Nexpro CRM, a cloud-based Customer Relationship Management software, is an ideal solution for a wide array of entities, including companies, freelancers, and various other users. Its sleek and contemporary design not only enhances your professional image to customers but also contributes to enhancing overall business performance.
Project Details
Centralized Customer Data: The CRM system aims to centralize all customer-related data, including contact information, purchase history, preferences, and interactions. This consolidated view enables better understanding of customers, facilitating personalized interactions and targeted marketing efforts.
Improved Customer Service: One of the core objectives of CRM is to enhance customer service. By having quick access to customer information, support teams can address queries, concerns, and issues more efficiently, leading to faster resolution and heightened customer satisfaction.
Sales Process Optimization: CRM assists in streamlining the sales process by providing insights into sales pipelines, lead management, and sales performance metrics. It helps sales teams prioritize leads, identify potential upsell or cross-sell opportunities, and track sales progress, ultimately increasing revenue generation.
Enhanced Marketing Efforts: Utilizing CRM data, marketing teams can segment customers, tailor marketing campaigns, and deliver personalized content. This targeted approach results in improved marketing ROI and better engagement with customers.
Data-Driven Decision Making: With CRM’s robust reporting and analytics capabilities, businesses can derive valuable insights from customer data. This data-driven approach empowers decision-makers to make informed choices and fine-tune business strategies.
Cross-Departmental Collaboration: CRM promotes seamless communication and collaboration among different departments like sales, marketing, and customer service. This synergy ensures that all teams are on the same page, working towards a common goal of delivering excellent customer experiences.
Main Features
Customers: 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.
Invoices: Nexpro allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item.
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. The period time could be days, weeks, months or years.
Recurring Expenses: Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period time could be days, weeks, months or years
Quotations:
Create quotation within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.
Proposals: Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.
Online Payments: Receive payments from Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree, we have implemented payment gateways that are available in most of the countries.
Projects: Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.
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. Very often happened some potential client to call and ask for specific service that you company serve and then sometimes this is forgotten. With Nexpro 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.
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 Nexpro CRM from form. Use web to lead forms to gather potential clients information, allow them to request quotes directly from your website.
Contracts: 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 wont need anymore to search in your desk documents. Create PDF contracts and send to your customers from Nexpro CRM. Contract overdue reminders available.
Tickets: Great support ticket system with autoresponse, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accesing the client portal.
Departments: Assign your staff to specific departments and ability to auto import tickets by department email.
Custom Fields: Custom fields can store extra information for customers, leads, tickets, invoices, comapany, estimates and more.
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.
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 Todo: Every staff member can have their own personal todo dashboard which will allow your staff member to easily organize the their work.
Staff: Manage all your staff members from one place.
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 Nexpro CRM features and stay organized.
Recurring Tasks: Create tasks that will be auto created for a given period.
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 system includes comprehensive reports such as sales, expenses, reports by customer, a custom date picker, leads conversions, and a knowledge base with user voting to track article usefulness and make improvements.
Knowledge Base: Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.
Media Library: Upload files in media library. Each staff member that is not admin have their own folder for uploading files.
Auto Backup Database: Setup auto backup database each X days to prevent losing your important data.
Sensitive data is encrypted: Nexpro CRM encrypts all sensitive data in the database with unique encryption key. Encryption performed on email passwords, api keys, api passwords etc..
Server Side Datatables: Nexpro CRM is using serverside datatables to perfectly handle large databases.
Responsive: Nexpro is fully responsive. You can easily access your data from mobile or tablet.
Activity Log:Track all staff activity. Adding new items, creating, deleting.
Flexibility: NexPro CRM offers exceptional flexibility, incorporating various modules to tailor it precisely to your company’s needs. Benefit from modules like lead follow-up schedule, HR payroll, task timesheet, purchase management, customer loyalty, accounting, and bookkeeping, ensuring a perfect fit for your requirements.
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