- Project Management
- Expense Management
- Customizable Reports
- Project Budgeting
- Project Forecasting
- Easy to use dashboards
- Invoicing module
- Task Management
- Documents Management
- Leave Management
- Clients management
- Resource management
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Contact relationship management
Customer Relationship Management (CRM) or Contact relationship management is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.
WizCRM is simply a tool that helps with contact management, sales management, productivity, and more.
With cloud-based integrated features for sales, proposals, marketing, accounting, ticketing and more hence doesn’t require experts to set up or manage. WizCRM has a clean and modern design.This will therefore, help you look more professional to your customers. In addition, the business performance will also improve.
Keep track of everything between you and your customers
C.R.M Benefits for a Business
- Better client relationships.
- Improved ability to cross-sell.
- Increased team collaboration.
- Improved efficiency in serving clients.
- Greater staff satisfaction.
- Increased revenue and profitability.
- Cost savings.
- Less client attrition.
WizCRM helps your team manage projects through their entire life cycle, from initiation to planning, working, invoicing and getting paid.
Carefully nurturing new connections and leads is the first step on the road to a successful sale. Using a CRM software for lead management organizes, and simplifies the whole process.
Set the right expectations with professional-looking estimates. Once you get your client’s approval of an estimate, convert it into an invoice without having to re-type the information.
Need to share a document or prototype with your team? Upload it to your Project in WizCRM and keep everything easily accessible.
Automatically send invoices out on a schedule so you don’t have to spend time creating similar invoices for the same client.
Easily set WizCRM to automatically apply a late fee when your invoice becomes overdue to give your clients that extra incentive to pay you quickly.
The calendar shows everything from tasks to projects and even invoices. Create events, set their due dates and even assign them to projects.
No more chasing clients for checks or waiting in the line at the bank. Let your clients pay their invoices online. From sending invoice reminders to securely charging your client’s credit card.
WizCRM intuitive interface lets you drag and drop your deals as they pass through each stage of the sales pipeline. The ability to have multiple sales pipelines can be a huge advantage to your sales pipeline management.
Our Knowledge Base system enables your teams to create, maintain, and easily publish articles. With answers available upfront via a knowledge base, your customers will solve problems themselves reducing the number of tickets you have to answer..
With WizCRM, you can sign and send contracts to clients for approval. We will automatically send reminders to your clients to remind them to review your contracts.
With just a few clicks create a credit note specifying the amount you owe to your customer. And while invoicing the customer next time, apply the credit note on the invoice to automatically adjust the billing amount.