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March 14, 2018

Syneptic CRM

Manage your Projects and Customers by using our own Customer Relationship Management software with the ability to create invoices in the cloud. Compatible with small and big businesses. One of the most powerful tools out there. Below you can find everything you need to know about our Syneptic CRM :

 

PROJECT MANAGEMENT TOOL

Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project members.

 

ONE-CLICK INVOICE CREATION
Build professional and great-looking invoices. Attach files and send them directly to your clients including the invoice PDF. The invoice with different taxes is based on the item. Create recurring invoices that will be regenerated automatically based on your setup for recurring invoices (every X months). You can set recurring starting from 1 month to 12 months.

CREATE ESTIMATES
Create an estimate within a minute. Sent to your customers and wait to accept. Ability to auto converts the estimate to invoice after the customer accepts. Your customers can view and make actions the estimate even without login.

 

CREATE GOOD-LOOKING PROPOSALS
Create good-looking proposals and impress your potential clients or customers. Include images, tables, and youtube videos with the powerful editor. Proposals’ comments allowed for further discussion with the customer.

 

LEADS MANAGEMENT
With the simple KanBan, you can keep track of leads and easily follow their progress. Attach files, convert leads to customers, auto import leads from email, create proposals, and leave notes.

 

RECORD EXPENSES
Record company expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months, or years. Ability to set expenses billable to customers or projects.

 

RECORD PAYMENTS
Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto-generated PDF after each recorded payment.

 

AWESOME SUPPORT SYSTEM
Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, and ticket statuses.

KNOWLEDGE BASE FOR CUSTOMERS AND STAFF MEMBERS
Add knowledge base articles from a text editor. “Did you find this article useful?” vote included in clients area.

 

BUILT-IN STAFF TASKS
Assign tasks to multiple employees, add task followers, task comments allowed, and task attachments.

 

MANAGE CONTRACTS
Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and to your customers via the built-in sending contracts feature. Ability to send customer reminders before contracts expiry.

 

SEND SURVEYS TO LEADS AND CUSTOMERS
Create surveys and impress your customers. Add your question and improve your company’s productivity. Ability to send surveys to leads/customers/staff members and manually created mail lists.

 

DETAILED CALENDAR
Have a clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date

Task

A technology for managing all your company's relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships to grow your business.

  • Client

    Syneptic's Clients

  • Technologies

    PHP, Codeigniter, JavaScript

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