Let's make project management easy

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See the benefits you can get by working
with our application core features

The CRM is suite of application that caters to all the needs of an organization.
It helps organization to adapt and grow itself with the opportunties present.

Customers

Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions.

Invoices

Custom CRM allows you to keep in track your invoices, items and generate reports. Add new currencies, pertaining to the customers.

Recurring Invoices

Create recurring invoices that will be re-created automatically without you lifting a finger, based on the specified period for the recurring invoice.

Recurring Expenses

Creating recurring expenses. Set up a recurring expense and the expense will automatically be recreated after the specified period.

Estimates

Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders.

Proposals

Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined.

Online Payments

Receive payments from Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree, we have implemented payment gateways.

Projects

Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster.

Milestones

Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones.

Leads

Leads or potential clients are really important part to any company. Every company trying everyday to get new leads.

Web to Lead Forms

Create unlimited web to lead forms and inject in your landing page or website. This feature allows you to import leads into Custom CRM from form.

Contracts

You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date.

Tickets

Great support ticket system with autoresponse, private ticket staff notes, ticket assignments, attachments, predefined ticket replies.

Departments

Assign your staff to specific departments and ability to auto import tickets by department email. Helps to manage client issues.

Staff Reminders

Setup staff reminders for staff member with ability to notify by email and built-in. Reminders are available for important features.

Events

Create private or public events. Receive notification when an event is coming built-in and email.

Easily re-organize admin menu

You can re-organize admin main menu and the setup menu from in few seconds, you need only to login in your admin area. No coding is required.

Email Templates

Setup predefined email templates from text editor. Merge fields available and multi-language options available.

Staff Roles & Permissions

You can give staff a specific permissions what can do or can’t do. Role permissions can be overided for each staff.

Goals Tracking

Setup goals and tracking achievements. Use the Goals Tracking feature to keep sales goals in mind.

Personal To Do

Every staff member can have their own personal to do dashboard which will allow your staff member to easily organize their work.

Company Newsfeed

Share great company events, upload documents, easy employees’ communications.

Staff Tasks

Assign task to multiple employees, add task followers, task comments allowed, task attachments. Link tasks to many Custom CRM features.

Surveys

Create surveys with one click. Send to staff, leads, clients or manually created mail lists. Increase customer retention via built-in Surveys.

Reports

The CRM provides various reports of sales,expense, customer etc.


Knowledge Base

Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.

Sensitive data is encrypted

Custom CRM encrypts all sensitive data in the database with unique encryption key. Encryption performed on email passwords etc.

Activity Log

Track all staff activity. Adding new items, creating, deleting.


Google reCaptcha

Google reCaptcha available for admin login, customer login and customer register area..

GDPR Compliant

The data within the CRM is GDPR compliant. There is option which can be enabled to make the CRM GDPR compliant.

Customer Management

Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view..

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Lead Management

Leads or potential clients are really important part to any company. Every company trying everyday to get new leads. Very often a potential client calls and asks for specific service that your company serve and then sometimes this is forgotten. With Custom CRM you will never forget your potential clients and you will be able to manage all of them in one place. Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop. Ability to auto import leads from emails and web to lead forms, import leads from .CSV file included.

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Contract Management

You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place. You won’t need any more to search in your desk documents. Create PDF contracts and send to your customers from Custom CRM. Contract overdue reminders available.

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EMAIL

info@ni43d.com