This cloud system is designed to be applicable across all industries.

Cloud-based client relationship management Software designed for all industries guarantees that your payment is based solely on the modules you have carefully selected. This also makes the software affordable for businesses of all sizes and industries. If you are unsure of how to choose modules for your business, please consult with us for free.The client management software allows for multiple level access to allocate, hide, or display all or a subset of data based on your preferences (this can be changed as often as necessary) Leads – add leads manually or directly have them entered from your campaign, website, or any other platform you use Merge, delete, or categorise Leads based on your needsConvert leads into customers with a single click within the software.Manage each customer with a single or multiple contacts as necessary. This is especially advantageous if your clients are businesses.Track the various stages of opportunities and assign a value to each stage. The same would reflect in the Forecast (specified by the administrator) vs. Actual findings of the solution. Automatically convert leads to customers by closing sales opportunities.Send customers direct Quotes for standard products. Once approved by the customer, advance those quotes to convert them directly into orders.Create various follow-up tasks for prospects as well as customers and events based on preference. View all tasks according to priority, due dates, and more on the dashboard or calendar. The software integrates with MailChimp so you can use it to run your campaigns efficiently.Generate custom reports as frequently as required. These are also a great way to record specific data based on the flow of your business.The solution's storage for leads and customers is highly configurable, and you can add as many fields as you need to manage your customer records. The solution easily integrates with third-party services and other systems.

CRM Solution

This system is applicable for all types of Printers and Print Brokers In addition to the features described in the General CRM, our CRM also addresses print-specific requirements as described below. This expanded system for printers allows you to manage contacts with departments and cost centres; it is broader than the typical system.Multiple addresses and contacts can be specified for a company .Estimating wizards that compare various printing pricesQuotes can be branded with the company's name/logo and emailed in PDF format to the client. Use a template to create quotes more quickly, or create a new quote from scratch. Convert a quote into a job with a single click, assign electronic job cards to your staff, and manage job flow as a whole.Create a Purchase Order for outsourced estimates or paper purchases so that you have access to order details for future purchases .Real-time inventory management for all of your products to prevent unneeded purchases and save time and money .Trace and monitor the entire workflow, including quotes, jobs, purchases, and more.Customer-facing stores that allow customers to place orders directly through the web store .A multitude of other features! Click HereContact us about integrating your existing CRM and workflow into our web-based, user-friendly customer relationship management solution.The solution's storage for leads and customers is highly configurable, and you can add as many fields as you desire to manage your customer records.Easily integrates with other systems and integrates with multiple third-party services.