30 N Gould St, Ste R, Sheridan, WY 82801, United StatesHitech CRM
Run sales, projects, billing and client support from one system. Hitech CRM is the customer relationship management software we built, designed for businesses of every size, from freelancers to large enterprises. Rental starts at $99 per month.
- Client
- Hitech Digital Solutions
- Timeline
- 650 days
- Category
- Web Development
Overview
We built Hitech CRM to follow each client relationship, from the first lead and proposal to the project, the invoice and the support ticket.
Its modern design gives your business a professional look in front of clients.
Dashboards and portals
Hitech CRM serves two groups of users: your team and your clients. Staff work from role-specific dashboards, with their own permissions and a separate media library. Each client gets a dedicated portal to see their financial data and work with you directly.
Sales and leads
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Lead management
Keep all lead information in one place. Import leads from email automatically and move them through each stage with drag and drop. -
Web-to-lead forms
Embed forms on your website that send new leads straight into Hitech CRM. -
Proposals
Create attractive proposals, get notified when their status changes and send an automatic thank-you email when one is accepted. -
Contracts
Create digital contracts, set reminders and keep a clear overview of all your company's contracts.
Projects and time
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Project management
Manage your projects and invoice them from the same place. -
Task management
Link tasks across the CRM, assign several staff members, track progress and set up follow-ups without full project access. -
Time tracking
Log the time spent on each task and bill clients accurately for it. -
Project expenses
Record each project's expenses, so you can bill and invoice them quickly. -
Scheduling
Plan company events, personal tasks and recurring tasks.
Billing and payments
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Estimates & invoices
Create professional estimates and invoices. When a client approves an estimate, it becomes an invoice automatically. -
Recurring billing
Generate recurring invoices and expenses automatically, on a schedule you set. -
Online payments
Collect payments online through gateways such as PayPal and Stripe, in various currencies. -
Expenses & revenue
Record expenses and revenue, bill clients directly and convert charges into invoices. -
Reports & analytics
See detailed reports on sales, expenses, lead conversion and more, with CRM analytics to support your decisions.
Support and feedback
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Support tickets
Import tickets automatically, assign them to your staff and send auto-responses, so you can track and address client issues quickly. -
Knowledge base
Give clients and staff an easy-to-reach library of articles and resources, connected to your support tickets. -
Notifications
Keep staff and clients informed in real time about events, reminders and system updates. -
Surveys
Send your own surveys to clients, staff and leads, and collect their feedback.
Customization and data
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Custom fields
Add custom fields to record the information your business needs. -
Branding
Match the CRM's look to your company's brand with theme styling, no coding needed, or go further with custom CSS files. -
Encryption & backups
Data encryption protects sensitive information, and automatic backups keep a copy of your data. -
Large databases
Server-side data tables keep large databases easy to handle.
Rental and updates
Hitech CRM is available on a rental basis only, starting at $99 per month. We release updates every month to improve its features and performance. We can also customize it to the specific needs of your business.
Ready to rent Hitech CRM? Send us a request and our team will get back to you soon.
