Customer Relationship Management

A CRM and Project Management System designed for freelancers and businesses who need a quick and easy way to manage their clients, projects and invoicing & many more

What is CRM?

The CRM system (Customer Relationship Management - CRM) is an information system whose concept of management, mainly focuses on building long-term relationships with customer and gain its loyalty.

CRM system assumes that a lot cheaper to maintain our current customer than to acquire a new one. You must remember also that not every "client" is paid for our company and for this reason should focus in particular on those customers who are most profitable.

AtisCRM is more than well-known CRM systems, tailored to each client modules and system capabilities, so that you may always need and everywhere to use CRM system. On the go? In Delegation ? In other Country ? Nothing stands in the way to use the AtisCRM! Just have a mobile phone and Internet Access, it will freely use the system at any time of day or night. In the car, on the train or on a park, beach.

The concept of CRM is to check the company's key clients, using appropriate strategies, effective cooperation team of employees or increasing customer satisfaction.

The CRM Systems stores all information about customers, partners, suppliers and all those with whom our company works. With the AtisCRM you can easily check the history of the customer, manage correspondence, projects, prepare and send offer to select the most profitable customers or organize the work of traders and other employees.

Why AtisCRM ?

The market is very much different for CRM systems, ranging from systems written order to complex systems ready boxed. They are gaining great popularity CRM systems that can be purchased in the cloud. So why AtisCRM?

It's simple, it is a system adapted 100% to customer needs, their requirements or financial possibilities.

AtisCRM can be purchased in 2 options

The purchase of licenses for the company or subscription. But this is not the only distinguishing feature of the system AtisCRM, because of buying AtisCRM in the form of a license or a subscription client there is no limit to the number of users of the system. The following guide will show you how many features have the AtisCRM system.

Log in to the AtisCRM system is simple and pleasant enough for us mobile phone with Internet access. The app is responsive, so it adapts perfectly to the size of the display of your Smartphone, Tab or Laptop

Key Features

Customers and Leads

Contacts, Addresses, Notes and Groups. Create new fields. Easily link everything under a Customer.

Website Management

Website Details, Invoice Subscriptions, Change Requests, RSA/AES crypto for Passwords and more.

Track Quotes and Jobs

Online Quote Approval, Job Task Discussions and Task Timer. Create and send a PDF Quotes. Record Job expenses

Invoices and Payments

Send PDF Invoices. Accept payment via PayPal, Stripe & Authorize. PayPal subscription payments. Automatic overdue notices.

Full Feature List

Customer Management
Manage your customer database. Store, search and group customers. Import from CSV. Keep private notes. Multiple contacts per customer.

Staff/Customer Login
Customers can login to view their information and perform restricted actions. Multiple staff accounts. Control permissions & view login history.

Job Task Discussions
You can email a Job to a Customer from within UCM. The email contains a special link the Customer can click, and then add comments to any Task in the Job. Great if you need feedback on quoted items or half completed Job Tasks.

Job Deposits
Collect deposits before commencing work on a Job. Deposit is subtracted from final invoice amount.

Renewable Jobs & Invoices
Track Jobs and Invoices that repeat (eg: website hosting). Ability to modify a Job/Invoice after it renews. Dashboard reminders when ready for renewal. Specify renewal period (eg: 7 days, 1 year).

Income & Expense
Track your income and expenses. Estimate your monthly income. View historic financial data. Schedule recurring bills. Reminders and budgeting.

File Uploads
Customers and staff can upload files. Tag image files with comments. Email alerts on file uploads. Assign files to customers/jobs.


Membership Subscriptions
Manage members from your group or club. Get alerted when members subscription is due for renewal. Generate invoice and receipt for membership subscription.

Mobile Device View
Want access to the UCM on the road? This system comes with a cut down mobile friendly view. Try it from your phone to see! You can also disable the "mobile view" and use the standard responsive layout if you wish.

Custom Fields
Create your very own custom fields through out the system. eg: Store the customers favorite color or birthday, record an invoice purchase order # or external job ID. Custom fields are also made available within templates and emails.

Fine Grain Permissions
Security and permission options to control which users/customers have access to which features. Create, edit, delete and view. Limit staff to assigned jobs and more.

Template Editor
WYSIWYG editor to control many templates through out the system. Email templates, invoice templates, thank you messages and more!


Credit Notes
Raise a Credit Note against an existing invoice. Send the Credit Note as a PDF to the Customer.


Customer Signup
Customers can sign up using a form on your website. Default jobs are created against the new customer ready for quoting.

Jobs
Link Jobs to Customers and Websites. Send Job Quote to customer for pre-approval. Customer can track Job progress. Add Tasks to Jobs.

Job Tasks
Add new Tasks to Jobs. Assign individual Tasks to staff members. Track how many hours are spent on each task. See if staff spend more than quoted time on a Job Task.

Invoices
Generate PDF invoices, email invoice to customer straight from system. Mark when invoice is paid. Overdue notices. Part payments & invoice merging.

Automatic Overdue Emails
Choose an Invoice Due Date and UCM will email automatic PDF overdue notices if the invoice hasn't been paid.


Website Management
Record customer website details. Keep FTP passwords, notes and website history all in one place. Link Jobs and Invoices to websites.

Online Payments
Receive payments on invoices via secure PayPal, Google Checkout or Stripe. Invoices marked as paid upon successful payment. Part payment on invoices. Payment history. Payment receipt.

To Do List
Dashboard overview showing your TODO items (such as upcoming jobs, invoices that haven’t been sent, tasks requiring admin approval, new file uploads).


Internationalization
Support for multiples currencies & tax rates. Full language translation file available. Different staff/customers can have different UI languages.


Import & Export
Import and Export information from the system in CSV format. Preview import before it occurs. Import data into specified groups for easier sorting.


Quick Pin/Bookmark
Have lots of customers? Working on a particular Job all the time? Bookmark it to the main menu for quick access anywhere in the system.

Knowledge Base / FAQ
Have a list of Frequently Asked Questions display before a customer submits a support ticket. Group questions by product. Embed the FAQ listing in your own website.

Session Management
The UCM system will show a list of active user sessions and allow the administrator to terminate any active user sessions. This is a great security feature in case you forget to log out on another computer.

WE’D HAPPY TO HEAR FROM YOU

We are always ready to take any challenge, So give your Problem to us, we will provide you the solution which will best fit and match to you.