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.
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 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.
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.
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.
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.
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
SAAS messaging system integrates with MailChimp, facilitating message sending and receiving. Manage Inbox and Outbox messages effortlessly for streamlined communication.
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
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.
Specific administrative structure, as well as to group users in any other way and to define the
access and permission settings.