Professional website + CRM + Domain + SSL + Stripe + Paypal + Webapp
They are hundreds of features that will simplify your day to day.
Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.
Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.
Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.
Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry.
Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.
Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.
KNOWLEDGE BASE FOR CUSTOMERS AND STAFF MEMBERS
Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.
With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.
Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.
Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date
Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.
Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is useful to clients, improve text based on votes)
Some technical features included:
1315 palisade ave, Union city, New Jersey, 07087
Helping business stand out with the best web design, digital marketing and marketing strategies.
©2023. Starlyn Creative Agency. All Rights Reserved.