Customer Relationship Management

CRM is a Customer Relationship Management Software that is a great & Helpful for almost every company, freelancer, organization or many other institution or an individual.

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Manage Customers

Customer Relationship Management

CRM is a Customer Relationship Management Software that is a great & Helpful for almost every company, freelancer, organization or many other institution or an individual. It Includes Many Feature and Addon Like Expense Calculation, Proposal Making, Leads Management, Calendar, Support System and Many More

Manage Customers

Customer Relationship Management

CRM is a Customer Relationship Management Software that is a great & Helpful for almost every company, freelancer, organization or many other institution or an individual. It Includes Many Feature and Addon Like Expense Calculation, Proposal Making, Leads Management, Calendar, Support System and Many More

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Features

Salient Features

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Proposal

You can create Proposals Easily in the CRM

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Projects

You can Manage projects and track time spent on project

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Auto Backup Database

You Can Setup auto backup database each days to prevent losing your important data.

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Online Payments

You can Receive payments from customers online

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Invoices

You can track your invoices & generate reports

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Media Library

You Can Upload files in media library. Each staff member have their own folder for uploading files.

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Customers Manage

Easily manage your customers and their contacts Easily

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Leads

You will be able to manage all of Leads in one place.

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Email Templates

You can Setup predefined email templates from text editor. Merge fields available

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CALL US 24/7

+91-9509996777

want to buy Customer Management Software for Your Business? call us or schedule an appointment. Our representative will reply you shortly.

Module

Some Advance Modules

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Staff Roles

You can give staff a specific permissions what can do or can’t do.

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Activity Log

You can Track all staff activity. Adding new items, creating, deleting.

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Events

You can Create any private or public events & receive Event notification.

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Reports

You Can report everything expense, sales, conversion, customers or others

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Lead Forms

You can Create lead forms and embed in your landing page or website.

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Surveys

You can create survey in just one click and send them to anyone in the list

Our Software is For ?

Company

Freelancers

Organizations

Any Others

More Features

Features

⦿

E-Signature

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Contracts

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Custom Field

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Tasks

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Staff Reminders

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Theme Styling

Addon Support

  • Custom Links
  • Webhooks
  • Language Translation
  • WPForms
  • Gravity Forms
  • CRM Chat
  • Affiliate Management
  • Click Send SMS
  • Recruitment Management
  • WooCommerce
  • Accounting
  • Appointing
  • QR Code
  • Spreadsheet
  • Inventory Management
  • File Sharing
Demo

Check Demo

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Staff Panel

For staff
Username - admin@gmail.com
Password - admin@gmail.com

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User Panel

For User
Username - admin@gmail.com
Password - admin@gmail.com

Let's Talk

Connect Us

Email: info@shivaanshsoft.com
Phone: +91-9509996777
Address: Near Domino's,Tigaon Road, Ballabhgarh Faridabad, Haryana 121004
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