Customer Relationship Management (CRM) Grid may be used by businesses of all sizes, independent professionals, and others. Customer Relationship Management (CRM) Grid’s sleek and contemporary style can help you make a good impression on clients and prospects while also boosting productivity. Robust help desk software with integrated ticket tracking and customer reminders for speedy problem resolution. You may set reminders for yourself, a single employee, or an entire team, and they will be delivered by email and the in-app notification system with a single click. Integrating these and other innovations can greatly increase consumer happiness.

Features:

Customers

Facilitate the management of your customers and the contacts they have, as well as the creation of numerous contacts for each customer and the setting of appropriate permissions. The space designated for customers is kept completely distinct from the administrative section. The customers have access to their very own client portal, where all of the financial information that your firm provides is laid out in an organised fashion.

Invoices

With CRM Grid, you can easily produce reports, keep tabs on your bills, and manage your inventory. Add additional currencies; utilising multiple currencies is permitted by the customer currency settings that were previously configured. Invoices details the various tax rates applicable to each item.

Recurring Invoices

You may set up recurring invoices so that they will be automatically re-created based on the period that you specify for the recurring invoice. This will save you the trouble of having to do it manually. The time frame in question might be measured in days, weeks, months, or even years.

Regularly Occurring Costs

Resulting in the incurring of ongoing costs. If you set a cost as a recurring one, it will continue to be charged to your account at the end of the period you specify. The time frame in question might be measured in days, weeks, months, or even years.

Estimates

Make an estimate in less a minute, send it to your clients, and wait for them to approve it. Add notes for improved organisation of your subsequent tasks, and make sure you don’t forget anything. After the buyer accepts the estimate, the ability to automatically transform it into an invoice is there.

Proposals

Make ideas that are appealing to leads or clients and you will see a rise in sales. You will be notified whether the proposal is accepted or denied, and an automatic email of gratitude will be sent to the client when the idea has been approved. Proposal late notification before X days available.

Leads

Leads are an extremely vital component of every business. Every organisation makes an effort, day in and day out, to acquire fresh leads. It is a common occurrence for a potential customer to phone your business and ask about a certain service that your firm provides, but often this information is overlooked. You will never forget about your prospective customers again thanks to CRM Grid, and you will be able to handle all of them in an one location. Maintain a record of leads in a single location and simply monitor their development. Ability to automatically import leads from email, as well as the ability to make comments and prepare proposals. You may arrange your leads in stages, and you can switch between stages quickly and effortlessly using drag and drop. The capability to automatically import leads from emails and the web to lead forms, as well as the import of leads from. Included is a CSV file.

Web to Customer Inquiry Forms

Build an infinite number of web to lead forms, and then embed them in your website or landing page. With the help of this functionality, you will be able to import leads into CRM Grid straight from the form. Make use of web to lead forms to collect information from prospective customers, and give them the opportunity to get quotations directly from your website.

Contracts

You have the ability to add new contracts dependant on your customers. It is quite easy to add contracts; you can choose a start date and an end date, and you will have a clear picture of all of your company’s contracts in a centralised location. You won’t have to rummage through the papers on your desk any more. Using CRM Grid, you may generate PDF contracts and then distribute them to your clients. Contract late reminders provided.

Online Transactions

Integrate payment gateways that allow to accept payments through PayPal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money, and Braintree. These payment gateways are available in the majority of countries.

Projects

Manage projects and keep a log of how much time each employee spends working on projects. Keep track of project spending and invoices to speed up the billing process for your customers. Included in this package is a professional Gantt Chart for each project and member of the crew.

Milestones

Make milestones for your projects, and then keep track of the amount of time spent on each milestone. Ability to move tasks across milestones using a dragging and dropping interface.

Tickets

Excellent help desk software that includes an autoresponder, private ticket staff comments, ticket assignments, attachments, predefined ticket responses, the ability to enter a link to a knowledge base, ticket priority, and ticket statuses. Included in this package is a function for automatically importing tickets using the Email Forwarder/IMAP technique. Your customers should be able to respond and create new tickets by email rather than having to use the client site.

Departments

You may assign your staff members to various departments, and you’ll also have the ability to automatically import tickets using department emails.

Individually Tailorable Fields

Extra information may be saved in custom fields for many entities, including customers, leads, tickets, invoices, companies, estimations, and more.

Staff Reminders

Create staff reminders for each member of staff, with the ability to inform them via built-in alerts and email. There is the option to get reminders for significant features.

Styling of themes without the need of code

Using the robust theme styling function, you may personalise the CRM Grid to match the aesthetic of your firm. Create a custom.css file and include your own styles for the greatest possible match to your requirements.

Events

Develop either private or public gatherings. You will be notified by email and the built-in system whenever an event is approaching.

Simple rearrangement of the administrative menu

To rearrange the items on the admin main menu and the setup menu, all you have to do is log in to your administration area. This will just take a few seconds. There is no coding that must be done. You may add or remove icons to make it work for your purposes.

The use of email templates

In a text editor, you may set up predetermined email template files. Merge fields available and multi language choices available.

Roles of Personnel and Access Authorizations

You have the ability to grant staff members specific permissions on what they can and cannot perform. Each staff member has the ability to override the role permissions.

Tracking Your Objectives

Establish objectives, and keep tabs on your progress. Make sure your sales objectives are always front of mind by using the Goals Tracking function.

Personal To do

Every member of your team may have their very own individual to-do dashboard, which will make it much simpler for them to arrange the work that they need to get done.

Staff

From a single location, you can manage every member of your crew.

RSS Feed for the Company

Simple staff communication, sharing of fantastic corporate events, and document uploading are all possible.

Duties of the Staff

Tasks may be assigned to many workers, followers can be added, and employees can comment and attach files to assigned tasks. Maintain your sense of order by linking tasks to the various CRM Grid capabilities.

Repeated Obligations

Make jobs that will be repeated automatically for a certain amount of time.

Surveys

With only one click, you can create surveys. Send to employees, potential customers, existing customers, or manually established mailing lists. Integrated Surveys are an effective tool for boosting client retention rates.

Reports

Sales, Expenses, Reports based on the client, Conversions from Leads

Information Repository

You may add articles to the knowledge base from the text editor. “Was the information provided in this article helpful to you?” Voting functionality is added in the client area.

Media Library

You may upload files to the media library here. Each member of the staff who is not an administrator has their own folder in which they may upload files.