Build better relationships with your customers. Get to know your audience and discover new ways to market them when using Redgates Customer Relationship (CRM). Our Audience Dashboard shows you pre-built segments such as top locations, latest growth sources, custom markers, and customer value (CLV) value.
CRM is our own Customer Relationship Management software that fits almost any company, individual employee, or many other uses. With its clean and modern design, the CRM system can help you look more professional to your customers and it helps you to improve business performance at the same time.
Customer management is important and CRM helps in a number of ways:
● Manage invoice projects with the powerful Project Management feature.
● Link tasks with multiple CRM features and stay organized.
● Create professional quotes, intuitions, and invoices.
● Powerful support system with the ability to automatically import tickets.
● Keep track of time spent at work and charge your customers. Ability to assign multiple employees on the job and track time with assigned staff.
● Add work followers even if employees are not a member of the project. The project will be able to track the progress of the project without access to the project.
● Trace trails in one place and easily track their progress. Ability to automatically import leads from emails, add notes, and create suggestions. Organize your tracks by categories and easily convert categories by dragging and dropping.
● Create positive feedback from leaders or customers and increase sales.
● Records the costs of your company/project and has the ability to charge your customers and automatically convert them to invoices.
● Know more about your customers with powerful CRM.
● Increase customer retention through built-in surveys.
● Use the Tracking Objectives feature to keep sales goals in mind.
● Create advertisements for your employees and customers.
● Use the Contracts feature to lock current and future sales.
● Custom fields can store additional information for customers, tracks, and more.
● Receive payments from different platforms including, Paypal and Stripe in different currencies.
● Tons of adjustable options.
● Make CRM style your company's brand with a powerful theme style feature.
● A separate media folder for non-executive members to work within CRM and organize their uploads and files.
● Good looking calendar for each staff member based on employee permits.
● Tracking, reports, notes, files, and more.
CRM needs customer focus and CRM does that with a powerful support system that helps you track and resolve issues quickly with an integrated ticket system and customer reminders. Give them reminders, one or more employees and with one click, reminders can be sent to the email and in-app notifications system. These and other factors may bring customer satisfaction to the next level.
Customers
Easily manage your customers and contacts, create more contact for your customers, and set the appropriate permissions. The client area is completely separated from the administrator area. Clients have their own client portal with all the financial data from your company presented in a clear manner.
Invoices
CRM allows you to track your invoices, and items and generate reports. Add new currencies, using multiple currencies to allow pre-set customer currency. A different tax invoice based on an item.
Repeated invoices
Create recurring invoices that will be automatically re-created without you raising your finger, based on the time frame of the ongoing invoice. Time can be days, weeks, months, or years.
Repeated Costs
Creating sustainable costs. Set continuous costs and costs will be re-created automatically after a specified period.
Ratings
Create a rate within minutes, send it to your customers and wait to receive it, add notes to better plan your next actions, and create reminders. The ability to automatically convert the amount into an invoice after the customer has received it.
Suggestions
Create great suggestions for leaders or customers and increase sales. Receive a notification when a suggestion is accepted/rejected and automatically send a thank-you email to your customer after accepting the offer. Notification of late proposal within X days of receipt.
Online payments
Receive payments from PayPal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money, and Braintree, using our international payment gateways.
Projects
Manage projects and track time spent on each member's projects. Record project costs and invoices and charge your clients immediately. A Professional Gantt chart is included for each project and staff member.
Landmark
Create milestone projects and track time spent based on milestones. Ability to Drag and Reduce Jobs between Milestones.
Leadership
Leading or potential clients are a very important part of any company. Every company tries every day to find new leaders. It is very frustrating for some people to call and ask for a certain service offered by your company and sometimes this is forgotten. With CRM you will never forget your potential customers and you will be able to manage them all in one place. Track tracks in one place and easily track their progress. Ability to automatically import leads from emails, add notes, and create suggestions. Organize your tracks by categories and easily convert categories by dragging and dropping. Ability to automatically import leads from emails and the web to lead forms, leading leads from. CSV file included.
Web to lead forms
Create unlimited web-to-lead forms and inject them into your prediction page or website. This feature allows you to import leads that lead to CRM from the form. Use the web to lead forms to gather potential customer information, and allow them to request quotes directly from your website.
Contracts
You can add new contracts for your customers with this feature. Adding contracts is very easy, you can set a start date and end date and have a clear view of all your company contracts in one place. You will no longer need to search for documents on your desk. Create PDF contracts and submit them to your customers from CRM. Outdated contract reminders are available.
Tickets
A good supporting ticket system with automatic replies, secret staff ticket notes, ticket assignments, attachments, and pre-defined ticket responses, includes a knowledge base link, ticket essentials, and ticket conditions. A feature of automatic import tickets via the Forwarder / IMAP method is included. Let your customer respond and create new tickets via email, without accessing the client site.
Doors
Assign your employees to specific departments and the ability to automatically import tickets via departmental email.
Custom fields
Custom fields can store additional information for customers, and track, tickets, invoices, companies, ratings, and more.
Staff reminders
Set staff reminders for employees with email and built-in notification capabilities. Reminders are available in key features.
Theme Style without coding
We style CRM in your company's product with a powerful theme-style feature. To better fit your needs, create custom.css and add your own styles.
Events
Create private or public events. Receive a notification when an event comes with a built-in email.
Easily reset the admin menu
You can rearrange the main administrator menu and setup menu in a few seconds, you just need to log in to your admin area. No coding is required. Add / Remove Icons to Fit as per your business need.
Email templates
Set up pre-defined email templates from the text editor. Consolidation fields are available and multilingual options are available.
Staff Responsibilities and Permits
You can give employees a clear idea of what they can or cannot do. Roles permits can be issued to each employee.
Tracking Goals
Set goals and track achievements. Use the Tracking Objectives feature to keep sales goals in mind.
Personal
Each staff member can have his or her own personal dashboard that will allow your employee to easily organize their work.
Staff
Manage all your employees in one place.
Company Newsfeed
Share major corporate events, upload documents, and have easy communication for employees.
Staff Jobs
Assign multiple employees tasks, add job followers, approved job comments, and job attachments. Link tasks to multiple CRM features and stay organized.
Repeated Tasks
Create tasks that will be automatically created for a period of time.
Survey
Create surveys with a single click. Post to employees, directors, clients, or mailing lists created in person. Increase customer retention through built-in surveys.
Reports
Sales
Expenditure Report
Customer reports
Custom date selector
Leading Conversion
Basic information articles (Track whether your article is helpful to customers, improve text based on votes)
Knowledge Base
Add knowledge-based articles from the text editor. “Did you find this article helpful?”
Media Library
Upload files to the media library. Each non-administrator employee has their own file upload folder.
Auto Backup Database
Set up an automatic backup site for day and X to avoid losing your important data.
Sensitive data encrypted
CRM encrypts all sensitive data on the site with a unique encryption key. Encryption is performed on email passwords, API keys, API passwords, etc.
Server-Side Data Tables
CRM uses server-side data tables to manage large amounts of data.
It responds
fully responsive. You can easily access your data from a mobile phone or tablet.
Google reCAPTCHA
Google reCAPTCHA is available for management login, customer login, and customer registration site.
Action hooks
To prevent editing contextual files we have created action hooks for some important things. Email us if you want, and we will add another action hook based on your needs.