Cloud CRM, Accounting and Billing Software
Transform how you do business!
With Cloud CRM, you have the proven best tools for your business & Personal Finance. Uncover insights, make decisions faster with more confidence, and do your best work with Cloud CRM, today.
A New Generation of Business Software / A Software from the Future
Real-Time Business Intelligence
No matter what kind of business you’re in — technology, consumer goods, manufacturing or anything else. This is the Dashboard, designed for you. Spend less time on manual tasks & Start focusing on what truly matters for your business.
Cloud CRM is your True Friend, even if you are One Man Army, you handle everything for your Business, now you can do better.
Business transactions are the interactions between businesses and their customers, vendors and others with whom they do business. It is the key element for any business. A business must record all business transactions to ensure complete and reliable information when the financial statements are prepared.
Cloud CRM has innovative feature in order to maintain accurate account balances, to ensure accountability, to establish historical business activity data, and to provide information to decision-makers for determining business strategy.
Manage Your Customers
Customers are the most important people for any organisation. It is the customer who creates demand for goods and services.
Cloud CRM is a platform that allows you to maintain a focus on your customer in a faster, simpler way.
- Log customer activity, e.g. Quote request, Phone call details etc.
- Create & Send Invoice for Customer
- Customer Portal
- Assign downloadable files for customers with secure url. Customer will be able to download assigned files from customer portal
- Add orders for your service / products for your customer. Orders with orders details (e.g. Order activation details) will be shown on customer portal
- Send Quote / Proposals for your customers
- Send email to your customer
- Add profile image for customer
- Log, track transactions for your customer & customer will be able to view it from customer portal
- Send notifications, sms using hooks
- Add even more features using Plugins
Create Beautiful Invoice
Create Quote Online
Cloud CRM Invoicing software is one of the best invoicing software in the market. It’s ready for both online & offline invoicing method. Create it, send it, get payment online. Or print it, give it to your customers. We have added innovative way to send invoice. Every invoice generates unique, secure invoice url. You can send it via email, messenger, live chat. So that customer does not need to login to view your invoice. Customer can pay invoice directly using this link.
- Send Notification- Invoice Created, Payment reminder, Overdue notice, Payment confirmation etc.
- Get paid faster with Online Payment gateways
- Create invoice with wysiwyg editor
- Add notes, payment terms in invoice
- Add Payment to invoice, Record Partial Payment
- View / Download PDF
- Customizable invoice layout
- Send SMS notification using hooks
- Link to generate printable version of Invoice
- Client can access all invoices from Client Portal
- And add custom feature based on your business requirements using Plugin
Get Paid Online
Send Quote / Proposal / Estimates
Using Cloud CRM, you can create beautiful quote with wysiwyg editor. Customer can accept it from Client Portal or using unique url. Later you can convert it to Invoice.
- Create quote using wysiwyg editor
- View / Download PDF
- Send Email with quote
- Convert it to invoice
- Quote accessible from Client Portals
- Customer can Accept or Decline Quote
Sample Quote Generated by Cloud CRM
Manage orders for your services or products. Send order activation welcome email from your Admin Portal.
- Create Order for your existing services or products
- Send order activation email, e.g. Hosting Account Details, Software License Details, your Consultancy service details etc.
- Client can access all orders related to this client from client portal
Upload files / documents & assign it for Customers. Customers will be able to view this in customer portal in “Downloads” section. Customer will get secure download link. In that way you can send files to customers.
Add business events in your calendar, so that your team will never miss a business events. There are so many usage case for calendar. e.g. Add date reminder for your recurring Bills for your business, add birthday event for your employees / team members etc.
- Contact Management
- Contact Activity
- Contact Profile with Image
- Send Email directly from Portal
- Full Featured Ajax Quick Invoicing
- Create Recurring Invoice
- Send Invoice Payment Reminder & Payment Confirmations
- Collect Payments with Payment Gateway
- Track Income, Expense
- 8 Reporting Tools
- Beautiful Dashboard for quick snapshot for your Business
- Logs for Audit
- Supports Multiple Users
- Fully Branded, No Powered By, No Copyright Notice
- One Click Database Backup
- Optimized for best performance
- Tested by generating millions of random transactions
- Supports to send email using SMTP
- Customizable Email Templates
- Tag in Customer Accounts, Transactions etc.
- Contacts, Customer Notes
- Email Message Log
- Create invoices quickly
- Customize invoices including logo, notes and more
- Set Goal for Net Worth
- Send Invoice directly to your Customer from the portal
- Notify to your Customer When invoice paid, due, Payment Reminder
- Access from Anywhere with Unique Invoice URL, authenticate via token
- PDF Invoice, Customer can download PDF Invoice with Single Click
- Printer Friendly, Separate view for Printer Friendly version
- Get Paid Online, Integrate with Payment Gateway’s
- Create Recurring Invoice
- Attach Invoice Transaction with Bank Accounts
- Partial Payments, available option to record partial payments for Invoices
- See it All, a Full history of your specific invoice including Related Transactsios, & Sent Email Log
Bank & Cash
Track all your Bank accounts from one single place. Know total balance, transactions, statement etc.
Products & Services
Sell both Products & Services. Create products & services, use it in Invoicing, Proposals, Orders etc & Track your sales.
Add custom features using plugins and apps. Create your own or buy existing from the marketplace.