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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CRMit is a comprehensive business management and CRM solution designed to simplify essential small business functions, encompassing everything from managing customer relationships and organizing tasks to handling invoicing and tracking time, all within one cohesive platform. By providing a holistic 360-degree view of customer data, it allows users to efficiently oversee contacts, monitor purchasing and supplier details, and keep thorough records of jobs and tasks along with associated time entries. Users can swiftly generate professional invoices, proforma invoices, and quotes, while also benefiting from contract management that includes recurring billing and a user-friendly sales opportunity pipeline. The system enables the logging, prioritization, and assignment of jobs and tasks to team members, complete with features for notes, attachments, and real-time updates on status. In addition, CRMit provides customizable dashboards and staff management tools that feature GPS tracking and leave calendars, along with a detailed management system for product catalogs, ensuring that businesses have everything they need to succeed. Overall, CRMit not only enhances operational efficiency but also fosters better collaboration among team members.

Description

We took our tried-and-true, field-tested Light3, refined it significantly, optimized the entire process, and added numerous new features, all while preserving and even enhancing the user-friendly nature and high performance that Light is known for. Now, reports generated by Light4 can easily be printed, saved as PDF files, or exported as Excel (.xlsx) files in a single action for those users with "Export" permissions. The contract billing system has undergone a complete overhaul, allowing users to bill at any level of the contract—be it summary, task, or CLIN—and to modify a project's billing hierarchy whenever needed. This new version emphasizes speed, well-managed flexibility, and a variety of options such as pro-forma invoices, establishing a new benchmark for performance as well as for the preparation and distribution of invoices. Included with the software is a sample configuration tailored for government contractors, not-for-profit organizations, and various businesses, ensuring a seamless setup process. Additionally, users will appreciate the intuitive interface that supports quick adaptation to the new features, making the transition to Light4 both efficient and user-friendly.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

Free
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

CRMit

Founded

2016

Country

United States

Website

crmit.app/

Vendor Details

Company Name

CCAS Software

Website

www.ccas.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation No 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management Yes 
Fund Accounting No 
General Ledger Yes 
Government Yes 
Multi-Currency No 
Nonprofits Yes 
Payroll Management Yes 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management Yes 

Reporting

Customizable Dashboard Yes 
Data Source Connectors No 
Drag & Drop No 
Drill Down No 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports No 
OLAP No 
Report Export Yes 
Sales Reports No 
Scheduled / Automated Reports Yes 

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