360 SmartCRM is a self-hosted customer relationship management platform that works well for virtually any business, freelancer, or a variety of other uses. In addition to making you appear more professional to customers, 360 SmartCRM's sleek and contemporary style can also help you increase business effectiveness.
If you want further details on cutting-edge project management features, I'd be happy to give them to you. Your capacity to properly plan, carry out and monitor projects can be considerably improved by these characteristics.
To adjust to projects' dynamic nature and shifting business contexts, project management that is adaptable is crucial.
This guarantees that your information looks clear, crisp and professional on gadgets with different screen resolutions, like smartphones, tablets, and high-resolution displays.
W3 approved, well tested, and well-documented code. Developers can benefit right away.
CRMs must center on the customer and 360 SmartCRM does this with a strong support system that aids in tracking and rapidly resolving concerns with an integrated ticket system and customer reminders. Assign reminders to yourself, one or more employees and with a single click, reminders may be delivered to email and the in-app notification system. These attributes and more like them can boost consumer satisfaction to new heights.
Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.
360 allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item.
Create Subscription, send the subscription to your customer and let 360 SmartCRM and stripe do all the work behind the scenes.
Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.
Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.
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. Orgaize your leads in stages and change stages easily with drag and drop.
360 SmartCRM web to lead feature allows you to build a webform based on leads field and custom fields to place it on your website, landing page, etc, as an iframe.
Great Support System that helps you track and resolves issues quickly with ability to auto open ticket from email, insert Knowledge base link, add predefined replies.
Have clear view of all your company events upcoming invoice payments, contracts, expirations, estimates expiration, tasks finish date, reminders. you"ll never miss anything from the calender.
You can add custom field on PDF for invoices. payments. estimates or proposals and many important features.
Assign tasks to mulitiple staff members, add followers attack files. let your staff omment on tasks, upload files.
Create Knowledge base articles and organize them in groups. Help your customers and build trust.
Use Contracts feature to lock in current and future sales. Easily create contract PDF and send the contract directly to the customer email.
Generate reports and have a clear view of everything. Keep track of income vs. expenses and lead conversion. Knowledge base report included.
Use the goals tracking features to keep sales goals in mind. Ability to notify staff members about failure or success.
Each staff members has their own personal to do items board to increase productivity. Easily change todo status by the drag and drop.
The customers area is fully separated from the admin area. Each customer has their own portal where they can keep track of all financial data from your company.
