Software Development
Manage your leads and customers from 1 platform, quickly generate and email proposals
CRM Features
Our CRM contains a lot of features designed to make your lives easier, and we are always working on new features so you can focus on other important areas of your business
Lead Management
Manage your leads in one place, and create detailed notes, proposals and tasks asscociated with those lead. Each lead status can be updated quickly, so you can see at what stage each lead is currently at.
Quickly convert your leads into customers ith the click of a button. Any notes, tasks and proposals will also be converted with that lead so you don't lose any valuable information.
CRM
Store important documents on each customers account along with and services that you provide to them. Created detailed note, create tasks and proposals and update a customers status based on your own terminology.
Add your own services as well as the rate you charge to each customer, the overall value of that total is displayed on the dashboard.
Create and send Proposals
Customise your own proposal documents by uploading your logo, a background image and a primary colour. You can then quickly and easily create PDF proposals, include a detailed description of the work provided as well as a breakdown of costs.
Once the PDF has been created you can quickly email it direct to the already selected lead or customer, that proposal will be then marked as sent.
Keep track of your Tasks
Users can view all the tasks that are assigned to them, with detailed information of the task added by the creator. The status of each task can be updated to reflect the stage it is at in your process.
Why Our Customers Choose Us
Daniel has just completed redesigned both our logo and website at JaRo HR. From the very start we felt Daniel listened closely to what we wanted and how we wanted our brand to feel. We're over the moon with the results!
Thank you Daniel for taking HR and making it stand out. We will be recommending you to everyone!
I had the pleasure of dealing with Daniel when it was decided our 'out of date' website needed a whole new look and feel, to make it more customers friendly.
Daniel took the time to talk us through all the options available and it was decided it would be the best option to create a brand new website on a new platform. This brought up a number of issues and problems for us however Daniel was great at communicating various solutions and different ideas we hadn't even thought of. Daniel has a great sense of humour which quickly made him feel like one of the team and we couldn't be more pleased with the final result, despite the number of obstacles we put in front of him! (He has a lot of patience!!)
Our expansion has meant that we needed to update our web site to represent the new brands we now offer in a changing digital world.
Daniel listened to our brief and efficiently came up with a plan to design a new and complicated web site from scratch.
During the design process which was all done remotely we had numerous conversations. Changes were quickly implemented to our complete satisfaction.
Book in today to have a chat
Start to put the fizz back into your digital marketing by getting in touch with us today!