CRM solution that transforms your customer engagement and business performance.
Features & Benefits You Will Get with ProtonBits CRM Development
Unlock a world of possibilities with ProtonBits CRM Development. From customizable dashboards to advanced analytics, our solutions offer unparalleled features designed to streamline operations and supercharge your business growth.
Project Management
Implementing a robust project management tool to oversee projects and generate invoices seamlessly. Keep tabs on expenses and task durations, enabling accurate billing for your clients. Assign multiple team members to tasks and monitor their logged hours per project member.
Produce Impressive Proposals
Craft visually appealing proposals to captivate potential clients. Utilize the powerful editor to incorporate images, tables, and even YouTube videos. Foster discussion with customers through proposal comments.
Recording Payments
Efficiently document and receive payments in various currencies. Enable customers to make payments through Paypal and Stripe platforms. Automatically generate PDF receipts following each recorded payment.
Straightforward Reporting for Instant Insight
Generate concise reports for quick assessment. Analyze sales items, total income, customer-specific data, and more with ease. Utilize custom date selection for tailored reporting. Additionally, track leads, conversions, and the effectiveness of knowledge base articles through client feedback.
Integrated Staff Task Management
Assign tasks to multiple team members, include task followers, facilitate task discussions with comments, and attach necessary files for seamless collaboration.
Instant Invoice Generation
Effortlessly craft professional invoices with a single click. Seamlessly attach files and dispatch them directly to your clients, complete with a PDF version of the invoice. Customize taxes based on item types. Establish recurring invoices that regenerate automatically according to your preset schedule, ranging from monthly to yearly intervals.
Efficient Lead Management
Utilize a straightforward Kanban system to monitor leads and track their progress effortlessly. Attach files, convert leads into customers, auto-import leads from emails, create proposals, and leave notes to streamline your lead management process.
Comprehensive Support System
Utilize a robust ticketing system with automated responses. Access private staff notes within tickets, assign tickets, attach files, utilize predefined responses, integrate knowledge base links, and manage ticket priorities and statuses effectively.
Survey Distribution to Leads & Customers
Craft surveys to engage and gain insights from your customers. Enhance company productivity by gathering valuable feedback. Distribute surveys to leads, customers, and staff members, and manually create mailing lists.
Expense Tracking
Keep a record of company expenses effortlessly. Establish recurring expenses that automatically renew after specified intervals, whether days, weeks, months, or years. Categorize expenses as billable to customers or projects for accurate financial tracking.
Contract Management
Get the contracts feature to solidify current and future sales agreements. Generate PDF documents swiftly and deliver them to customers using the built-in contract-sending feature. Set up reminders to notify customers before contracts expire.
Goal Tracking
Establish and monitor goals to track achievements effectively. Keep staff members informed about progress or setbacks, ensuring accountability & progress tracking across all aspects of your business operations
Generate Estimates Effortlessly
Craft estimates swiftly, sending them to clients for review and approval. Automatically convert accepted estimates into invoices. Clients can view and interact with estimates without requiring login credentials.
Develop Custom Fields
Access a range of customizable fields for key features. Enhance PDF invoices, estimates, and more by adding tailored fields to suit your needs.
Experience the Benefits of Our CRM Development Services
Discover the optimal array of features within our cutting-edge CRM Development Customer Relationship Management (CRM) platform, meticulously designed by ProtonBits to seamlessly facilitate your customer relationship management endeavors.