Main advantages of CRMiUS
Project Management
- Assign tasks to employees and track their progress in real time.
- Manage projects, time and expenses in one easy-to-use interface.
- Create invoices and estimates directly from projects.
Financial accounting
- Create professional invoices and estimates in minutes.
- Accounting for expenses and payments, including recurring transactions.
- Accept payments via PayPal and Stripe.
Sales and customer management
- Easy management of leads via Kanban board.
- Automatic conversion of leads into customers.
- Create personalized offers for each customer.
Process Automation
- Generation of recurring documents (estimates, invoices, reminders).
- Notifications about contract deadlines, tasks and events.
- Powerful tools for creating surveys and analyzing their results.
Integrations and customizations
- Connect to popular services, including Google Analytics, payment systems and email clients.
- Integration via REST API to work with external applications.
- Customize custom fields to account for unique business processes.
Customer support
- Tickets system for managing requests and feedback.
- Knowledge base with the possibility to vote for useful articles.
- Chat for prompt communication with customers and employees.
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