Cruzata Claim

Cruzata Full CRM & PMS is a cloud-based Customer Relationship Management (CRM) & Project Management Solution (PMS) designed to help organizations manage client interactions, manage projects, staff, contracts, invoicing estimates etc in one single place seamlessly. It serves any kind of teams across small and midsize businesses, freelancers and individual professionals looking for a solution to manage their business activities.

1.     Invoice management

2.     Payment history

3.     Prepare Quotations/Proposals

4.     Add New Contracts and manage them

5.     Manage sales pipeline through KANBAN

6.     Manage Projects through KANBAN

7.     Entire Account Summary of Customers

8.     Ticket management

9.     Project management with Gantt Chart

10.   Entire Activity log of each project

11.   Timesheets for time tracking of the employees and vendors working on project(s)

12.   Create Discussion with customer

13.   Document management for uploading files related to projects, customers etc.

14.   Advance Reporting

15.   Auto Responders on Invoice Payment due reminders, Welcome User emails, Task reminders, Project Milestone reminders, Estimate Proposal Reminders, Contracts, Tickets etc.

16.   Custom settings and permissions for User Roles according to their user rights.

17.   Email templates for Auto Responders

18.   And much more.

Users can generate ad-hoc reports and analyze trends related to business and sales performance. The project management and timesheet features allow users to plan project milestones, create to-dos and record time spent on various activities.

This Software is a One Time Solution (with full source code) hosted on your servers that includes customer support via email and Skype chat.