This CRM script provides efficiency and speeds-up the productivity of an organisation by managing different areas of a work environment. However, it renders multiple login choices. You can log in through admin, clients or staff credentials.
Furthermore, it comes with all the necessary features for huge companies to save their management time.
Prominent Features Of Project Manager CRM
This feature in project manager CRM lets you communicate with your client, staff, or colleague. This CRM script also supports social button through which you can contact your clients on social media platforms like Facebook, Twitter and LinkedIn.
This feature helps you to spread a notice like a physical notice board. So the staff or other team members can be in updated with the latest news or modification in the project.
Client & Team Management
This project manager CRM gives you features like project creation, concurrent list of projects, and project’s quotation.
Moreover, you can easily create projects with multiple unique parameters like budget description, start time, end duration time, staff assigning and more.
User Role And Permission
User role manager helps you to assign the different task to the employee or colleague with the required resources. However, this management is done to ensure that the right employee gets the proper resource.
Key Features Of Project Manager CRM
This feature in CRM script allows you to schedule your plans for your concurrent running projects and upcoming ventures.
Multiple API Integration
It has two different payment methods for online payment like PayPal and Stipe. It helps the clients to pay their service charges. Moreover, it supports more than 20 currencies to pay.
Extensive report generation provides you automatic generated detailed reports in a categorical manner. It also gives you different viewing option like in graph representation or in plain text.
- Monthly Reports
- Clients Reports
- Project Report
- Expense Report
- Income Expense Comparison
It manages through all the client payment records, amount details, and invoice receipts. It also provides you with budget management which helps you control your expenses and helps you properly organise your payments.
This CRM software PHP script supports more than 15+ language in which your website can be translated. This helps you spread your business and sales across the globe.
Supplementary Features Of Project Manager CRM
- Global Search Feature
- 9 Different Layout
- Prebuilt Email Templates
- Drag And Drop Upload Files