HCT CRM V2

HCT CRM V2 is a software that enables organizations to manage their orders, proposals, proforma invoices and projects.

Advantages of the system: You can review all the information with a single page with special widgets on the homepage. You can send offers to your customers quickly. You can track whether your submitted offer has been reviewed. The Customer may accept the Offer or initiate a discussion. You can convert the accepted bid to Invoice with 1 key. It's easy to create detailed reports instantly! You can reach from anywhere with our software that works compatible with phone and tablet. You can manage your employees with a single click.

You can design your projects.

From the Customer Panel, your customers can view their own fields and report their past invoices and projects.

Customer can create a Support request in the panel. You can view the bills balance sheets. Follow projects and assign tasks.

Basic features of the software;

Home page
Things to do
Completed Works
Customer Card
Product entry
priced description
User Panel
Customer Panel
Email control
Campaign Module
Invoice
Pro forma
Bid
Payments
Credits
expenses
Tasks
Support
Potential Customers
Customer Information Center
Reporting
Email Reminders
Different Language Options
Activity
Interdepartmental documents and ideas sharing
Announcement
Export for all reports / lists (csv, excel, pdf or direct print)
Importing data in csv format for customer and prospective customer
Ability to accept offer, contract with digital signature for customers
Invoice merge
Create recurring invoices