
Record and receive payments in different currencies. Auto generated PDF sent to customer. Ability to add partial payments to invoices is available.
You can add custom fields on PDF for invoices, payments, estimates or proposals, and many important features. Configure to fit your business. Ability to show in the customer portal or table.
Assign tasks to multiple staff members, add followers, attach files. Let your staff comment on tasks, upload files. Tasks can be related to mostly all important features.
Generate reports and have clear view of everything. Keep track of income vs. expenses and leads conversions. Knowledge base report included.
Contact us today to learn more about how CRM Solution can help you automate, optimize, and scale your customer through CRM Solution.
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