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Enterprise CRM Pro

Get the ultimate business enterprise tool to manage your clients, teams, invoices, and communications .
1 Year Support Includes:
  • Availability of the author to answer questions
  • Get assistance with reported bugs and issues
  • Help with included 3rd party assets
Item Support Does Not Include:
  • Additional Customizations
  • Additional Installations

Starting From: $10,500

Framework: Laravel/PHP/CSS3

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OVERVIEW

ICW Enterprise & Project CRM Pro is complete Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design,ICW Enterprise & Project CRM Pro can help you look more professional to your customers and help improve business performance at the same time.

Managing customers is important andICW Enterprise & Project CRM Pro helps in several ways:

  • Manage and invoice projects with the powerful Project Management Feature.
  • Link tasks to many ICW Enterprise & Project CRM Pro features and stay organized.
  • Build professional, great looking estimates and invoices.
  • Powerful support system with ability to auto import tickets.
  • Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
  • Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
  • Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.
  • Create good looking proposals for leads or customers and increase sales.
  • Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
  • Know more about your customers with powerful CRM.
  • Increase customer retention via built-in Surveys.
  • Use the Goals Tracking feature to keep sales goals in mind.
  • Create announcements for your staff members and customers.
  • Use Contracts feature to lock in current and future sales.
  • Custom fields can store extra information for customers, leads and more.
  • Receive payments from Paypal and Stripe in different currencies.
  • Tons of configurable options.
  • Style the CRM to your company branding with the powerful theme styling feature.
  • Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
  • Great looking calendar for each staff member based on staff permissions.
  • Follow ups, reports, notes, files and many more features.

CRMs need to focus on customers and ICW Enterprise & Project CRM Pro does that with a powerful support system that helps you track and resolve issues quickly via the integrated ticket system and customer reminders. Assign reminders to yourself, one or many staff members and with one click, reminders can be sent to email and in-app notification system. These features and more can take customer satisfaction to the next level.

ICW Enterprise & Project CRM Pro has many features designed to fit many applications. Read more about the features in the features tab to see how, ICW Enterprise & Project CRM Pro can help you succeed.

FEATURES

Deals

Think of deals as a way of identifying qualified leads as sales opportunities. Deals are contacts that no longer sit dormant in your database; they’re actually in your pipeline and are on track to become customers. When a deal is created it is assigned to an internal team member who monitors and manages the movement of deals from stage to stage in your pipelines.

Pipelines

Pipelines are your business processes — sales-related and otherwise. For example, sales pipelines could be “Orders” or “Sales” They represent the entire process of converting qualified leads into customers. You can setup as many pipelines (or processes) as necessary for your business

Leads

Lead management is an important part of any sales process. When you get information about someone who might be interested in your products or services, but haven’t yet verified their interest or fit for your business, you’ll add them to the ICW Sales CRM on the Leads section. Once you’ve determined a lead is qualified, you’ll convert the lead and ICW Sales CRM will create a sales opportunity(deal), a contact, and an organization for you.

FREQUENTLY ASKED QUESTIONS

FREQUENTLY ASKED QUESTIONS

After purchasing do I have to pay additional for support?

No. General support and updates are included for the first year.

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.

Invoices

Build professional and great looking invoices. Attach files and send directly to your clients, including invoice PDF. Ability to setup recurring invoices. Can integrate with following payment gateways: Pay-U-Money, Stripe, Paypal, 2CC, Mollie, Braintree, and Authorize.net.

Subscriptions

Bill your customers in a more faster way via our awesome Stripe subscriptions feature. Create subscriptions, send the subscription to your customer and let ICW CRM and stripe do all the work behind the scenes.

Estimates

Create estimates within minutes. Send to your customers and wait for them to accept. Ability to auto convert the estimate to invoice after the customer accepts. Your customers can view and make actions on the estimate even without logging in.

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.

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, weeks, 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 a customer. Ability to add partial payment to invoices is also available.

Leads Management

Keep track of leads in one place and easily manage 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.

Web-To-Lead Forms

Great support system that helps you track and resolve issue quickly with ability to auto open ticket form email and insert knowledge base link, add predefined replies.

Calendar

Have clear view of all your company events upcoming invoice payment, contacts expirations, estimates, expirations notices, task finish date, reminders, and more. You'll stay on top of everything with this calendar.

Tasks

Assign tasks to multiple staff members, add followers, and attach files. Let your staff comment on tasks and
upload files. Tasks can be related to most of ICW CRM's features.

Knowledgebase

Create knowledge-base articles and organize them in groups. A rich text editor allows you to format text as needed. Help your customers build trust and get fast support answers with this feature.

Contracts

Use Contacts feature to lock in current and futures sales. Easily create contact PDF and send the contract directly to the customers email. Customer can then digitally sign the contract online without the need to print out or send snail mail.

Projects

Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.

Project Milestones

Create project milestones and organize your tasks using kanban style workflow.

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