Dinesh
Member Since - July 2025
This powerful CRM is designed for agencies, freelancers, and companies looking to manage customers, leads, and operations efficiently — all under your brand and server with a one-time investment.
✅ Auto-import leads from IndiaMART, JustDial, Facebook, emails, and web forms.
✅ Unlimited web-to-lead forms for your landing pages.
✅ Organize leads with drag-and-drop stages and track progress in real-time.
✅ Import from CSV and set automated follow-ups & reminders.
Manage customer profiles and multiple contact persons.
Each client has a private client portal for invoices, projects, and tickets.
Assign permissions per contact and monitor activity logs.
Create and track professional invoices, estimates, proposals, and contracts.
Enable recurring invoices and expenses.
Accept online payments via PayPal, Stripe, Razorpay, PayU Money, and more.
Multi-currency, multi-tax support with detailed financial reporting.
Powerful project dashboard with milestones, Gantt charts, and task assignments.
Recurring tasks, time tracking, team collaboration, and document sharing.
Link tasks to invoices, proposals, or leads.
Track sales targets, lead conversions, and opportunity pipeline.
Automate proposal generation with notifications for client actions.
Auto-convert accepted estimates into invoices.
Full-featured ticket system with:
Email-to-ticket auto-import
Priority handling
Staff notes, canned replies, and client replies via email.
Create a searchable knowledge base and enable article feedback.
Run automated customer satisfaction surveys to boost retention.
Encrypted sensitive data (passwords, API keys, etc.)
Auto database backups every X days.
Theme styling & custom CSS with no coding required.
Role-based staff permissions & admin customization.
Fully responsive, works on desktop, tablet, and mobile.
Staff reminders, company newsfeed, events calendar
Personal staff to-do dashboards
File/media manager per staff
Server-side datatables for large datasets
ReCaptcha, activity logs, and hooks for advanced custom features
✅ One-time investment – no monthly fee
✅ Self-hosted – full control & data privacy
✅ White-label – brand it your way
✅ Customizable for any industry
✅ Perfect for reselling with regular and extended licenses