Creating recurring expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months or years.

Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.

Manage projects and track time spent on project for each staff member. Professional Gantt Chart included for each project and staff member.

Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones.

Manage all of them in one place. Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop. Ability to auto import leads from emails, facebook, sites and import leads from .CSV file included.

We have developed a Facebook app imports all the leads that customers put in Facebook directly to the CRM.

You can click on a phone number in the CRM and the phone extension dials.

You can view a customer profile in any activities, log calls and recordings.

CRM know Automatically synchronize calendar and your contact list.

You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place. You wont need anymore to search in your desk documents. Create PDF contracts and send to your customers. Contract overdue reminders available.

Assign your staff to specific departments and ability to auto import tickets by department email.

Setup staff reminders for staff member with ability to  notify by email and built-in. Reminders are available for important features.

Upload files in media library. Each staff member that is not admin have their own folder for uploading files.

Setup goals and tracking achievements. Use the Goals Tracking feature to keep sales goals in mind.

Create tasks that will be auto created for a given time.

Reports
Sales
Expenses Report
Reports by customer
Custom date picker
Leads Conversions
Knowledge base articles (Track if your article is useful to clients, improve text based on votes)

A fully responsive CRM you can easily access your data from mobile or tablet.

Track all staff activity. Adding new items, creating, deleting.