Optimize Your Business with CRM Wise- A Self Managed CRM Cloud software for managing clients, projects, leads, tasks, estimates, proposals, contracts and payments.
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CRM, INVOICING, LEADS, TASKS, TIME TRACKING, PROJECT MANAGEMENT
Monthly Small payments and use alot
Your team and your clients will love it.
Right from the start, our goal was to create an application that would be both full of features and a joy to use. Every feature has been carefully designed to be easy to use.
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Now you can manage the full life cycle of your projects, from one central place.
KEEP YOUR TEAM & CLIENTS HAPPY!
Keep track of the amount of time that you spend on your project tasks. Recorded time can then be billed to the client.
Deliver your projects on time. Collaborate with your team clients. Assign tasks, share files, chat......Get the job done!
Assign tasks to individual team members or multiple members. Prioritize your tasks and set deadlines.
Flexible invoicing, allowing you to get paid for time worked, expenses incurred, custom products, and much more.
Frictionless payment processing for your customers. Gateways include Stripe & Paypal. Recurring payments are also supported.
When your clients know the costs upfront, they are more willing to commit to a project. Cost estimates increase your conversions.
Keep track of your opportunities and nurture your leads into paying customers. All critical information in one place.
Work alone or work as a team. Utilize comprehensive user roles to define what each team member has access to.
Give your customers access to a user-friendly dashboard, where they can track project progress, pay invoices, chat, and much more.
Improve customer satisfaction by staying on to of your customer support. Track, assign, resolve customer queries.
Lower your customer support time by offering your customers access to a self service information and help repository.
Connect with your customers, via an easy to use commenting system. Share vital information to accelerate project completion.
First impressions count. Impress your prospective clients with beautifully crafted project proposals. No design skills requires, with our easy to use interface.
Project and estimate workflow automations improve your team’s productivity and help to ensure that nothing is missed in your workflow.
Creating relationships between your tasks to ensure that work in completed in a prescribed sequence. Dependency management allows your diverse team to synchronise their work.
Here are the pricing plans for CRM WISE. Choose the plan that best fits your requirements and budget
STANDARD
Not White Labeled
ADVANCED
White Labeled
CUSTOM
White Labeled and Custom
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