SkyTechNG CRM is complete Customer Relationship & Human Resources Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, SkyTechNG CRM can help you look more professional to your customers and help improve business performance at the same time.
Managing customers is important and SkyTechNG CRM helps in several ways:
- Manage and invoice projects with the powerful Project Management Feature.
- Link tasks to many SkyTechNG CRM features and stay organized.
- Build professional, great looking estimates and invoices.
- Powerful support system with ability to auto import tickets.
- Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
- Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
- Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.
- Create good looking proposals for leads or customers and increase sales.
- Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
- Know more about your customers with powerful CRM.
- Increase customer retention via built-in Surveys.
- Use the Goals Tracking feature to keep sales goals in mind.
- Create announcements for your staff members and customers.
- Use Contracts feature to lock in current and future sales.
- Custom fields can store extra information for customers, leads and more.
- Receive payments from Paystack, Paypal and Stripe in different currencies.
- Tons of configurable options.
- Style the CRM to your company branding with the powerful theme styling feature.
- Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
- Great looking calendar for each staff member based on staff permissions.
- Follow ups, reports, notes, files and many more features.
CRMs need to focus on customers and SkyTechNG CRM does that with a powerful support system that helps you track and resolve issues quickly via the integrated ticket system and customer reminders. Assign reminders to yourself, one or many staff members and with one click, reminders can be sent to email and in-app notification system. These features and more can take customer satisfaction to the next level.
SkyTechNG CRM has many features designed to fit many applications. Read more about the features below and try the demo to see how SkyTechNG CRM can help you succeed.
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, including the invoice PDF. Ability to setup recurring invoices.
Create estimates within minutes. Send to your customers and wait for them to accept. Ability to auto convert the estimate to invoice after the customer accepts. Your customers can view and make actions on the estimate even without logging in.
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 specified 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.
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.
Have clear view of all your company events, upcoming invoice payments, contract expirations, estimates expiration, task finish date, reminders.
You will never miss anything from the calendar.
You can add custom fields on PDF for your invoices, payments, estimates or proposals, and many important features.
Configure to fit your business. Ability to show in the customer portal or table
Assign task to multiple staff members, add followers, attach files.
Let your staff comment on task, upload files.
Task 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 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
Personal TODO List
Each staff member has their own personal to do items board to increase productivity.
Easily change todo status by the drag and drop
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.
Best way to connect and interact with your staff colleagues and connected clients, you can offer communication directly as well as build trust and increase staff loyalty.
Offers options to create chat groups, connect with clients, export conversation, delete conversation and even create tickets from clients conversations.
- Create Good Looking Proposals
- Send Estimates to Customers
- Project Milestones