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Helped a retail chain centralize customer data and automate loyalty programs, leading to a 30% increase in repeat sales.
Manage customers and leads
Track client projects, invoices, and proposals/estimates
Add company employees, track attendance and manage leaves
Create contracts with clients with e-signatures
Create projects, add project members, and track progress, expenses, earnings, timelogs, tasks, and milestones
Use a Kanban taskboard to visualize work and tasks
Use a project gantt chart to plan the project schedule
Convert invoices to credit notes that can be redeemed
Create products that can be used in invoices and purchased by clients
Raise tickets by employees and clients, assigned to ticket agents for resolution
Internal chat feature in the messages section
Integrate with Slack, Pusher, and One Signal for real-time notifications
Receive payments via PayPal, Stripe, payfast, flutterwave, mollie and Razorpay gateways
Create custom roles with custom permissions for employees
Various reports for tasks, timelogs, finance, attendance, and leaves
And much more to explore and customize
Healthcare CRM SolutionDeveloped a secure CRM for a healthcare provider, streamlining patient management and appointment scheduling.
Educational Institution CRMCreated a CRM for a university, enhancing student communication, admissions tracking, and event management.
Reach out to itgeliyor and start transforming your business process with our custom solutions.