CRM Project Manager is a multipurpose project management system. You can use it to manage projects, clients, invoices, support tickets, estimates, team and many other purposes. It is suitable for different types of organizations, freelancers and individual users. Fast and easy to use. It contains all essential tools to manage your business.
Add tasks for your projects, assign to team members and add multiple collaborators. Set deadlines, check status and activity logs. Team members can comment and attach files. Mention users in comments and get instant notifications. Easily create multiple tasks and clone similar tasks. Manage tasks by list and drag & drop in kanban view.
Create recurring tasks automatically through cron job. If you need to do same kinds of tasks after every certain time, then set the recurring tasks. It allows to set different time duration to create tasks.
Create estimate request forms according to your services and get estimate requests from leads and your customers. It helps to get more projects and find potential clients.
Send estimates to your clients based on their estimate request or the service you provide for them. Send estimate email with pdf and get approval from your clients. Create projects from the estimates and convert the estimates into invoices.
Add your custom invoices and send email with attached invoice pdf to your clients. It supports different currency for different clients. Get records of your invoices and filter by different statuses.Set multiple taxes in the invoices. Change the invoice color and logo to match with your brand. Set custom footer in the pdf for additional information.
Set recurring invoices to auto generate monthly, yearly or different time periods invoices. Send the invoices automatically and reduce extra work.
It support online payments via Stripe, PayPal and Paytm. You can enable or disable the partial payments option. It generates payment confirmation notification and mark the invoice paid automatically.
Manage your customers and the contacts of the customers. You can allow to register customers or add your customers manually. Get the detail information about contacts, projects, invoices, payments, estimates, estimate requests, support tickets, essential files, events and notes for each clients. You can allow your clients to use the client portal. Each clients will get individual dashboard to see their projects, invoices and other information. Let your clients followup the projects and get feedback instantly. Set permissions for the clients to limit their access.
You can communicate with clients via messages and chat. Set the permissions that which team members can communicate with clients. See online status of your clients.
Send direct messages to your team members. Create multiple conversations based on different topics. Reduce waiting time for feedback and make project management more faster.
Manage potential customers and followup their status. Auto collect leads form public estimate request. Add notes, files and events, easily convert leads into customer with all existing information.
Let your clients to create support tickets and get notifications by web and email. Auto generate tickets from customer emails. Assign tickets to team members, reply comments with attachment. Mange customer support in one place.
Track all your expenses and get projects and team members cost overview. Check expenses of different categories and compare income vs expenses. See income expenses chart of different time periods.
Create knowledge base articles for you clients and mange custom support more efficiently. Create different categories for knowledge base and let the customers solve their problems without asking for support.
Create internal knowledge base for your team members. Add different articles for different types of rules and information. Only team members can access the help articles.
Add your team members and set different roles for different members. Manage their accounts and get overall information at a place. All team members can access their dashboard based on their permissions.
Create your personal events list and share events with team members and clients. Integrate google calendar and stay synced. See upcoming events in dashboard.
Store your private notes and attach files. Add useful tags with notes and find easily. Create public notes for projects and let access to the project members.
Create announcements for your team members and clients and publish on their dashboard. It helps to inform about any notice easily with others.
Share ideas and documents with your team members. Add essential links and news to improve your team growth.
Manage attendance of your team members by the time cards. You can set IP restrictions for time cards access so that team member can’t log the time from outside of office.
Manage your team members leave applications. Check total numbers of leave taken by each team members. Add different leave categories. Approve or reject leave applications. Set supervisors for different team or team members.
Create your personal todo list and manage your work more efficiently. Don’t forget to do any important task and stay focused on daily work. Each team members and clients can add their personal todo list.
Get notifications for all important actions including task creation, comments, tickets, messaging etc. There are 2 types of notification. You can get the notification in the application and also in email.You can enable or disable all notifications and set who’ll get which notifications.
Get real time notifications in your browser using pusher.
You can use google drive as a alternative storage. All files you upload using the application will be stored in google drive.
Greatly simplifies project management. Track the activities of the different team members, track the time in each activity and get the timesheet. Send project invoices to your customers and receive payment online. See automatically calculated project progress. Add several milestones and meet the deadline. Discuss projects and get customer feedback.
Creates a space for every team, department, or major project to share knowledge, information and keep work organized. Desktop version allows you to view and manage every single detail of your business.
Manage your projects and your talent in a single system, resulting in empowered teams, satisfied clients, and increased profitability. Mobile version is good to keep everyone in sync and send updates instantly..
Worksuite can be accessed on laptop, mobile or tablet. Our responsive design ensures clear data visibility on all types of devices.