Client Manager - CRM & Billing Management Web Application with GDPR Compliance
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Client Manager – is fully featured and responsive CRM for Client Management. Beautifully designed for best User Interface & User Experience. It helps you manage unlimited Contacts, Projects, tickets, Quotes, Invoices, Expenses, Domain, Support Tickets and get paid online integrated with payment gateway(Paypal). Invoicing System, helps you ease out business process with its features. Seprate client portal for clients to access quotes and invoices. Ticket Management allows you to provide personalized support to client, where they can submit new Ticket and keep in touch with you.
- Admin enters the client/lead details into Office Manager and assign the lead to staff/sales member. This sales-member + admin are now the only people who can access the client data, no other sales-members can view. This applies to any forms where client details are held such as projects, leads, invoices, quotes etc etc.
- Within Leads a datefield for data destruction/expire date need to be populated by sales-member.
- On contacts & leads there is marketing checkbox, ‘None | Email | Phone | SMS | Social Media’.
- Admin/SuperAdmin receives lead from client or 3rd party and can assign to staff.
- Created Client Portal so client can access their data any time.
- Client can Rectify their data.
- Client can Edit their data.
- Client can download their quotes and invoices.
- Client can choose their data for marketing or restrict it.
- Conset for Cookies