Main Your-CRM Features In Detail

System Configuration

User Dashboard

Your user dashboard shows your open support tickets, outstanding invoices and work in progress (projects).

Also shown on the right is your events planner and latest quotes and invoices created in the last week.

Company Setup

You can enter all the details about your company including, address, phone, fax, email and tax information.

You can also upload logos for your invoices as well as your company logo in the header bar on every page.

Newsletter Templates

Setup newsletter templates so you can send professional HTML emails to your clients.

Document Uploads

Upload company documents so all members of staff have easy access to them.

Events Calendar

Each user has their own events calendar. All company calendar events are displayed on the dashboard calendar.

Clients

Client Details

Organise all of your client details for easy access. Also displays any outstanding invoices for that client at the top of their details.

Contact Clients

Send emails to your clients in bulk. You can send to a single client, a client group or all clients in one go.

Client Types

Group your clients into various client types (groups) to keep them organised.

Call Logs

Enter information into the call logger so that you can look back and remember when you called a client and what it was about etc.

Client Support Tickets

Improve your customer support using the new ticketing system. Keep track of client support issues until they are resolved.

Projects

Project Management

Keep client projects on track with full project details, time sheets, expenses, tasks and uploaded documents.

Project Tasks

Organise your workload with project tasks (to do lists).

Project Expenses

Manage project spending with project expenses. Expenses are added up and displayed on the project details page.

Quotes

Create Quotes

Create quotes for your clients and send them via email. Clients can comment on them and set the status to "Accepted" or "Rejected".

Quote Details

You can edit a quote, email a quote, re-print a quote and change the quote's status. If you have not created an invoice from the quote, the "Create Invoice" button is visible. You can't edit a quote once an invoice has been created from it.

Sales Leads

Sales Lead Details

Log sales leads to keep track of your sales pipeline. You can create tasks, call logs, events and quotes against a sales lead and they are all displayed together on the sales lead page.

Sales Lead Products

Create products and product groups to assign to sales leads (used for sales lead reporting).

Reporting

Export

You can export clients into a comma delimited file for importing into a spreadsheet. You can also bulk print quotes or invoices by date.

Sales Statistics

Display your sales statistics between dates for quotes, invoices and hours logged.

Account Snapshot

View a snapshot of your company listing total quotes, invoices, sales leads and projects grouped by user.