CRM & Project Management Software for company
Manage Customers, Leads, Projects, Tasks, Create Invoices, Estimates, Proposals and many more.
Easy-to-use time tracker. Know the time spent on tasks, hours of work, and breaks for each employee
Host it on your server or PAY US MONTHLY.
Estimate tasks, set budgets, build reports & track time. All inside your project management tool
Software that helps you work smarter, faster and let’s you work more collaboratively
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
Create milestones for projects and see automatically generated Gantt Chart. Easily drag and drop tasks between milestones.
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.
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.
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.
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.
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
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.
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.
Create credit notes and apply to invoices
Record company expenses. Optionally tag a project and customer for the expense and create an invoice from it if applicable.
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.
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.
Create knowledge base articles for your customers using rich text editors and group them by custom categories.
Create teams and add your team members. Assign a team leader for each team
Role based access control
Create an unlimited number of user roles and set necessary permissions for it. Assign role to a user to limit the access.
Each team member has own personal todo widget on dashboard
Real-time push notifications
Get real time push notifications when the application is open on your browser; just like on Facebook. Simply set up Pusher.com’s API information on the settings page and the system will do the rest of the work. You can always turn this feature off or on.
Upload files in the media library. Each of your team members will have separate folders for uploading files.
The system comes with predefined email templates for using when sending invoices, proposals, estimates, notification for new comment, ticket, reply etc to your customers. Change the parts of sentences you don’t like or even change the language. There is also option for using short codes/merge fields
Also add your custom HTML and CSS to modify the header and footer part of email
Choose between SMTP and Mailgun
Configure how you want the application to send your emails; on the settings page . You can either choose SMTP API service. Generally it’s a good idea to use a transnational email service like Mailgun to ensure that mail is not delivered in your receipt’s spam folder.
The system uses job queues to defer the processing of a time consuming task such as sending an email. Deferring these time consuming tasks drastically speeds up web requests to your application.
- Leads Conversions
Built using Bootstrap CSS which makes it fully responsive. Access your data from desktop, mobile or tablet
Connect The Unique Culture CRM with your tool and start tracking time right away. No manual project setup is required.
Time tracking controls natively appear inside your project management tool, making it easy to track time.
Our CRM syncs change automatically. That means your reports will always show the freshest data.
Where start-Ups and Small Business Owners grow an epic business
- Manage and invoice projects with the influential Project Management Feature.
- Link responsibilities to many The Unique Culture CRM features and stay organized.
- Commanding support system with ability to auto import tickets.
- Track time spent on tasks so that you understand project better and bill your customers. Ability to allocate multiple staff members on task/tasks and track timer to manage your staffing needs better.
- Build proficient, great looking estimates and invoices.
- Add task followers even if the staff is not project member.
- The ability to track the task progress without accessing the project.
- Keep track of leads in one place and easily follow their progress.
- Auto import leads from email, add notes, create proposals so to attach and send email reports.
- Arrange your leads in different stages and change stages easily with drag and drop functionality.
- Create good looking proposals for leads or customers so to increase sales and revenue.
- Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice. Invoicing ability.
- Know your customers with a dynamic CRM platform.
- Use the Goals Tracking feature to keep sales goals in mind. This is for Milestone tracking
- Create announcements for your staff members and customers.
- Use Contracts feature to lock in current and future sales.
- Custom fields can store extra information for customers, leads and more.
- Multiple payment gateway integration with multi currencies features.
- Loads of configurable options to customize as per your needs.
- Unglued media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
- Calendar view for each staff member based on staff permissions and visibility.
- Follow ups, reports, notes, files and many more features as you need
- Increase customer holding via built-in Surveys which gives you feedback to improve.