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Hitech CRM is a robust, Customer Relationship Management software, tailored for an array of business applications including freelancers and numerous other sectors.
With its sleek, contemporary design, Hitech CRM not only elevates your professional appearance to customers but also enhances business performance by streamlining customer management processes.
Core Features of Hitech CRM:
Project Management:
Seamlessly manage and invoice projects with our advanced project management tools.
Task Management:
Link tasks across various features of Hitech CRM to stay organized.
Track task progress, assign multiple staff members, and implement follow-ups without full project access.
Estimates and Invoices:
Craft professional-looking estimates and invoices.
Automate the conversion of estimates to invoices upon client approval.
Powerful Support System:
Includes an auto-import feature for tickets, enhancing the ability to track and address customer issues swiftly.
Time Tracking:
Log time spent on tasks and bill clients accurately. Customize task assignments among team members.
Lead Management:
Centralize lead information.
Automatically import leads from emails, streamline their progression, and manage them with drag-and-drop simplicity.
Proposals:
Generate attractive proposals to boost sales, with notifications for proposal status changes and automated thank-you emails upon acceptance.
Financial Management:
Record expenses and revenues, with capabilities to bill clients directly and convert charges into invoices seamlessly.
Customer Insights:
Deepen customer relationships with integrated surveys, tailored contracts, and comprehensive CRM analytics.
Online Payments:
Facilitate easy payment collection through multiple gateways like PayPal, Stripe, and more, supporting various currencies.
Project Expenses:
Keep a precise record of project-related expenses, ensuring quick billing and invoicing.
Contract Management:
Simplify contract creation and management with digital contracts, reminders, and a clear overview of all company contracts.
Ticketing System:
Efficiently manage support tickets with features such as auto-response, ticket assignments, and integration with your knowledge base.
Customization and Security:
Tailor Hitech CRM with custom fields, theme styling, and robust data encryption to ensure sensitive information remains protected.
Comprehensive Accessibility:
Ensure staff can work effectively with role-specific dashboards, permissions, and a segregated media library.
Enhanced Functionality:
Recurring Billing:
Automate the generation of recurring invoices and expenses based on custom periods, reducing manual workload.
Client Portals:
Provide clients with dedicated portals where they can access all pertinent financial data and interact directly with your services.
Comprehensive Reporting:
Access detailed reports on sales, expenses, lead conversion, and more, helping you make informed business decisions.
Event and Task Scheduling:
Manage company events, personal tasks, and recurring tasks efficiently to boost productivity across your team.
Interactive Surveys:
Engage with clients, staff, and leads through customized surveys, enhancing feedback collection and customer retention.
Knowledge Base Integration:
Support your clients and staff with an easily accessible repository of informative articles and resources.
Data Management:
Benefit from server-side datatables for optimal handling of large databases and ensure data security with automatic backups.
Customizable Experience:
Seamless Integration:
Embed web-to-lead forms on your website to capture and import lead information directly into Hitech CRM.
Dynamic Styling:
Adjust the CRM’s appearance to match your company’s branding without needing to code, using custom CSS files.
Advanced Notifications:
Keep staff and clients updated with real-time notifications for events, reminders, and system updates.
Flexible Pricing and Continuous Improvement:
Rental Model:
Hitech CRM is exclusively available on a rental basis, starting at just $99 per month, providing a cost-effective solution for your CRM needs.
Monthly Updates:
We are committed to continuously improving Hitech CRM, releasing updates monthly to enhance functionality and performance.
Customization Capabilities:
We offer customization options to tailor Hitech CRM according to the specific needs of our customers, ensuring a personalized experience that fits your business requirements.
Designed to cater to a diverse range of business needs, Hitech CRM is the pinnacle of customer management solutions, fostering better business relationships and streamlined operations. Explore the demo to see how Hitech CRM can transform your business management today.
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