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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

Gain unprecedented control over your operations! Oversee all project types with up to three subproject tiers. Monitor your budget thoroughly, factoring in time, external expenses, freelancer fees, and perform cost analyses for each initiative. Each team member is aware of their responsibilities: they complete their tasks and log their hours. Billable amounts and expenses are aggregated automatically, ensuring nothing slips through the cracks, allowing your projects to progress smoothly while you maintain complete oversight of your team's efficiency. Once quotes are approved, they seamlessly transition into budgeted projects, and generating invoices takes mere seconds. Payments are received promptly, and you enjoy real-time insights into your organization’s profitability, fostering informed decision-making for future endeavors. This level of detail empowers you to optimize your operations like never before.

Description

Viewing every transaction through the lens of your customer enhances the overall experience, fostering greater loyalty towards your brand. By utilizing user-friendly CRM software, you can consolidate information from various departments, providing a comprehensive, real-time perspective of each customer. You can efficiently manage and bill projects with robust project management capabilities. Additionally, it allows for precise tracking of time allocated to tasks, enabling accurate billing for your clients. The software also supports collaborative efforts by allowing multiple staff members to be assigned to tasks while monitoring individual timers for accountability. Create professional and visually appealing invoices, attach relevant files, and send them directly to your clients for convenience. This platform streamlines subscription and audience management, automating crucial functions such as accounting and fulfillment. Moreover, it initiates the sales process by identifying potential leads and swiftly preparing sales forecasts, allowing you to close deals in a matter of minutes. Ultimately, this innovative approach helps you secure more business while ensuring faster payments, eliminating the frustration of protracted sales cycles. By prioritizing customer insights, your business sets itself up for long-term success and sustainability.

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

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$5 per month
Free Trial Yes 
Free Version No 

Deployment

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

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Fin Finaud Consultant

Founded

2005

Country

Canada

Website

www.casserolenova.com/en/

Vendor Details

Company Name

Shoppias

Founded

2016

Country

Argentina

Website

www.easycrmsystem.com

Product Features

Project Management

Agile Methodologies No 
Budget Management Yes 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking Yes 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking Yes 
Traditional Methodologies No 

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 

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