Description

1. Project Management Feature

– Manage and invoice projects efficiently.

– Link tasks to various Doode CRM features for better organization.

2. Estimating and Invoicing

– Create professional-looking estimates and invoices.

– Track time spent on tasks and bill customers accurately.

3. Support System

– Powerful support system with auto-import capability for tickets.

– Assign multiple staff members to tasks and track time per staff.

4. Lead Management

– Centralize leads and monitor their progress easily.

– Auto-import leads from emails, add notes, and create proposals.

5. Proposal Creation

– Generate attractive proposals to enhance sales opportunities.

6. Expense Management

– Record company/project expenses and bill customers accordingly.

7. Customer Relationship Management (CRM)

– Gain insights into customer behaviour with a robust CRM system.

– Increase customer retention through built-in surveys.

8. Customization

– Create custom fields to store additional information.

– Style the CRM to match your company’s branding.

9. Payment Integration

– Accept payments via Paypal and Stripe in multiple currencies.

10. Follow-ups and Reports

– Keep track of follow-ups, generate reports, and store notes and files.

Doode CRM prioritizes customer management with its robust support system, integrated ticketing system, and reminders for effective issue resolution. These features contribute to enhanced customer satisfaction and business success.