CRM software allows you to track your invoices, products/services and generate reports. New currencies can be added and different currency can be set for each customer so that invoicing can be done according to the currency set to each customer. Invoicing with different fees depending on the fee set for each product/service.

Create recurring invoices that will be automatically re-created without lifting a finger based on the period specified for the recurring invoice. The time period for the recurrence can be set in days, weeks, months, or years.

Set up a recurring expense and the expense will be automatically re-created after the specified period. The time period can be days, weeks, months or years.

Create beautiful proposals for leads (potential customers) or existing customers and increase your sales. Receive a notification when the proposal is accepted/rejected and automatically send a thank-you email to the customer after the proposal is accepted. Send a delayed reminder for the proposal before X days are available.

Receive online payments through integrated payment processors such as Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money, and Braintree. We have implemented payment gateways that are available in most countries.

You can manage projects and track the time spent on each project for every staff member. Record project expenses and invoices and bill your clients faster. You can record the hours worked by staff members on each project and then generate invoices for clients based on those hours. This allows you to bill clients for services rendered based on the actual work time dedicated to their project. A professional Gantt chart is included for each project and staff member.

Leads or potential clients are a crucial part of any company. Every company strives each day to acquire new potential clients. It has very often happened that a potential customer calls and asks for a certain service that your company provides, and then sometimes this is forgotten. With this Soft CRM that we provide you will never forget your potential customers again and you will be able to manage them all in one place. Keep your leads in one place and easily track their progress. Ability to automatically import leads from email, add notes, create proposals. Organize your leads into stages and easily change stages with drag and drop. CRM software also offers the ability to automatically import leads from Web forms that you can create in CRM and place on your website, import leads from CSV file. is also included.

Create unlimited web forms for leads and embed them on your website. This feature allows you to import leads into CRM directly from the form. Use web forms to gather more leads, ask for information about potential customers, and let them request quotes directly from your website.

You can add new contracts based on your customers. Adding contracts is very simple, you can set the start date and end date and have a clear view of all your company’s contracts in one place. You will no longer need to search through your office documents. Create PDF contracts and send to your customers from CRM. The function of setting reminder about the contract delay is available.