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
Dan has recently created my website and I cannot recommend him highly enough. From start to finish he has been accommodating, professional and efficient! Most importantly for me, patient. He really knows his stuff and can help guide you if you aren't sure what you need.
Thanks Dan for everything and I'll continue to bug you for tweaks.
I used Daniel to build me a website for my business, with the price I paid I wasn't expecting anything spectacular but he really went above and beyond, his professionalism and attention to detail was second to none, since then I have used Dan to continue growing my website plus paid for his SEO services which has helped to get my business seen online and because of this my business is flourishing.
Our Facebook page now reaches over 6 thousand people and has definitely got us seen, we have gained a massive new customer base and are now making over our daily costs with massive thanks to Jade! If you're thinking about it, think no more and contact her, you will most definitely not be disappointed
Book in today to have a chat
Start to put the fizz back into your digital marketing by getting in touch with us today!