Features
Capture leads effortlessly through web forms and landing pages. Never let a potential client slip through the cracks.
Upload Any Documents
Upload Images
Set Up Follow Up
Set Up Meetings
Select a client
Manage Projects
We help you to streamline your process
Effortless Scheduling
Manage your appointments, set reminders, and never miss a meeting. Stay organized and on top of your game.
Task and Activity Tracking
Track your daily activities and to-dos. Our CRM helps you stay focused and productive, ensuring nothing falls through the cracks.
Tracking the origins of leads
You may track the lead source, and understand how a certain client found your business by monitoring the lead source. Knowing this information allows you to plan tailored marketing efforts or distribute related promotional materials to your leads.
Document Management
Store, access, and manage your important documents within your CRM. No more hunting for files.
Data-Driven Success
Access detailed reports and analytics. Understand your business better and plan for growth.
Import and Export Data
Easily import and export data to and from your CRM. Keep your records up to date effortlessly.