info@ingoalsoftware.com +201065528542

CUSTOMER RELATIONSHIP MANAGEMENT PROGRAM is a comprehensive program that helps you follow up your business in an expanded and better way. Through it, you can follow up on your customers, employees, and your stores. It also helps you in your accounts and makes them more accurate and easy. It also helps you know the details of supplies and revenues and make reports, and it is possible through the program. Follow up on your branches locally and internationally, if any, and help you find out all the details you need .


Services provided by the program :


·       Manage and invoice projects with the powerful Project Management Feature.

·       Link tasks to many ingoal CRM features and stay organized.

·       Build professional, great looking estimates and invoices.

·       Powerful support system with ability to auto import tickets.

·       Track time spent on tasks and bill your customers. Ability to assign multiple staff  members on task and track timer per assigned staff.

·       Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.

·       Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.

·       Create good looking proposals for leads or customers and increase sales.

·       Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.

·       Know more about your customers with powerful CRM.

·       Increase customer retention via built-in Surveys.

·       Use the Goals Tracking feature to keep sales goals in mind.

·       Create announcements for your staff members and customers.

·       Use Contracts feature to lock in current and future sales.

·       Custom fields can store extra information for customers, leads and more.

·       Tons of configurable options.

·       Style the CRM to your company branding with the powerful theme styling feature.

·       Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.

·       Great looking calendar for each staff member based on staff permissions.

·       Follow ups, reports, notes, files and many more features.

Crm System.

Client Name
: demo
Service
: CUSTOMER RELATIONSHIP MANAGEMENT PROGRAM
Start Date
: Dec 03, 2019
End Date
: Dec 20, 2019
Status
: Completed