Custom CRM
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Our customized CRM takes your entire business to the next level, empowering you to work smarter by optimizing your workflow and automating your customer experience.
Customization of the system includes brand color, custom theme based on your industry, 10 custom links, custom client portal, custom invoices, on-boarding form setup, 1 custom document upload page, 4 custom industry-specific client pages, and custom staff dashboard.
CRM includes:
Secure Messaging with Clients
Live Chat with Staff
E-Signing/Contract
Email Marketing/Drip Campaigns
Automation/Appointment Booking
Cloud Proposals/Cloud eSigning
Cloud File Storage & Transfer
Client Onboarding
Sell E-Learning Courses
Invoicing & Subscriptions
Custom Dashboards
Forms
$1,497.00