Grow your business on autopilot, with a business management tool that does all the “growing” for you. Stay up-to-date and keep track of time, finances, leads, and more! - in a single tool!
CRM AI helps you make faster and smarter decisions, using an intuitive dashboard to get all the critical data about your company, and navigate between different parts of your business - from Project Management to HR - in just a few clicks.
CRM AI Is The Smartest Way To Manage Your Business
• Monitor Your Business from Your Favorite Apps: Third-party integrations make things easier. With CRM AI, you can collect payments using PayPal, a leading online payments platform, get notified about completed tasks with the ‘Twilio’ tool, and even earn your clients’ trust by integrating ‘Stripe’ and safeguarding the payment process!
• Communicate With Your Team And Clients In Real-Time: Never miss a single piece of feedback ever again. Invite clients to communicate with you and discuss their projects right inside the tool. Invite your team members to discuss individual tasks. You can also use the built-in messenger to communicate with both your clients and team members in real-time!
Manage Your Business, Projects, And Teams… With A Tool That Saves You Time And Money
Efficient Dashboard: Monitor your leads, projects, invoices, and staff from a single place. Get an overview of your tasks through pie charts and line graphs. Easily monitor projects’ statuses and do a lot more with an intuitive dashboard.
Task Management: Manage multiple tasks on the same projects without breaking a sweat. Increase priority of tasks and set new milestones easily. Create checklists, monitor work progress and attach files and comments to projects.
Project Overview: Get a statistical overview of your project’s expenses, budgets, progress, due date and many more. Update the status of your projects by simply choosing from a drop-down menu. Upload important files and keep tabs on every single activity.
Multi users & Multi Client interface: Appoint multiple users to multiple deals. Easily work with more than one client on the same deal and complete your deals faster.
Create New Management: Generate leads and create new projects based on them. Quickly assign users, budgets and deadlines to them. Organize your projects by adding labels, tags and product descriptions.
Timesheet: Create timesheets and easily assign tasks to projects. Allocate times and dates and improve general business efficiency.
Assign Roles & Permission: Restrict access to certain projects by defining permissions. Create user IDs for your teams and clients and assign unique roles to them. Control what you want your users to see by easily modifying permissions.
Managed Leads based on clients: Manage your generated leads and monitor them through their various stages. Easily assign users and clients to leads through a Kanban board system. Update prices and make notes on individual leads.
Track Project hours: Create timers and easily track how long you spend on projects. Generate automatic screenshots of timer and track work efficiency from anywhere. Set custom intervals for screenshots and save or delete them at will.
Calendar & Notes: Never miss important deadlines, tasks or projects again. Sync all your activities with the calendar module. Manage your plans on a daily, weekly, monthly and yearly basis. Keep notes, set reminders and get notified of everything.
Manage Estimates: Generate new estimates for your projects and easily assign clients, dates, taxes, and more. Edit and share existing estimates as you wish. Delete paid estimates and update their status. Make management easier with the aid of QR codes.