SOULED CRM
The CRM in ABC provides a platform to organize and track interaction with potential or existing clients, partners, agents and other contacts.
Get more leads, close more deals, and do more faster. Sales Revenue increases by 36%
Monitor and manage your business anytime, from anywhere. And also increases ROI by +43%..
Monitor and manage your business anytime, from anywhere. And also increases ROI by +43%.
Increase customer loyalty, retention, and satisfaction. 45% Customer satisfaction
Defining CRM
CRM stands for “Customer Relationship Management” and refers to all strategies, techniques, tools, and technologies used by enterprises for developing, retaining and acquiring customers. This software ensures that every step of the interaction with consumers goes smoothly and efficiently in order to increase the overall profits.
The software gathers customer data from multiple channels. Hence, CRM stores detailed information on overall purchase history, personal info, and even purchasing behavior patterns.
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 a professional and great looking invoices. Attach files and send directly to your clients, including the invoice PDF. Ability to set up recurring invoices.
SUBSCRIPTIONS
Bill your customers in a more faster way via our awesome Stops Subscriptions Feature. Create subscription, send the subscription to your customer and let CloudCRM 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, 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 the 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.
WEB TO LEAD FORMS
CloudCRM Web to Lead feature allows you to build a web form based on leads fields and custom fields to place it on your website, landing page, etc, as an iframe. The visitors can then enter their names, email addresses, upload attachments and other basic information, to create a lead directly in the CRM.
SUPPORT SYSTEM
Great support system that helps you track and resolve issues quickly with ability to auto open ticket from email, insert knowledge base link, add predefined replies.
CALENDAR
Have clear view of all your company events upcoming invoice payments, contracts expirations, estimates expiration, tasks finish date, reminders. You'll never miss anything from the calendar.
CUSTOM FIELDS
You can add custom fields on PDF for invoices, payments, estimates or proposals, and many important features. Configure to fit your business. Ability to show in the customer portal or table.
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.
KNOWLEDGE BASE
Create knowledge base articles and organize them in groups. Help your customers and build trust.
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.
GOALS TRACKING
Use the Goals tracking feature to keep sales goals in mind. Ability to notify staff members about failure or success
PERSONAL TODO
Each staff member has their own personal to do items board to increase productivity. Easily change todo status by the drag and drop.
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.