Product details

product details

🔥 All-in-One Business CRM – Self-Hosted & Fully Customizable

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.

🧲 Smart Lead Integration

  • 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.

💼 Customer & Contact Management

  • 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.

💰 Invoicing & Payments

  • 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.

📊 Project & Task Management

  • 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.

🎯 Sales & Goals

  • Track sales targets, lead conversions, and opportunity pipeline.

  • Automate proposal generation with notifications for client actions.

  • Auto-convert accepted estimates into invoices.

🎟️ Support Ticket System

  • Full-featured ticket system with:

    • Email-to-ticket auto-import

    • Priority handling

    • Staff notes, canned replies, and client replies via email.

📚 Knowledge Base & Surveys

  • Create a searchable knowledge base and enable article feedback.

  • Run automated customer satisfaction surveys to boost retention.

🔐 Security, Backups & Customization

  • 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.

🧩 Advanced Features

  • 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

🏷️ Why Choose This CRM?

  • 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

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