CRM System.

24CRM is a hosted customer relationship management (CRM) system that is a great fit for businesses and freelancers alike. With its clean and modern design, 24CRM can assist your business with more professional customer engagement while helping improve your business performance and management at the same time.

CRM System.

Why You Need A CRM.

Organise Customer Information

Easily keep track of all your customers’ information, customer engagement, customer notes, and communication history pertaining to each customer.

Enhance Team Collaboration

Allow employees and customers to collaborate on projects by assigning tasks and tracking their progress.

Improve Customer Communication

Share your customer engagement history with your team to establish and maintain consistent, high-quality customer interactions.

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Detailed Calendar.

24CRM helps you keep track of all the important dates for your business, like when invoices, contracts, estimates, and tasks are due.

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Record Expenses.

24CRM allows your business to setup recurring expenses that will automatically be created after a specific time frame.

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Simple Reports.

Get reports such as sales reports, item reports, total income reports, customer reports, and even a custom data picker to create your own reports.

Manage Contracts.

Your business can lock in current and future sales, send clients reminders before their contract expires, as well as send out contracts with our built-in contract sending feature.

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Built-in Staff Tasks.

Each department can assign several tasks to employees using 24CRM. Allow task followers to follow progress, comment on tasks, and attach files to tasks.

Project Management.

Manage and bill for projects using the robust project management functionality. Assign multiple employees to a task and track the time spent by each employee.

One Click Invoicing.

Create professional and elegant invoices. Attach files and email them to your clients directly. Invoice with item-specific tax rates. Create recurring invoices that are automatically created based on your recurring invoice settings.

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Create Estimates.

Create an estimate in under a minute, send it to customers, and wait for acceptance. Ability to automatically convert estimates to invoices following customer acceptance. Customers can examine the estimate and take action without logging in.

Create Proposals.

Create visually appealing proposals to impress prospective clients or customers. The robust editor allows you to incorporate graphics, tables, and YouTube videos. Proposals and feedback enabled further customer interaction.

Leads Management.

The straightforward Kanban approach allows you to keep track of leads and easily monitor their development. Attach files, transform leads into customers, automatically import leads from email, generate proposals, and leave notes.

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Record Payments.

Receipt and recording of payments in multiple currencies. Customers can pay via PayFast, PayPal, and Stripe. PDFs are created automatically once each payment is logged.

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Awesome Support System.

Excellent automated ticketing system for customer service. Private ticket staff notes, ticket assignments, attachments, predefined ticket responses, insert a link to the knowledge base, ticket priorities, and ticket statuses.

Knowledge Base.

The text editor is used to add knowledge base articles. “Did you find this article useful?” Voting is now available in the client area.

Send Surveys.

Create surveys to impress your clients. Add your query to increase productivity at your business. The ability to send surveys to leads, clients, employees, and manually generated mailing lists.