Utilise the robust Project Management Feature to oversee and bill
projects.
- Stay organised by connecting tasks to various Codexa-CRM capabilities.
- Create invoices and estimates that are attractive and professional.
- robust support system that can import tickets automatically.
- Keep track of the time you spend on tasks and bill your clients. The ability to
track timers for each allocated staff member and assign multiple staff members to
tasks. - Even if a staff person is not a project member, add task followers. Without having
access to the project, the employee will be able to monitor the status of the tasks. - Easily monitor leads’ progress by keeping track of them in one location. the ability
to add notes, generate proposals, and automatically import leads from emails. - Sort your leads into phases and use drag and drop to quickly switch between
them. - Increase revenue by crafting attractive proposals for prospects or clients.
- keeps track of the costs incurred by your business or project, and it can
automatically convert to an invoice and bill your clients.
10.Use a robust CRM to learn more about your customers. - Boost client retention with integrated surveys.
12.To remember your sales targets, use the Goals Tracking tool.
13.Make announcements for your employees and clients.
14.To lock in present and future sales, use the Contracts feature.
15.Additional data for clients, leads, and other purposes can be stored in custom
fields.
16.Accept payments in many currencies from Stripe and Paypal.
17.countless possibilities that can be changed.
18.Use the robust theme design functionality to customise the CRM to your
business’s branding.
19.Non-admin employees can operate inside the CRM and arrange their files and
uploads in a separate media folder.
20.Based on staff authorisation, each employee has a beautiful calendar.
21.Files, notes, reports, follow-ups, and many other features.