Enterprise Sales CRM

The ultimate customer relationship management tool to manage your sales team, clients, and deals.

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: $22,000

Framework: Laravel/PHP/CSS3

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OVERVIEW

ICW Intranet Economy is a feature rich, powerful Multipurpose Intranet solution wrapped with an easy-to-customize design inspired by Google’s Material Design, giving it a beautifully modern feel and easy to navigate User Interface. ICW Intranet Economy is fully adaptable to a wide range of applications including Business & Government Intranets / Extranets, School Networks or any Community Network and Associations/Charities. Self-hosted and ready to be installed on your server, ICW Intranet Economy can also be customized to fit your design and your business’ requirements.

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

After purchasing do I have to pay additional for support?

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

Clients

Your clients are the core of your freelance business. Clients in ICW Sales CRM will typically hold all information specific to a company that your organization will have a relationship with. In real world terms an Account may be a business entity that is a qualified Sales Prospect, Customer, Supplier or Re-seller and can be used to track all interactions that take place between these entities and your organization. The relationship between the account and contact records is one-to-many, such that there can be many contacts associated with a single account.

Invoices

Invoices allow you to bill a Client for your products and/or services, and help you keep track of your income in ICW Sales CRM. Every invoice paid means more revenue coming into your business. Create and send professional invoices to your customers in seconds. Once you’ve entered the client and tax information, you’ll have a range of actions at your fingertips – from saving a draft, to sending the invoice to the client via email, to printing a PDF hard copy.

Payments

ICW Sales CRM handles your entire freelance invoicing process – from sending estimate, to invoicing your client, to receiving payment. What’s more, you can receive payments directly and automatically via ICW Sales CRM supported gateways enabling totally smooth management of your customer accounts using your choice of payment provider.

Credit Notes

In some cases, the customer no longer wants the item or service ordered and you are needing to apply a credit or refund the customer, this is where the Credits feature comes in handy.

Projects

To help manage costs you can set project budgets, record expenses and track time-sheets against the project and tasks. If you’re charging a customer for your work, you have the flexibility to charge fixed amounts as work is completed and/or set time-based billable rates. Hourly rates can be set for each team member.

Subscriptions

Subscriptions feature helps you bill customers for your services once or on a recurring basis. Effortlessly manage the entire customer life cycle, from on-boarding a customer for a subscription plan to accepting payments. Once a subscription has been created, it will begin to auto-renew on the period specified by the product to which it is related. There’s not much you need to do, other than keep tabs on them from time to time looking for subscriptions that go sour.

Knowledgebase

Internet businesses are, in a sense, always open. Customers interact with your website 24/7, and when they have a question, they want an answer that minute. The best knowledge software anticipates your users’ most common problems and makes it quick and easy for them to find the solution they need. That’s why a knowledge base is also useful for customer service agents. While working on a user’s ticket, an agent can interact with your intuitive knowledge base content to learn more about their problem.

Estimates

Estimates allow you to create and send an approximate outline of your Items or Freelancer Services to your Client for approval before beginning the work. The client can then Accept the Estimate for approval before converting it into an Invoice automatically, or you can go ahead and convert it yourself to start collecting payment!

Contracts

One of the ways of building a relationship between a freelance developer and a client is to offer e-contracts built into your web interface. e-contracts is a movement towards a faster and more seamless contract process and experience.

Tasks

Projects are made up of tasks, and knowing how to manage your tasks (and everyone else’s) is the secret to getting your projects completed on time. The ability to keep track of your tasks and deadlines makes the task management feature a crucial tool for your freelance business needs.

Expenses

Track all of your lunch meetings or training materials, and other miscellaneous expenses in the Expenses section, and instantly bill clients. Expenses allow you to capture the billable and non-billable costs that you incur as part of your project work. These non-labor expenses are usually itemized costs for things like materials, travel expenses, or fixed-fee services. Typically, billable expenses are passed on to a client or customer, whereas non-billable expenses are internal costs paid for by your employer.

Calendar

ICW Sales CRM’s Calendar module allows users to easily schedule, view, and manage their activities like calls, meetings and appointments, all in one place. Easily keep track of all your customer invoices, payments, expenses, leads, tasks etc

Tickets

Tickets are the means through which your end users (customers) communicate with agents in your support system. ICW Sales CRM support system allows you to present a web portal to your customers to create, track, and respond to support requests. Regardless of the type of customer support you provide, the one constant for all support organizations is that customers seek you out to help them resolve their issues.