Features and
Benefits
Manage Customers, Projects, And Create Invoices In The Cloud Customer Relationship Management software that is a great fit for almost any small business, freelancer
or many other uses.
PROJECT MANAGEMENT TOOL
Manage and invoice projects with the powerful project management feature. Monitor expenditures and task duration while invoicing your clients. You can assign multiple team members to tasks and keep tabs on the time contributions made by designated project participants.
ONE CLICK INVOICE CREATION
Build professional and great-looking invoices. You have the capability to attach files and send them directly to your clients, complete with the invoice in PDF format. Additionally, you can customize invoices to apply varying tax rates based on the items included. The system allows for the creation of recurring invoices, which will regenerate automatically as per your settings.
CREATE ESTIMATES
Create an estimate within a minute. Send it to your customers and wait to accept. The system can automatically transform an estimate into an invoice once the customer accepts it. Your customers have the ability to view and take actions on the estimate without requiring a login.
CREATE GOOD LOOKING PROPOSALS
Craft visually appealing proposals to make a lasting impression on your potential clients or customers. Utilize a robust editor that allows you to incorporate images, tables, and even YouTube videos. The proposal section also permits comments, fostering further discussion with your customers.
LEADS MANAGEMENT
Effortlessly manage your leads and monitor their progress with a straightforward Kanban system. This tool enables you to attach files, convert leads into customers, automatically import leads from emails, create proposals, and leave notes as needed.
RECORD EXPENSES
Keep a detailed record of company expenses by setting up recurring expenses that are automatically generated at specified intervals, whether in days, weeks, months, or years. You can also designate expenses as billable to specific customers or projects.
RECORD PAYMENTS
Handle payments in various currencies and offer customers the convenience of paying through PayPal, Stripe and many more gateways. Each recorded payment triggers the automatic generation of a PDF for your records.
AWESOME SUPPORT SYSTEM
Utilize a highly effective support ticket system equipped with automated responses, private staff notes, ticket assignments, attachments, predefined ticket responses, the option to insert links to the knowledge base, and the ability to set ticket priorities and statuses.
KNOWLEDGE BASE FOR CUSTOMERS AND STAFF MEMBERS
You can seamlessly integrate knowledge base articles directly from the text editor, while clients can provide feedback on the usefulness of these articles within their designated area.
BUILT IN STAFF TASKS
Assign tasks to multiple employees, add task followers, allow for task comments, and attach relevant materials as needed.
MANAGE CONTRACTS
Leverage the contract feature to secure current and future sales. Quickly create PDF documents and send them to customers via the built-in contract sending feature. Additionally, you can set up reminders to be sent to customers before their contracts expire.
SEND SURVEYS TO LEADS AND CUSTOMERS
Create surveys to leave a lasting impression on your customers. Enhance your company's productivity by customizing your questions. These surveys can be distributed to leads, customers, staff members, and manually created email lists.
DETAILED CALENDAR
Keep your schedule well-organised and accessible. Utilize a comprehensive calendar system for all your essential dates and appointments.
COMPANY NEWSFEED
Stay updated and connected with a dedicated company newsfeed. Share updates, announcements, and vital information within your organization.
GOALS TRACKING
Maintain focus on your objectives. Employ a robust goals tracking feature to monitor and achieve your targets effectively.
CREATE ADDITIONAL CUSTOM FIELDS
Tailor your information to your unique needs. Generate extra custom fields for data that's specific to your organization.
SIMPLE REPORTS FOR QUICK OVERVIEW
Simplify data analysis. Access concise reports that offer a swift overview of your key performance metrics.
SURVEY REPORTS
Enhance customer insights and engagement. Leverage survey reports to gather feedback and make data-driven decisions.
Our CRM (Customer Relationship Management) software offers comprehensive support for businesses of all sizes, whether it’s a small startup, freelancing endeavor, or an established enterprise. It efficiently manages essential tasks such as customer interactions, project tracking, and invoicing in the cloud, providing a seamless experience for users. Implementing a CRM strategy empowers sales teams, customer service representatives, and marketing professionals to streamline communication with customers, track deals, and monitor support requests, phone calls, and chats. It enables businesses to set and achieve sales goals while gaining valuable insights to inform better decision-making. By leveraging our CRM solution, businesses can enhance customer retention management strategies, personalize interactions, and deliver what customers want in a more personalized manner. Whether you’re exploring good business ideas or seeking low-cost business ideas with high profit potential, our CRM software equips you with the tools needed to succeed in today’s competitive landscape.
Whether you have any sort of business, even a small business, freelancing, or any other initial stage startup, our CRM (customer relationship management) software manages all your essentials like customers, projects, and creating invoices in the cloud.
Business Success with Anvoir's
Personalized CRM Solution
At Anvoir, our core mission is to deliver a tailored CRM solution that amplifies the success of your business. We understand that every business is unique, and so are its needs. With our expertise, we ensure that you have a CRM system designed precisely to match your specific requirements.
Our commitment lies in creating a platform that not only streamlines customer interactions but also empowers your team to track and close deals effectively. We offer a 360-degree view of your customer interactions, comprehensive support for tickets, and in-depth analytics to drive informed decisions.
Through our CRM strategy, we aim to strengthen your connections with your customers, helping you gain a deep understanding of their needs and preferences. This personal touch fosters exceptional customer experiences, driving your business to new heights.
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