To address this challenge, we propose the following solution :
1. Comprehensive Project and Task Management :
• Integrate a powerful project management feature to facilitate efficient project tracking, invoicing, and task association.
• Associate tasks with CRM functionalities to ensure seamless organization and workflow.
2. Professional Invoicing and Quoting :
• Develop a module for creating professional and attractive quotes and invoices.
• Enable a robust invoicing system with the ability to import tickets automatically from a powerful support system.
3. Time Tracking and Billing :
• Implement a time-tracking system to monitor task duration, allowing for accurate client billing.
• Provide the capability to assign multiple staff members to a task and track timers per assigned staff.
4. Customer Relationship Management :
• Centralize prospect tracking, enabling easy monitoring of their progress.
• Import prospects automatically from emails, add notes, and create proposals.
• Organize prospects into stages, facilitating easy stage transitions through drag-and-drop.
5. Expense Management :
• Record business/project expenses with the option to invoice clients and automatically convert expenses into invoices.
6. Customer Loyalty and Surveys :
• Increase customer loyalty through integrated surveys.
7. Goal Tracking :
• Use goal-tracking features to keep sales objectives in mind.
8. Internal Communication and Announcements :
• Develop an internal communication system, allowing announcements for staff and clients.
9. Contract Management :
• Utilize a Contracts feature to secure current and future sales.
10. Customization and Configurability :
• Provide a plethora of configurable options to tailor the CRM to specific business needs.
11. Branding and Theming :
• Implement a powerful theming feature to customize the CRM according to the client’s branding.
12. Multimedia Repository :
• Establish a separate multimedia repository for non-admin staff to organize downloads and files.
13. Responsive Design :
• Ensure the CRM is responsive, functioning seamlessly on mobile and tablet devices.