Managed Cloud-Based CRM Hosting
Manage Customers, Projects, and Invoices in the Cloud.
Modernize your Business with our Powerful Suite of tools to digitally manage your Small and Medium businesses.
A Complete Solution for Managing Your Business
Explore this powerful features that will help you get your business to the next level.
Lead Management
Keep track of prospects and easily follow their progress. Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.
Invoices and Payments
Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.
Project Tracking
Manage projects, track expenses and time, invoice clients, and assign tasks with ease using our powerful project management tools.
Data Reporting
Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles.
Customized to Meet Your Needs
Our Cloud CRM adapts to your business with customizable fields, modules, and workflows. Get a solution tailored to your processes, improving efficiency and keeping you in control.
- Custom Fields & Modules – Tailor your CRM to match your unique workflow.
- Personalized Dashboards – See the data that matters most at a glance.
- Flexible Workflows – Automate tasks and streamline operations.
- Scalable for Any Business – Easily adapts as your business grows.
Get Documents Signed with Ease
Send contracts and proposals for secure e-signatures directly through your portal. Clients sign online—no printing or delays—so you can close deals faster and keep business moving.
- Send & Track Documents – Know when clients view and sign.
- Secure E-Signatures – Legally binding and fully digital.
- Faster Approvals – Eliminate delays and close deals quickly.
Software that is GDPR Compliant
Being GDPR compliant builds trust, protects customer data, and avoids hefty penalties.
- Data Protection and Privacy: Securely store and manage customer data
- Consent Management: Track and manage user consent for data collection and communication.
- Data Access and Portability: Easily provide clients with access to their data and export it upon request.
Can Integrate with Your Existing Tools
and much more...