Custom Software Development Company in Hyderabad
Bot Billing (SaaS) CRM & Project Management
Bot Billing (SaaS) CRM & Project Management is the ultimate tool to streamline sales, projects, and contracts. Keep tasks in one place, collaborate in real-time, and track customer leads and orders effortlessly. Gain insights with reports and never miss a follow-up with automated notifications.
12 + Countries
125 + Customers
Robust Design
Responsive
Introduction
Bot Billing (SaaS) CRM & Project Management is the all-in-one solution for efficient sales and project management. With features like sales tracking, purchase orders, recurring invoices, and contract management, it simplifies your business operations. Keep your team organized with centralized task management and collaborate in real-time for optimal results. The software ensures accurate tracking of customer leads and work history assigned to salespersons. Efficiently manage orders, invoices, and payments while receiving notifications for follow-ups via email. Track progress with insightful reports, including daily/monthly sales, and boost productivity with this powerful and user-friendly tool.
Advantages of SaaS Ultimate CRM
Invoices
The SaaS CRM generates detailed invoices with product information, taxes, discounts, and total price upon customer confirmation. It also offers payment initiation options through various gateways, streamlining the purchasing process.
Quotes
SaaS has the ability to send quotes to the customer except leads before the payments are made with all the product details including taxes, discounts and fixed prices. Quotes are a preview of product details before confirmation by the customer.
Recurring Invoices
Recurring invoices that can be configured to a specific period of time of the day and hour. when the action to be performed. The SaaS CRM generates recurring invoices, scheduled at specific times, triggering alerts for timely invoice generation.
Cart Orders
SAAS helps both the customers and admin to place more than one order or payment at the same time by placing all the selected products into cart and make payment at a time. Admin can also place the products into cart on behalf of customer’s requests.
Projects
SaaS simplifies project management with budgeting, expense tracking, and flexible billing options. Efficiently manage projects, track progress, and optimize operations with intuitive sub-modules. Versatile billing methods for efficient project management.
E-mail/ Sms Templates
SAAS offers email templates with predefined formats, including addresses (From, To, Cc, Bcc), subject, and body text. It also allows customization of SMS templates, enabling predefined formats for SMS content with sender and receiver details.
Accounting
SAAS has the ultimate ability to keeping track of all the transactions such as payments, credit notes, and refunding over a large period of time. All incomes, expenses, profits, losses are tracked and calculated
Messaging System
SAAS messaging system integrates with MailChimp, facilitating message sending and receiving. Manage Inbox and Outbox messages effortlessly for streamlined communication.
Plug-ins
Plug-ins allow you to optimize or customize this application to some extent by activating or deactivating the plug-ins of your choice or requirement
Leads
SaaS CRM enables the process of initiating an inquiry about the product in order to know the interests of customers and categorize them as leads so that they will be able to get the proposals.
User Management
Specific administrative structure, as well as to group users in any other way and to define the
access and permission settings.