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Estimate tasks, set budgets, build reports & track time. All inside your project management tool

Projects

Manage projects, create milestones, tasks and upload files, add notes. Track expenses and time spent on each task and bill your customers. Give your customers the access to view the project’s progress or create tasks

Tasks & Timesheet

Create tasks and assign them to your team members. Post comments, upload attachments, mention any team members in your comment (and they will be notified). Log times spent on task and optionally bill your customer. See kanban board view of all the tasks and easily drag and drop tasks between statuses

Milestone

Create milestones for projects and see automatically generated Gantt Chart. Easily drag and drop tasks between milestones.

Lead

Build highly targeted contact lists and manage them in one place. Create custom statuses and sources for your leads and organize them accordingly. Create smart summary of information to help you build a conversation. This will hel you to built customer relationship management software for company as per their personal uses. Record information when you get in touch and filter leads based on the date you last contacted. Create tasks, add notes, and send proposals. Import leads from CSV/Excel file.

Reminders

Setup reminders for your team members to remind them about something important. The system will automatically send an email and a real time push notification to the selected person.

Customers

Create an unlimited number of customers and contacts. Import customers in bulk using csv/excel file. Easily search a customer with name, phone number, email etc. See all invoices, estimates, proposals, tasks, expenses, contacts of the customer from the profile page. CRM for software company in uk are already considering this and rapidly growing their business.

Client Portal

Allow your customer contacts to access their own portal to track project’s progress, create tasks, upload attachments, comment on tasks, create tickets or add replies, see invoices, estimates and other financial data based on your settings.

Vendors

Create a profile of vendors you deal with on a regular basis to keep track of your expenses. This not only helping you to track also it will you to improve, customer relationship management software for company or, for organizations completely in under control and track every step with reports

Proposals

Create cool proposals by including images, tables, YouTube videos. Set up a proposal template utilizing available short codes for common texts like company name, email etc. Send a proposal via email or a shareable link. Get notification when the proposal is accepted and digitally signed or declined. Every bit of features you can get. Organizations are actually get benefited from crm for software company in UK is provided by The UniQue Culture. Its already more than 10 years of in CRM system service providing & helping Many Companies to managing the relation with their huge customer circle.

Estimates

Create estimates in no time. Send the estimate to your customers via email or a shareable link. Your customers can accept or decline the estimate even without login. Easily convert an estimate to invoice.

Invoices / Recurring Invoices

Build professional invoices and send to your clients as pdf format or a shareable link. Create recurring invoices if you bill a customer on a regular basis. Just set how frequently you want to create the invoice and the system will create it automatically. The system also automatically updates the status of an invoice if the payment is overdue.

Credit Notes

Create credit notes and apply to invoices

Expenses

Record company expenses. Optionally tag a project and customer for the expense and create an invoice from it if applicable.

Tax

Create multiple tax rates and use in invoices, estimates and proposals

Online & Offline Payments

Receive payments for your invoice online using Stripe. Setup the API information in the settings page to allow your customers to pay using a credit card. Add the name of the offline payment method you deal with and use it when manually recording a payment.  

Multiple Currencies

Setup multiple currencies.

Support Ticket System

Create support tickets or allow customers to create one from their own portal. Add internal notes, upload attachments, predefined ticket replies, insert knowledge base link. Create your own ticket priorities, ticket statuses and departments.

Import ticket from emails

Let your customers or potential customers (not registered) reply and create new tickets via email, without accessing the client portal. Configure IMAP settings for each department and the system will automatically convert email to new ticket or a reply to an existing ticket.

Knowledge Base

Create knowledge base articles for your customers using rich text editors and group them by custom categories.

Reports

• Sales
• Expenses
• Customers
• Leads Conversions
• Timesheet

Responsive

Built using Bootstrap CSS which makes it fully responsive. Access your data from desktop, mobile or tablet

Quick Setup

Connect The Unique Culture CRM  with your tool and start tracking time right away. No manual project setup is required.

Automatic Updates

Our CRM syncs change automatically. That means your reports will always show the freshest data.