KSmart | CRM for all. Manage b

This is an app of Kriscent Techno Hub and by this you can manage your business, leads, clients, invoices, expenses and many more.

Panels

1. Admin

2. Staff

3. Client

Features

These are basic features list of KSmart CRM

PROJECTS

Manage and invoice projects with the powerful Project Management Feature. Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.

PROPOSALS

Create good looking proposals and impress your potential clients or customers. Include images, tables, items, YouTube videos, with the powerful editor. Proposal comments allowed for negotiation.

INVOICES

Build professional and great looking invoices. Attach files and send directly to your clients, including the invoice PDF. Ability to setup recurring invoices.

EXPENSES

Creating recurring expenses. Set up a recurring expense and the expense will automatically Be created after the specified period. The period time could be days, wee., months, or years. Ability to set expenses billable to customers or specific projects.

PAYMENTS

Record and receive payments in different currencies. Auto generated PDF sent to customer. Ability to add partial payments to invoices is available.

LEADS MANAGEMENT

Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals, attach files. Organize your leads in stages and change stages easily with drag and drop.

TASKS

Assign tasks to multiple staff members, add followers, attach files. Let your staff comment on tasks, upload files. Tasks can be related to mostly all-important features.

CONTRACTS

Use Contracts feature to lock in current and future sales. Easily create contract PDF and send the contract directly to the customer email.

REPORTS

Generate reports and have clear view of everything. Keep track of income vs. expenses and leads conversions. Knowledge base report included.

CUSTOMERS AREA

The customers area is fully separated from the admin area. Each customer has their own portal where they can keep track of all financial data from your company.

There are many features of it please contact to Kriscent Techno Hub’s team for more information.

Disclaimer: This app is product of Kriscent. If you are looking for a project to manage your business’s leads, clients, staff, task and many more then please contact to Kriscent sales team by drop the mail on [email protected]