The All-in-one CRM System That Simplifies Your Business

Our CRM System?

With our CRM system, you’ll have everything you need to manage your business, support your customers, and make smarter decisions—all in one place. Contact us now for a demo.

Why Choose Our CRM?

Our CRM system is designed to make managing your business easy. With everything you need in one place, you’ll save time, work more efficiently, and keep your team and customers connected.

Keep Everything in One Place

Say goodbye to scattered data. Our CRM keeps all your customer information, project details, and communications in one organised system, so your team has what they need at their fingertips.

Ready to Go, No Customisation Needed

Our CRM is ready to use right away—no need for complicated custom setups. Whether you’re managing sales,
support, or projects, the system comes with pre-built workflows and tools that work for any industry.

Built-In Security and Reliable Access

Security is our priority. With two-factor authentication, AI threat detection, and secure data storage options, you can trust that your information is protected. Plus, you can log in easily with social media accounts like Google, Facebook, LinkedIn, and Twitter.

Reporting and Insights That Help You Grow

Get valuable insights into your business with detailed reports on customer interactions, tasks, finances, and more. Our CRM makes it easy to track what’s working, so you can focus on growing your business.

Integrates with Tools You Already Use

Our CRM connects seamlessly with platforms like Shopify, popular payment gateways, and secure storage options like AWS S3. You’ll get everything working together smoothly, right from the start.

Full List of CRM System Functions

Customer Management

Store and organise all customer data in one place.
Track client interactions and relationship details.

Task Management

Create, assign, and organise tasks with status labels (e.g., To Do, In Progress, Completed).
Track time spent on each task and view tasks by date for better management.

Project Tracking

Monitor project progress with a clear timeline and layout.
Use graphical representations to compare actual progress with ideal timelines.

Ticketing System

Handle customer queries through a multi-channel ticketing system.
Address issues and discrepancies efficiently.
Track tickets by type and status for better oversight.

Invoicing

Generate time-based and recurring invoices.
Create professional invoices and email them as PDFs to clients.

Payments

Track payments done by clients in the payment section.

Estimates

Auto-generate estimates from invoices.
Include clear price breakdowns and negotiation options.

Contracts Management

Store and manage legal contracts for projects.
Easily convert contracts to PDFs and use digital signatures for approvals.

Reporting & Analytics

Generate comprehensive reports on tasks, project timelines, financial data, and customer interactions.
Access insights to make informed business decisions.

Notifications

Customise notification settings across email, Slack, and other channels.
Distribute important updates efficiently within the team.

Security & Access Control

Protect data with two-factor authentication, AI-driven threat detection, and security monitoring.
Control access with roles and permissions for different team members.

Social Login

Multi-platform login support (Google, Facebook, LinkedIn, Twitter).
Centralised credential management for easy, secure access.

Storage Options

Choose from AWS S3, Wasabi, DigitalOcean, and other cloud storage options.
Store large data volumes securely, with easy accessibility.

Leave Management

Set leave quotas, approve/reject leave requests, and customise leave criteria.
Track paid and unpaid leaves for employees.

Attendance Tracking

Enable individual clock-in/clock-out tracking.
Use IP monitoring and location-based restrictions for secure attendance tracking.

Event Calendar

Mark important dates and schedule reminders.
Allow team members to create and customise their own events.

Notice Board

Share important updates with the entire team.
Use it as a virtual notice board to keep everyone informed.

Messaging

Direct interaction between team members and third parties.
Enable one-on-one conversations and group discussions.

Custom Fields

Add and customise form fields as per your requirements.
Ensure uniform data collection across different modules.

Custom Roles & Permissions

Assign specific permissions to different team roles for secure and organised access control.

Payroll Management

Manage employee payroll, including salary calculations, deductions, and bonuses.
Automate payroll processing to save time and reduce errors.
Generate payroll reports for tracking and compliance.

Zoom Integration

Schedule and manage virtual meetings through integrated Zoom functionality.

Biolinks

Create and manage biolinks for social media or marketing use.

Letter Generation

Generate various types of letters and templates for HR and administrative purposes.