Retail Crm System

Full Features List

• 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