Most Important Feature is Goal Tracking and Leads and Tickets Email IntigrationIn goal Tracking, you just set a goal for achieving it auto calculation and send confirmation by email for many modules.
you can set goal by using start and end for deposit,expense,invoice,tasks,bugs,project and more. in email integration, you can get you server mail like Gmail,yahoo,whatever mail by using this service. it helps to not check your email again and again.
Sales and transaction are important and Project Manager With Billing accounting CRM in several ways:
Project Management
You can easily track your project by adding comments,attachment,tasks,bugs,milestone,private and public note,project wise invoice,time management and track your activity in most feature is you can set your goal to complete you project with start and end date with awesome progress wise. you just create it nothing to work everything manage it. not only that you can export and import project.
Invoice Management
You can easily create and manage invoice with more than 6 payment gateway.you can set this invoice by recurring , you can send the overdue invoice,payments ,invoice payment reminder refund issue and much more.
Import Option
You can import your CSV or excel file to the following menu
1.Deposit
2.Expense
3.Tasks
4.Project
5.Leads
6.Client
Sales and transaction are important and Project Manager With Billing accounting CRM Pro in several ways:
Keep track of leads in one place and easily follow their progress.
Create good looking proposals for leads or customers and increase sales.
Records your company expenses and have the ability to bill to your customers and auto convert to invoice.
Know more about your customers with powerful CRM.
Use the Goals Tracking feature to keep sales goals in mind.
Build professional, great looking estimates and invoices.
Powerful support system with ability to auto-import tickets and leads
Custom fields can store extra information for customers, leads , deposit,project and more.
Follow-ups, reports, notes, files and many more features.
CRMs need to focus on customers and Project Manager With Billing accounting CRM Pro 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.
Project Manager With Billing accounting CRM Pro CRM has many features designed to fit many applications. Read more about the features below and try the demo to see how Project Manager With Billing accounting CRM Pro CRM can help you succeed.
17 June 2017
-- added dynamic pagination in datatable in system settings
-- added Max filesize in system settings
-- added Google key for map in system settings
--- added passport option in user
-- added only admin can delete salary list.
-- added only admin can delete timechange request.
-- Added export report as pdf into project.
-- Added Billable and unbillable Task option into project.
-- Added Billable and unbillable expense option into project.
-- Added ability to add attachment in project comments.
-- Added ability to add estimate into project.
-- Added export report as pdf into tasks.
-- Added taks billable and unbillable option into tasks.
-- Added kanban option into tasks.
-- Added all not started,inprogress,complete,deferred,waiting for someone option into tasks.
--added billable option into expense.
--added option to view expense details into expense.
--added name/title for personal use into expense.
--added name/title for personal use into Deposit.
--Abbily to convert into invoice if the expense is billable into expense.
-- Added kanban option into Leads.
-- Added Abbily to Filter option by leads status and leads source into Leads.
-- Added Order no into leads Status.
-- view how many leads by status,and source.
-- Added Abbily to Filter option by paid,non paid,partially paid,draft,cancelled,overdue,reccuring into Invoice.
-- added create contact button when add client into client.
-- added client permission option when create contact into client.
-- added customer group option.
-- Added Dynamic customer group option into client.
-- view how many client by customer group.
-- added Latitude,Longitude and map option into client.
-- modify client table added view option total project,due amount,received amount,total expense into client.
-- added filtering option by group into client.
-- added file manager into client details.client can upload and shareing file.
-- added save and add more button into departments.
-- added create,edit,delete,view option for all menu into departments.
-- added All settings menu under permission.into departments.
-- added client permission when adding the client user into user.
-- added permission option to all under the settings menu.
-- added private chat enable/disable option int menu allocation.
-- Fixed all bugs
Download Project Manager v1.1.8 With Billing Accounting CRM PRO
