Leads, Customers, Jobs and Invoices: keep track of all your small business information in one easy to use location. Let customers login to see the status on their jobs and invoices.
Custom Data: build your own forms and tables in CRM with no programming. Store data your way. Let customers access this data. Great for storing additional information against customers.
Encrypted Fields: uses industry standard PGP/RSA cryptography to keep sensitive data safe. Decrypted text never hits the server. Store things like customer FTP details without worrying about database breaches.
Change Request: for the web developers. Insert a piece of code into your clients website, they can “click to request a change”. It comes through to CRMand you can convert it to a Job and bill them.
Email Support Tickets: customers can email or fill in a support form. Ticket gets created within CRM. Staff can reply to the ticket from CRM or from email. Customer can reply to ticket from CRM or email. History of ticket emails kept in CRM.
