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CRM - CLOUD ACCOUTING SYSTEM FOR YOUR BUSINESS
LOGIN TO OUR DEMO COMPANY
DEMO LOGIN FOR CUSTOMER/CLIENT/TENANT
CLIENT LOGIN - CLICK HERE
USERNAME: client@yourcompanyname.co.za
Password: 123456
What is CRM Client relationship Management
What is CRM Customer relationship Management Software
How to add a company or client to CRM
How to add a staff members on CRM
DEMO LOGIN FOR STAFF
STAFF LOGIN - CLICK HERE
USERNAME: staff1@yourcompanyname.co.za
Password: 123456
CRM is Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, CRM can help you look more professional to your customers and help improve business performance at the same time.
Managing customers is important and CRM helps in several ways:
  • Manage and invoice projects with the powerful Project Management Feature.
  • Link tasks to many CRM features and stay organized.
  • Build professional, great looking estimates and invoices.
  • Powerful support system for customers with ability to auto import tickets.
  • Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
  • Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
  • Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.
  • Create good looking proposals for leads or customers and increase sales.
  • Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
  • Know more about your customers with powerful CRM.
  • Increase customer retention via built-in Surveys.
  • Use the Goals Tracking feature to keep sales goals in mind.
  • Create announcements for your staff members and customers.
  • Use Contracts feature to lock in current and future sales.
  • Custom fields can store extra information for customers, leads and more.
  • Tons of configurable options.
  • Style the CRM to your company branding with the powerful theme styling feature.
  • Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
  • Great looking calendar for each staff member based on staff permissions.
  • Follow ups, reports, notes, files and many more features.
Staff need to focus on customers and CRM does that with a powerful support system that helps you track and resolve issues quickly via the integrated ticket system and customer reminders. Assign reminders to yourself, one or many staff members and with one click, reminders can be sent to email and in-app notification system. These features and more can take customer satisfaction to the next level.
CRM has many features designed to fit many applications. Watch the tutorials and change the way you do business. This is the future.
How to add an item for sale on CRM
How to add items in your inventory
How to create an invoice in seconds
How to receive payments on CRM
How to make/add an appoint within CRM
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Greenwood Park
Durban, 4051
Cell: 060 436 7596
Tel: 031 573 2311
info@promediamogul.com
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