All the software you need to run your business

Empower your organization’s efficiency and effectiveness in handling cases with our specialized Case Management CRM Software. This comprehensive solution is meticulously designed to streamline case workflows, enhance collaboration, and ensure optimal outcomes. From tracking and managing cases to facilitating seamless communication and document management, our CRM software provides a centralized platform for a holistic approach to case management. With features tailored to meet the diverse needs of organizations, our solution facilitates informed decision-making, improves resource allocation, and ensures compliance. Elevate your case management capabilities, from intake to resolution, with a purpose-built CRM solution that integrates seamlessly into your workflow, enhancing overall productivity and client satisfaction.

Finance

A Comprehensive CRM platform for customer-facing teams. 100% Invoicing Solution

The Accounting and Bookkeepingplatform encompasses the meticulous recording and interpretation of transactions to maintain accurate financial records and facilitate informed business decision-making.

ONE-CLICK INVOICE CREATION

Create professional, attractive invoices. Attach files and send them directly to your customers, including the invoice PDF. Invoice with different taxes depending on the item. Create recurring invoices that are automatically regenerated according to the recurring invoice configuration (every X months).

CREATE ATTRACTIVE PROPOSALS
Create attractive proposals and impress your potential customers. Proposals can be commented on for further discussion with the customer.

Create an estimate within a minute.

Send the estimate to your customers and wait for them to accept it. Convert the estimate into an invoice once the customer has accepted it. Your customers can view and act on the quote even without logging in.

RECORD EXPENSES

Record company expenses. Set up a recurring expense and the expense will be automatically created after the specified period of days, weeks, months, or years. Possibility of defining expenses billable to customers or projects.

RECORD PAYMENTS

Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto-generated PDF after each recorded payment.

MANAGE CONTRACTS

Use the contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via the built-in sending contracts feature. Ability to send customer reminders before contract expiry.

SIMPLE REPORTS FOR QUICK OVERVIEW

Reports Sales items, Total sales, Customer reports, date selector, and more.

Project Management

PROJECT MANAGEMENT

Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project members.

SUPPORT SYSTEM

Excellent support ticket system with automatic response. Private notes, ticket assignments, attachments, predefined answers, knowledge base link insertion, ticket priorities, and status.

KNOWLEDGE BASE FOR CUSTOMERS AND STAFF MEMBERS

Add knowledge base articles from the text editor. “Did you find this article useful?” vote included in the clients area.

BUILT-IN STAFF TASKS

Assign tasks to multiple employees, add task followers, task comments, and task attachments.

DETAILED CALENDAR

Have a clear view of all your company events, invoice expiry dates, contract expiration, estimate expiration, and task finish dates.

CREATE ADDITIONAL CUSTOM FIELDS

Custom fields are available for the most important functions. You can add custom fields to PDF invoices, estimates, etc…

Marketing And Sales

LEADS MANAGEMENT

With the simple Kan Ban, you can keep track of your prospects and easily monitor their progress. Attach files, convert a prospect into a customer, automatically import prospects from the e-mail, create proposals, and leave notes.

SEND SURVEYS TO LEADS AND CUSTOMERS

Create surveys and impress your customers. Add your question and improve your company’s productivity. Ability to send surveys to leads/customers/staff members and manually create mail lists.

COMPANY NEWSFEED

Share major company events, upload documents, and facilitate communication with employees.

SURVEY REPORTS

Generate powerful survey reports

Human Resources

Centro - Struction (Construction)

Centro - Dical (Healthcare)

Centro - Legal (LEX)