Build a online CRM

Main Features: - CUSTOMERS AND LEADS MANAGEMENT Contacts, Addresses, Notes and Groups. Create new fields. Easily link everything under a Customer. Multiple contacts per customer. - TRACK QUOTES AND JOBS Online Quote Approval, Job Task Discussions and Task Timer. Create and send a PDF Quotes. Record Job expenses. - INVOICES AND PAYMENTS Send PDF Invoices. Automatic overdue notices. Generate PDF invoices, email invoice to customer straight from system. Mark when invoice is paid. Overdue notices. Part payments & invoice merging. - NEWSLETTERS Create newsletter for mass email. - INCOME AND EXPENSES Overview of upcoming payments and other finance reports. Track your income and expenses. Estimate your monthly income. View historic financial data. Schedule recurring bills. Reminders and budgeting. Customer Management: Manage your customer database in this easy to use CRM. Store, search and group customers. Import from CSV. Keep private notes. Multiple contacts per customer. - Invoices: Generate PDF invoices, email invoice to customer straight from system. Mark when invoice is paid. Overdue notices. Part payments & invoice merging. - Income & Expense: Track your income and expenses. Estimate your monthly income. View historic financial data. Schedule recurring bills. Reminders and budgeting. - Online Payments: Receive payments on invoices via secure PayPal, Google Checkout or Stripe. Invoices marked as paid upon successful payment. Part payment on invoices. Payment history. Payment receipt. - Membership Subscriptions: Manage members from your group or club. Get alerted when members subscription is due for renewal. Generate invoice and receipt for membership subscription. - Jobs: Link Jobs to Customers and Websites. Send Job Quote to customer for pre- approval. Customer can track Job progress. Add Tasks to Jobs. - Email Newsletters: Send bulk email newsletters to groups within your system (eg: Customers, Members, Recently Completed Jobs). Template editor. Bounce, unsubscribe and link click tracking. - Calendar: A great easy to use Calendar for organising your business. Similar to Google Calendar. Create events, assign Customers and Staff members. - To Do List: Dashboard overview showing your TO DO items (such as upcoming jobs, invoices that haven't been sent, tasks requiring admin approval, new file uploads). - Mobile Device View: This system comes with a cut down mobile friendly view. Try it from your phone to see! You can also disable the “mobile view" and use the standard responsive layout if you wish. - Import & Export: Import and Export information from the system in CSV format. Preview import before it occurs. Import data into specified groups for easier sorting. - Staff/Customer Login: Customers can login to view their information and perform restricted actions. Multiple staff accounts. Control permissions & view login history. - PDF Invoicing: Convert invoices into PDF documents. Email PDF Invoice to your customer straight from the system. Full control over invoice template layout. Send PDF invoices marked as “overdue" or “paid" as well. - Automatic Invoice Renewal: Choose an Invoice Renewal Date and CRM will email automatic PDF invoice renewals and overdue invoice reminders. - Automatic Overdue Emails: Choose an Invoice Due Date and CRM will email automatic PDF overdue notices if the invoice hasn't been paid.