CRM Features

PROJECTS

Manage and Create projects with the powerful project management feature. Track Time spend on task 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 directly to your clients
Including the invoice PDF format. Ability to setup recurring invoices.

ESTIMATES

Create estimate within minutes. Spend send to your customers and wait for them to except. Ability to auto convert the estimate to invoice after the customer accepts. Your customer can view and make action on the estimate even without logging in.

PROPOSALS

Create good looking proposal and impress your potential clients or customers include images table’s items and YouTube videos with the powerful editor, proposal comments allowed for negotiation.

EXPENSES

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

PAYMENTS

Record and receive payments in different currencies auto generated PDF send to customers, ability to add partial payment to invoice is available.

WEB TO LEAD FORMS

DigiSign CRM web to lead feature allows you to build a web form based on leads, fields and custom fields to place it on your any websites or landing page, etc.. As an eye frame The visitor can then enter their names email addresses upload attachments and other basic information to create a lead directly in the CRM.

SUPPORT SYSTEM

Great Support System that helps you track and resolve issue quickly with ability to auto open ticket from email insert knowledge base link add pre-defined replies.

CALENDAR

Have clear view all of your company events upcoming invoice e payment contract expiration estimate expiration task finish date reminds you will never miss anything from the calendar.

CUSTOM FIELDS

You can add custom fields on PDF for invoices, payments, estimates or proposal and many important features configure for your business needs, ability to show in the customer portal or table.

TASKS

Assign task multiple staff members and followers attach files let your staff comment on task upload files task can be related to most important features.

KNOWLEDGE BASE

Create Knowledge base article and organize them in group help your customers and build trust.

CONTRACTS

Use contract feature looking current and feature sales easily create contract PDF and send the contract directly to customer email.

REPORTS

Generate reports and have clear view of everything keep track of income vs expenses and leads conversions knowledge base report include.

GOAL TRACKING

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

PERSONAL TO DO LIST

Each staff member has their own personal to do items board to increase productivity easily change to do status by the drag and drop feature enabled.

CUSTOMERS AREA

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

CREDIT NOTES

Your customers change his mind and now he want credit note? With DigiSign CRM you Can create credit note in a minute and send to your customer.

CLIENT STATEMENT

Be professional send a statement to your customers if they have more than one invoice outstanding or if your customer want to see all invoices and payments it help them pay faster since they can easily see the total invoices outstanding that they still have to pay and also displays on overview of all transaction between you and the customer.

TICKET FORM

Embedded ticket from with an iframe on unlimited external websites and receive the tickets directly in your DigiSign CRM installation, if the sender is already a customer the system will auto recognize and auto add the imported ticket under the customer profile.

CREATE GOOD LOOKING PROPOSALS

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

SEND ESTIMATES TO CUSTOMERS

Ability to create estimate and auto convert invoice after accepting.

ADJUST MENU ITEMS

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

TRACK TIMERS BY MULTIPLE MEMBERS

DigiSign CRM track timers by multiple task assignee.

EASILY COPY TASKS

Copy task in no time with all task data including assignees follower’s checklist item attachments.

CHANGE COLOR STYLES

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

TIME SHEET REPORT

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

PROJECT MILESTONES

Create project milestone and organize your task for outstanding project workflow.

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