With the help of the intuitive project management and CRM software Codexa-CRM, you can effortlessly manage your team, clients, and work in one location. It can save your productive hours each day and provide your brand a more polished, contemporary appearance. Easily Manage Your Clients You can manage everything in Codexa-CRM, including work, invoices, payments, and support, and strengthen your bonds with clients.
● Make beautiful invoices and forward them to your customers.
● Get paid in cash or online using PayPal, Stripe, or Paytm.
● Make electronic invoices and credit notes that adhere to the law.
● Use cutting-edge tools to manage customer service with ease.
● Create support tickets automatically from emails.
● Create a knowledge base so that customers may get help without requesting it.
● Make contracts for risk-free, future-proof work.
● Make the client portal accessible to your clients so they may work together with ease.
● Use folders to arrange and share files.
● Use subscriptions to automatically collect payments on a monthly or annual basis.
● Your company will leave a lasting impression on your customers with its cutting-edge design, efficient notifications, and practical functionality.
Expand Your Enterprise
Codexa-CRM offers practical features and resources to assist you in growing your company and converting chances into income.
● Increase your sales and orders by sending your clients well-designed proposals.
● Custom estimate request forms let you know exactly what your clients require. To
gain their trust and prevent misunderstandings, provide estimates up front.
● Showcase your goods and services in the online store to draw in more customers
and increase revenue.
● Your potential customers are called leads. Utilise the kanban view to effortlessly
manage them and turn them into customers.
● Organise all of your client orders so you can simply monitor their progress.
● Keep tabs on your spending to clearly understand your profit and loss.
Create a Better Work Environment
Codexa-CRM provides the process and necessary tools for your team to operate effectively. Monitor progress, make better plans, give priority to what really important, and act fast.
● Assign tasks to your team members and, if necessary, include collaborators.
● Use the Kanban board to effortlessly visualise the progress of your job.
● Stay ahead of deadlines and plan more efficiently with milestones.
● Use conversation, fast feedback, and notifications to expedite your job.
● Important comments can be quickly accessed by pinning them.
● Create checklists to ensure you don’t overlook any important tasks.
● View the project’s automatically determined progress and take proactive measures.
Talk More Quickly
Clear and quick communication produces excellent results. Codexa-CRM’s built-in capabilities allow you to communicate effectively and stay connected without juggling multiple apps.
● Within Codexa-CRM, have direct conversations with your clients and team members. To protect privacy and manage who can communicate with clients or team members, manage permissions.
● Use Pusher to improve the speed and responsiveness of your chat experience.
● Make announcements for your team or clients and post them on their dashboards to provide crucial developments.
● Share updates and new ideas with your team members with ease by using the internal timeline post.
Savour Superior UI/UX
In addition to wasting time, cluttered interfaces irritate users. You can work more quickly and make a good impression on your clients and team members with Codexa-CRM’s contemporary, user-friendly design.
● Every element is intended to provide you with greater value with fewer clicks and a more efficient workflow. ● You can maintain focus on your priorities by using smart filters that you have bookmarked. Even if you return to your previous filtered view later, it will stay stored.
● You can access anything without switching between lists thanks to the compact view’s ability to display detailed information without requiring you to exit the list view.
● To improve management, create different dashboards and arrange widgets in the way you want.
Reduce the Time You Invest in Team Management
As your company expands, you should concentrate on growth rather than merely personnel management. Leading a group of people can slow you down. Managing your team is made simple with Codexa-CRM, allowing you to confidently accomplish your goals
● Keep everything under control and specify role permissions for various member kinds.
● Keep track of how much time each team member spends on each task.
● Utilise the sophisticated File Manager to arrange files and grant various users access unique to a folder.
● Handle leave and attendance requests.
● Make an internal wiki so that team members may access crucial policies.
Automate Your Tasks
To free up more time, let Codexa-CRM take care of your monotonous tasks automatically.
● Create recurring bills automatically and deliver them to your clients at the intervals you specify.
● For work that needs to be done repeatedly, set up recurring tasks.
●To automatically track your weekly, monthly, or annual fixed costs, create recurring expenses.
● Add regular events like festivals, holidays, and weekly meetings with ease. Events are automatically synced between Google Calendar and Codexa-CRM.
● Automate the creation of tickets, assign them to the right team member, send predefined replies, and dynamically set labels and group based on email content.
Understand What’s Going On
Being informed is crucial when working with clients or a team. Codexa-CRM provides you with all the information you require
● Notifications are entirely within your control. Decide who will get them and whether to deliver them by Slack, email, or on-screen notifications.
● Even when you are not actively using the mobile app, get immediate alerts.
● To simply monitor progress, view thorough change logs for tasks and projects.
● You may also monitor commit logs as task activities by integrating with Bitbucket or GitHub.
Keep Yourself Organised
Have you ever lost focus after a break, forgotten something crucial, or been sidetracked by your workload? It occurs. Codexa-CRM will keep you organised and assist you in overcoming these problems
● To ensure that you never forget anything crucial, set up reminders.
● After a pause, instantly refocus with the sticky note.
● To ensure you can access your personal notes at the precise moment you need them, keep them in one location.
● Use the calendar to schedule essential events and meetings.
● Make your own personal to-do list to help you better organise your day.
Take It Your Own.
Configure Codexa-CRM to fit your workflow and brand. Flexible configurations allow you to customise it to your exact specifications.
● In the settings or on your profile, you can select from pre-made themes. For more precise modifications, you can also create custom styles.
● The drag-and-drop editor makes it simple to arrange the left menu.
●Almost any section can have custom fields added to it to collect the necessary data.
● Change to the language you like and utilise it however you see fit.
● Personalise email templates to reflect your brand.
● To share more information privately or publicly, add custom pages.
● To find the ideal Codexa-CRM configuration for you, investigate a variety of other options.
● You can quickly activate or deactivate the features you choose to utilise.