ScopeCRM Features
We have given attention to every design element. The final result is what we believe to be an extremely user-friendly application. The application gives you and your clients a single point of contact, to collaborate on projects.
Project Management
You no longer need to use multiple tools to get the job done. The application comes with very advanced features to help you manage your projects. Make you life even easier by taking advantage of the project templates feature and also the project cloning feature.
You no longer need to use multiple tools to get the job done. The application comes with very advanced features to help you manage your projects. Make you life even easier by taking advantage of the project templates feature and also the project cloning feature.
Invoices & Payments
We have created a very easy to use invoicing system. There is now no need for you to use a third part invoicing application. The CRM enables you to create invoices with many options, such as,Ā time billing, product billing, task billingĀ etc. Your clients are automatically sent their invoice via email and they can easily pay for it via credit card or PayPal.
Subscriptions
This feature enables you to bill your clients for your products and services, automatically. You can set the billing cycle toĀ weekly, monthly, yearlyĀ etc. The system will automatically generate a new invoice and charge your clientās credit card automatically
Estimates/Quotations
Clients are more willing to commit to a project when they have an idea of the total cost. The application comes with a very easy to use tool for you to create and email estimates to your customers. You customer can then review and accept your estimates very easily.
Proposals
First impressions count. Impress your prospective clients with beautifully crafted project proposals. No design skills requires, with our easy to use interface.
Recurring Billing
You can create daily, weekly, monthly or even yearly recurring invoices. The system will automatically create a new invoice and email it to your client.
Leads & Opportunities
Keep track of your opportunities and nurture your leads into paying customers. You can easily capture new leads, using our very advanced form builder. You can then embed your lead capturing forms on any website.