Keep track of leads in one place and easily follow their progress. ability to auto import leads from email, add notes, create proposals, attach files, organize your leads in stages and change stages easily with drag and drop.
Manage and invoice projects with the powerful project management feature. track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
Build professional and great looking invoices. Attach files and send directly to your clients, includeing hte invoice PDF. Ability to setup recurring invoices.
Create good looking proposals and impress your potential clients or customers. Include images, tables, items, youtube videos, with the powerful editor, proposal comments allowed for negotiation.
Creating recurring expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months, or years. Ability to set expenses billable to customers or specific projects.
Record and receive payments in different currencies. Auto generated PDF sent to customer. Ability to add partial payments to invoices is available.
Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals, attach files. Organize your leads in stages and change stages easily with drag and drop.
JMJ CRM Web to Lead feature allows you to build a web form based on leads fields and custom fields to place it on your website, landing page, etc, as an iframe. The visitors can then enter their names, email addresses, upload attachments and other basic information, to create a lead directly in the CRM.
Great support system that helps you track and resolve issues quickly with ability to auto open ticket from email, insert knowledge base link, add predefined replies.
You can add custom fields on PDF for invoices, payments, estimates or proposals, and many important features. Configure to fot your business. Ability to show in the customer portal or table.
Assign tasks to multiple staff members, add followers, attach files. Let your staff comment on tasks, upload files. Tasks can be related to mostly all important features.
Create knowledge base articles and organize them in groups. Help your customers and build trust.
Use Contracts feature to lock in current and future sales. Easily create contract PDF and send the contract directly to the customer email.
Generate reports and have clear view of everything. Keep track of income vs. expenses and leads conversions. Knowledge base report included.
Use the Goals tracking feature to keep sales goals in mind. Ability to notify staff members about failure or success.
Each staff member has their own personal to do items board to increase productivity. Easily change todo status by the drag and drop feature enabled.
The customers area is fully separated from the admin area. Each customer has their own portal where they can keep track of all financial data from your company.
Your customers changed his mind and now he wants credit note? With JMJ CRM you can create credit notes in a minute and send to your customers.
Be professional, send a statement to your customers if they have more than one invoice outstanding, or if your customers wants to see all invoices and payments. It helps them pay faster since they can easily see the total invoices outstanding that they still have to pay and also displays an overview of all transactions between you and the customer.
Embed ticket form with an iframe on unlimited external websites and receive the tickets directly in your JMJ CRM installation. If the sender is already a customer the system will auto recognize and auto add the imported ticket under the customer profile.
Send proposal to leads or customers and wait for their feedback. Proposal can be accepted directly from any device.
Easily drag and drop to adjust the menu items and remove unnecessary features.
JMJ CRM track timers by multiple task asignees.
Copy tasks in no time with all task data including assignees, followers checklist items, atachments.
It has never been easier to adjust the colors to fit your brand! Even option for custom.css file allowed which will be auto included in the system to make the styling perfect.
Have a clear view of the time logged for each task, you can use filters to see total loged time by project and by staff member.
Create project milestones and organize your tasks for outstanding project workflow.
Admin
Login Url: http://democrm.jmjdigitalworld.com/admin
Username: admindemo@jmjdigitalworld.com
Password: admindemo123
Employee
Login Url: http://democrm.jmjdigitalworld.com/admin
Username: employee@jmjdigitalworld.com
Password: employee123
