CRM - Customer Relationship Management - Craftel Studios
Mississauga, Ontario
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CRM

Manage Customers, Projects, And Create Invoices In The Cloud

Customer Relationship Management software is essential for almost all business – small, medium or freelancer. It offers features that builds a customer communication platform that is sure to increase business.

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FEATURES

Explore the awesome CRM features that will help you get your business to the next level.

PROJECT MANAGEMENT TOOL
The project management features enable to manage and invoice projects with ease and swiftness. You can track expenses and time spent on job tasks and bill your customers accordingly.
ONE CLICK INVOICE CREATION
Flexibility is at the core of operations. You can build professional and decent invoices. Attach files and send directly to your clients. Including the invoice PDF, invoice with different tax based on item.
CREATE ESTIMATES
It’s trouble-free to create an estimate within minutes. Send it to the customer in no time. Once accepted, you can auto-convert the estimate into an invoice.
LEADS MANAGEMENT
With simple features, you can keep track of leads and swiftly follow their progress. Add files, translate lead to customer, auto import leads from mail, generate proposals, leave notes and many more.
RECORD EXPENSES
Keep track of company expenses and record them. Set up a recurring expense. It automatically generates expenses after the specific period. You can set the period time to days, weeks, months or years.
AWESOME SUPPORT SYSTEM
You can set up an incredible support ticket system with auto response. Whether it is Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, or ticket statuses.
MANAGE CONTRACTS
You can use contracts features to lock in current and feature sales. Generate PDF documents within minutes and send to customers via buil-in contracts feature. This is also useful to send reminders before the contract’s expiry to customers.
SEND SURVEYS TO LEADS AND CUSTOMERS
You can generate surveys and impact customers. Add your questions and enhance company’s productivity. Plus, you can also send surveys to leads/customers through mail lists.

Try Craftel Studios CRM functionality for sales, marketing and service

Why use Craftel Studios for CRM?

Marketing
Enhance your customer’s experience
Field Service
Create a better customer experience
Customer Service
Impacting service through different channels
Project Service Automation
Augment project profitability through tools and analytics

Benefits of CRM system

Reduction in expenses
Quality of service/product increase
Performance enhancement
Augmented customer loyalty
A larger base of customers
Benifits of CRM