Customer Relation Management

CRM
800$/YEAR
See Net Worth of your Business
Set Goal for Net Worth
Accounting Dashboard with daily, monthly Income
Accounting Snapshot instantly see all your bank balances
Innovative Graph for comparing Income vs Expense
Account Statement, Get Account Statement by individual accounts
Record Transactions by Contacts (Payer, Payee)
Record Categories
Reports By Date, check Income & Expense by date
You will love for User Experience & User Interface
Record Activity , see full history of your customer, the purchase data, invoices & Record any activity of your customer, e.g. Phone Call, Interests etc.
Custom Field, available option to add Custom Field’s based on your Business Type
Communicate with your Customer Send email directly to your customer
Accounting Summary for your Customer
View Transactions view transaction for individual customer.
Customer Profile, Record your customer Profile Including Linkedin, Facebook, Google Plus Profile Link
Customer Notes, Add Customer Notes
Photo, Add Photo for your Customer
Tag, & Filter Customer by Tag
Customize invoices including logo, notes and more
Set Goal for Net Worth
Send Invoice directly to your Customer from the portal
Notify to your Customer When invoice paid, due, Payment Reminder
Access from Anywhere with Unique Invoice URL, authenticate via token
PDF Invoice, Customer can download PDF Invoice with Single Click
Printer Friendly, Separate view for Printer Friendly version
Get Paid Online, Integrate with Payment Gateway’s
Create Recurring Invoice
Attach Invoice Transaction with Bank Accounts
Partial Payments, available option to record partial payments for Invoices
See it All, a Full history of your specific invoice including Related Transactsios, & Sent Email Log
Contact Management
Contact Activity
Contact Profile with Image
Send Email directly from Portal
Full Featured Ajax Quick Invoicing
Create Recurring Invoice
Send Invoice Payment Reminder & Payment Confirmations
Collect Payments with Payment Gateway
Track Income, Expense
8 Reporting Tools
Beautiful Dashboard for quick snapshot for your Business
Logs for Audit
Supports Multiple Users
Fully Branded, No Powered By, No Copyright Notice
One Click Database Backup
Optimized for best performance
Tested by generating millions of random transactions
Supports to send email using SMTP
Customizable Email Templates
Tag in Customer Accounts, Transactions etc.
Contacts, Customer Notes
Email Message Log