CRM

Our Customer Relationship management (CRM) is the strongest and the most efficient approach in maintaining and creating relationships with customers. Customer relationship management is not only pure business but also strong personal bonding within people. Development of this type of bonding drives the business to new levels of success.

 

Our CRM also provides a level of automation that enables businesses to run smoothly and efficiently. And, because every customer interaction is stored in one place, you and your team can maintain these relationships at every stage.

Features​

Build better customer relationships by improving
team productivity using SMD CRM

Project Management Tool

Manage quotation and invoice with the systematic project management feature. We can track expenses and bill to your customers. Ability to assign different staff members on different task and track time.

Create Powerful Proposal

Create powerful proposals that will impress your potential clients. Use various tools like images, tables, YouTube videos with the powerful editor. We can comments the proposal for further discussion with the customer.

Create Invoice

Build professional invoices that can attach files and send directly to your clients including the PDF files. Can create with different tax based on item. We can set recurring of invoice starting from 1 month to 12 months.

Create Estimation

We can sent the estimation price to customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. The customers can view and make actions without even login.

Record Expenses

Record 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 projects.

Record Payment

We can record and receive payments in multi currencies. Customers can pay you via Online Banking, FPX, Credit Card and Paypal. PDF files will be auto generated after each recorded payment.

Assigned  Staff Task

Assign task or project  to multiple employees and staff will be get the notify and can update the each project. 

Awesome Support System

Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments,  ticket replies, insert knowledge base link, ticket priorities, ticket statuses.

Manage Contracts

Use contracts feature to lock the feature sales. Create PDF documents in a minute and send to your customers via email. Ability to send customer reminders before contracts expiry.

Leads Management

With a comprehensive set of lead management features for businesses of all sizes and types,we can now convert more leads in less time, and with less effort. 

Customer Segmentation

CRM captures and analyzes customer data, coming from various sources. CRM help user to save your contacts at one place, group your contacts, share your contacts with colleagues.

Workflow Automation

Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Get your own fully
 CRM solution that meets your business needs!

Kicktstart your free CRM trial today