DISCOVER HOW SGI CRM HELP TO GROW YOUR BUSINESS
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FEATURES
What we bring to you
PROJECT MANAGEMENT TOOL
Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers.
ONE CLICK INVOICE CREATION
Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item.
CREATE ESTIMATES
Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept.
CREATE GOOD LOOKING PROPOSALS
Create good looking proposals and impress your potential clients or customers. Include images, tables and YouTube videos with the powerful editor.
LEADS MANAGEMENT
With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email
RECORD EXPENSES
Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days,
SUPPORT
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achievements & statistics in CRM
In last 10 years CRM usage increased from 56% to 74%
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