Version Next Digital

CRM Application

We provide CRM Application
to manage your customer information / project / leads & invoice.

Customer relationship management (CRM) tools continue to transcend customer support and contact management roots to become multi-faceted marketing and sales solutions focused on collaboration and closing deals. Here we have best CRM tools which provide complete Customer & Project Management Solution.

It contain following features :

Staff Management :

  • Create and Manage your staff details.
  • Provide login to your staff to manage there assigned leads.
  • Facility to view assigned proposal
  • Facility to view customer & project with whom staff is working.
  • Can see assigned task.
  • Add work done / timesheet against task.

Lead Management :

  • Add New Leads in system.
  • Bulk import leads from CSV of your campaigns to system
  • Auto assign / bulk assign leads to staff for follow ups.
  • Easily view and filter leads to find leads.
  • Export lead as per requirement.
  • Manage lead status to create different lead status as per your requirement.
  • Bulk change status of lead.
  • Add Source to lead like FB / Google / Campaign etc.
  • Add Tags to lead.
  • Set lead reminder to call back customer.
  • Mark lead as convert / lost / junk etc.
  • Create task in lead.
  • Upload document / attachments to lead.
  • Add Notes to lead.
  • View Complete Lead History from New lead creation to action taken with date / time.
  • Convert lead to customer when there is conversion.

Customer Management :

  • Add and Manage Customers
  • Assign multiple projects to single Customer.
  • Create Invoice for Customers.
  • Create Recurring Invoices for Customers.
  • Create Proposals for Customers.
  • Add Note / Customer Details / Attachment for Customers.
  • Customers can login and view all project details / invoice / proposals / documents / task status etc.

Project Management :

  • Can create project for customers.
  • Assign staff to project who will get notified for all project activity.
  • View project status
  • Manage task in project
  • Manage invoice for project.
  • Manage project expence.
  • Create task / milestone for project.

INVOICE CREATION :

  • Build professional and great looking invoices.
  • Attach files and send directly to your clients including the invoice PDF.
  • Invoice with different tax based on item.
  • Create recurring invoices who will be regenerated automatically.
  • Recurring invoice based on your setup for recurring invoice (every X months / days / years)
  • You can set recurring starting from 1 month to 12 months.

TRACK PAYMENTS :

  • Record and receive payments in different currencies.
  • Customers can pay you via multiple payment option.
  • Auto generated PDF after each recorded payment.
  • Payment history and balance tracking.
  • Take part payments against invoice.

RECORD EXPENSES :

  • Record project / company / staff 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 projects.

MANAGE CONTRACTS :

  • Use contracts feature to lock in current and feature sales.
  • Create PDF documents in a minute and and to your customers via buil-in sending contracts feature.
  • Ability to send customer reminders before contracts expiry.

RICH SUPPORT SYSTEM :

  • Great support ticket system with autoresponse.
  • Private ticket staff notes.
  • Ticket Assignments to staff
  • Ticket Multiple Attachments
  • Predefined ticket replies to customers
  • Insert knowledge base link for customers
  • Set ticket priorities.
  • Set ticket statuses.

EVENT CALENDAR :

  • Have clear view of all your company events from calender.
  • Canlender show invoice expiry dates.
  • Contracts expiration notification in calender.
  • Estimate expiration.
  • Show event like tasks finish date in calender.

GOALS TRACKING :

  • Setup goals and tracking achievements.
  • Notify staff members about failure or achievement.
  • Tracking everything.

Looking for lead management system for your business?
Contact Us Now

We Offer Competitive Plans & Pricing

INR 2750/- Per Month

  • Unlimited Leads
  • Unlimited Admin / Staff User
  • Unlimited Customers
  • Unlimited Projects
  • Unlimited Invoices / Payments
  • Hosted on Cloud
  • Use whitelable domain*
Request Demo

INR 7500/- for 3 Month

  • Unlimited Leads
  • Unlimited Admin / Staff User
  • Unlimited Customers
  • Unlimited Projects
  • Unlimited Invoices / Payments
  • Hosted on Cloud
  • Use whitelable domain*
Request Demo

INR 12600/- for 6 Month

  • Unlimited Leads
  • Unlimited Admin / Staff User
  • Unlimited Customers
  • Unlimited Projects
  • Unlimited Invoices / Payments
  • Hosted on Cloud
  • Use whitelable domain*
Request Demo

INR 21600/- for 1 Year

  • Unlimited Leads
  • Unlimited Admin / Staff User
  • Unlimited Customers
  • Unlimited Projects
  • Unlimited Invoices / Payments
  • Hosted on Cloud
  • Use whitelable domain*
Request Demo

  • If you have any question,
    feel free to call us

    +91-9820570597

    Monday - Friday, 9:00 AM - 6.00 PM