CRMplus-Customer Relationship Management Software

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CodeCloud CRM

CRMplus- Customer Relationship Management Software is an all-in-one CRM and sales & marketing automation platform designed to grow your business. With CodeCloud CRM, you'll easily capture, organize, track, and nurture all of your leads to increase sales and revenue. CodeCloud CRM also offers expert coaching, in-depth training, outstanding support, and a dedicated community of entrepreneurs to ensure your success.

CodeCloud Technology provides a sales-focused customer relationship management tool that teams of all sizes love using. Sales teams are drawn in by our simple yet powerful design that prioritizes usability above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with CRMplus- Customer Relationship Management  Software that is both agile and powerful.

Customer & Contact management, an element of CRM that sometimes goes by customer management software, is a vital CRM capability. It allows users to segment their contacts into groups to organize and better cater to them. With this CRM capability, you’ll be able to gather crucial customer data and bolster your marketing strategies when introducing new products. It also improves the personalization of all contacts with customers, making them feel important and catered to. This is a key factor in customer satisfaction!

PROJECT

Manage and invoice projects with the powerful Project Management Feature. Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff. 

INVOICES

Build professional and great-looking invoices. Attach files and send them directly to your clients, including the invoice PDF. Ability to set up recurring invoices.

SUBSCRIPTIONS

Bill your customers in a faster way via our awesome Stops Subscriptions Feature. Create a subscription, send the subscription to your customer, and let CodeCloud CRM and Stripe do all the work behind the scenes. 

ESTIMATES

Create estimates within minutes. Send to your customers and wait for them to accept. Ability to auto converts the estimate to invoice after the customer accepts. Your customers can view and act on the estimate without logging in.

PROPOSALS

Create good-looking proposals and impress your potential clients or customers. Include images, tables, items, and youtube videos, with the powerful editor—proposal comments allowed for negotiation.

EXPENSES

Creating recurring expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, wee., months, or years. Ability to set expenses billable to customers or specific projects.

PAYMENTS

Record and receive payments in different currencies. Auto-generated PDF sent to the customer. The ability to add partial payments to invoices is available.

LEADS MANAGEMENT

Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals, and attach files. Organize your leads in stages and change stages easily with drag and drop.

WEB TO LEAD FORMS

CodeCloud CRM Web to Lead feature allows you to build a web form based on leads fields and custom fields to place it on your website, landing page, etc, as an iframe. The visitors can then enter their names, email addresses, upload attachments, and other basic information, to create a lead directly in the CRM.

SUPPORT

The great support system that helps you track and resolve issues quickly with the ability to auto open tickets from email, insert knowledge base links and add predefined replies.

CALENDAR

Have a clear view of all your company events upcoming invoice payments, contract expirations, estimates expiration, tasks finish date, and reminders. You'll never miss anything from the calendar.

CUSTOM FIELDS

You can add custom fields on PDF for invoices, payments, estimates, or proposals, and many important features. Configure to fit your business. Ability to show in the customer portal or table.

TASKS

Assign tasks to multiple staff members, add followers and attach files. Let your staff comment on tasks, and upload files. Tasks can be related to mostly all important features.

KNOWLEDGE BASE

Create knowledge base articles and organize them in groups. Help your customers and build trust.

CONTRACTS

Use the Contracts feature to lock in current and future sales. Easily create a contract PDF and send the contract directly to the customer's email.

REPORTS

Generate reports and have a clear view of everything. Keep track of income vs. expenses and leads conversions. Knowledge base report included.

GOALS TRACKING

Use the Goals tracking feature to keep sales goals in mind. Ability to notify staff members about failure or success.

PERSONAL TODO LIST

Each staff member has their own personal to-do items board to increase productivity. Easily change to-do status by drag and drop.

CUSTOMERS AREA

The customer area is fully separated from the admin area. Each customer has their own portal where they can keep track of all financial data from your company.

CREATE GOOD-LOOKING PROPOSALS

Send proposals to leads or customers and wait for their feedback. A proposal can be accepted directly from any device

SEND ESTIMATES TO CUSTOMERS

Ability to create estimates and auto convert to invoices after accepting

ADJUST MENU ITEMS

Easily drag and drop to adjust the menu items and remove unnecessary features.

TRACK TIMERS BY MULTIPLE MEMBERS

CodeCloud CRM tracks timers by multiple task assigneesa

EASILY COPY TASKS

Copy tasks in no time with all task data including assignees, followers checklist items, and attachments.

CHANGE COLOR STYLES

It has never been easier to adjust the colors to fit your brand! Even option for cus-tom.css file allowed which will be auto included in the system to make the styling perfect.

TIMESHEETS REPORTS

Have a clear view of the time logged for each task, you can use filters to see the total logged time by project and by a staff member

PROJECT MILESTONES

Create project milestones and organize your tas. for outstanding project workflow.

SOFTWARE DEMO

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