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