Customer Relationship Management Software is the ideal way to Manage Complete CRM Operations

User Friendly Interface

  • Customized User roles with Access Rights Management
  • User management
  • The user can edit and view their details

General Customization Available

  • Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
  • Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
CRM-System
CRM-System

User Friendly Interface

  • Customized User roles with Access Rights Management
  • User management
  • The user can edit and view their details

General Customization Available

  • Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
  • Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.

Leads Module and Project Module

CRM-Leads Module and Project Module

Leads Module

  • Add leads easily with intuitive UI
  • Keep track of leads in Once place
  • Close leads faster using notes, tasks and file attachment features

Project Module

  • Manage All projects from Single Screen
  • Create Project for any Client and assign a team to it
  • Create Task list for each project

Sales Module and Tax Module

Sales Module

  • Generate sales order directly or from the quote
  • Associate sales order with Project – the billable task
  • Generate invoice for sales order

Tax Module

  • Tax list management
  • Add tax to % amount
  • Select tax value directly from the quote, sales and invoice
CRM-Sales Module and Tax Module
CRM-Sales Module and Tax Module

Sales Module

  • Generate sales order directly or from the quote
  • Associate sales order with Project – the billable task
  • Generate invoice for sales order

Tax Module

  • Tax list management
  • Add tax to % amount
  • Select tax value directly from the quote, sales and invoice

Newsletter Module and Contact Module

CRM-Newsletter Module and Contact Module

Newsletter Module

  • MailChimp integration
  • Import leads and contacts directly in MailChimp
  • Easy to configure

Contact Module

  • Create Contact view Design
  • Organized view to save time
  • Manage contact with task and notes

User Module and Invoice Module

User Module

  • Customized User roles with Access Rights Management
  • User management
  • The user can edit and view their details

Invoice Module

  • Build Client winning Quotes and Invoices
  • Print invoice in PDF or on Screen
  • Setup Subscription based recurring Invoices
CRM-User Module and Invoice Module
CRM-User Module and Invoice Module

User Module

  • Customized User roles with Access Rights Management
  • User management
  • The user can edit and view their details

Invoice Module

  • Build Client winning Quotes and Invoices
  • Print invoice in PDF or on Screen
  • Setup Subscription based recurring Invoices
Feature-Side-IMage
CRM-Dashboard

Features

  • Manage and invoice projects with the powerful Project Management.
  • Manage all leads in one place with associated notes, tasks and files.
  • Powerful support ticket system that increases Customer Retention Rate.
  • Build professional, great looking quotes and invoices and win clients.
  • Task-based billing and time tracking for employee & Online payment option.
  • Track time spent on tasks and bill your customers.
  • Use Contracts feature to lock in current and future sales.

Frequently Asked Questions [FAQs]

Yes, we would be happy to demonstrate Customer Relationship Management Software through a web-conference at your convenience. You can view the Customer Relationship Management Software demo by selecting your options and consulting with our experts to arrange the demo, please contact sales@dasinfomedia.com
Yes, Customer Relationship Management Software comes with multiple languages. The system provides 30+ Different Languages.
We’re fervent about keeping your data safe and secure. Our facilities feature stringent 24/7/365 security with video monitoring, biometric access, and advanced fire, flood, and theft monitoring systems. Our network security system employs the latest encryption and intrusion detection and prevention technologies.
The system provides a Default Paypal Payment Gateway, The system is integrated with Our PAYMASTER plugin, so the user gets 8 different payment gateway.
Our support team is available 24/5, Monday through Friday to assist you. Visit our Support Center to contact us.
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