Detailed explanation of the CRM system for customer relationship management
What is a CRM system?
CRM is an open source customer relationship management solution designed specifically for businesses and freelancers to help them organize and manage clients, projects, invoices, tasks and many other processes in a professional manner. The system features a modern design and powerful tools that help businesses improve their performance and increase productivity.
Key Features of CRM System
1. Customer Management
- Ability to add and manage clients easily.
- Create multiple accounts for one client with specific permissions for each user.
- A separate client portal that allows the client to access their financial data.
2. Invoices & Payments Management
- Create invoices and track their status.
- Support multiple currencies.
- Add taxes individually for each product or service.
- Ability to create Recurring bills They are generated automatically according to a specified schedule.
- Support multiple payment gateways, such as:
- PayPal
- Stripe
- 2Checkout
- Mollie
- Authorize.net
- PayU Money
- Braintree
3. Projects & Tasks Management
- Track the time employees spend on each project.
- Create tasks and track their progress.
- Assign multiple employees to a single task.
- System Gantt Chart To easily track project progress.
- Ability to move tasks between projects using the feature Drag and drop.
4. Expense Management
- Record and track all expenses.
- Ability to convert expenses into invoices to be charged to the customer.
- to support Recurring expenses which are automatically generated.
5. Estimates & Proposals
- construction Quotes And send it directly to customers.
- Convert quotes into invoices after customer acceptance.
- construction Presentations Professionalism for customers.
- Automatic notifications when the offer is accepted or rejected by the customer.
6. Support Tickets Management
- Integrated technical support system with automatic response capability.
- Ability to create new tickets via email.
- Assign tickets to specific employees.
- Ability to add internal notes to tickets.
7. Contracts Management
- Create contracts and determine their validity period.
- Send contracts to clients in the format PDF.
- Automatic notifications when your contract is about to expire.
8. Lead Management
- Organize leads into different stages using drag and drop.
- Ability to import leads from email or files CSV.
- construction Web Forms To capture lead data directly from your website.
9. Staff & Roles Management
- Assign employees to specific departments.
- Assign permissions to each employee based on their role.
- Internal notification and alert system for employees.
- Ability to assign specific tasks to each employee and track their progress.
10. Management and Analysis Tools (Reports & Analytics)
- Detailed financial reports on invoices and expenses.
- Track sales and deal performance.
- Reports on successful lead conversions.
- Track usage Knowledge base By customers.
11. Surveys feature
- Create surveys to collect customer and employee feedback.
- Automatically send surveys to targeted customers or employees.
12. Powerful Additional Features
- Automatic backup system To protect data.
- Security and encryption system To ensure the protection of sensitive data.
- Google reCAPTCHA Support To protect your login.
- Ability to modify menus and templates without the need for programming.
- Ability to customize the user interface using custom CSS.
- Activity Log To track all activities within the system.
Why choose a CRM system?
✅ Open source:It can be customized and modified according to your company's needs.
✅ Multilingual support:It can be used in different languages.
✅ Mobile compatible: Works great on smartphones and tablets.
✅ Easy to install and useIt does not require much programming experience to manage it.
✅ Low cost compared to other systemsYou can own it without any monthly subscriptions.
How to get a CRM system?
You can get a copy of the CRM system through the official website or by contacting the support team to test the trial version and learn about all the available features.
Conclusion
The CRM system is an ideal solution for managing customer relationships with its powerful features such as managing customers, invoices, projects, expenses, tickets, contracts, and performance tracking. It is an ideal choice for any company looking for a comprehensive and customizable CRM system at an affordable cost.
