Awzpact Technologies & Services Pvt Ltd

Project Description

Awzpact Alive is complete Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, Awzpact Alive can help you look more professional to your customers and help improve business performance at the same time.

Managing customers is important and Awzpact Alive helps in several ways:

Manage and invoice projects with the powerful Project Management Feature.
Link tasks to many Perfex 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 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.

Key Features

PROJECTS Manage and Invoice projects with powerful project management features. Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.			INVOICES Build a professional and great looking invoices. Attach files and send directly to your clients, including the invoice PDF. Ability to set up recurring invoices
ESTIMATES Create estimates within minutes. Send to your customers and wait for them to accept. Ability to auto converts the estimate to invoice after the customer accepts. Your customer can view and take actions on the estimate even without logging in.			PROPOSALS 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 negotiations.
EXPENSES Creating recurring expenses. SetUp 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.			PAYMENTS Record and receive payment in different currencies. Auto-generated PDF sent to the customer. Ability to add partial payments to invoices is available.
LEAD MANAGEMENT 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 changes stage easily with drag and drop.			WEB TO LEAD FORMS Awzpact Alive Web to LEad feature allows you to build a web form based on leads fields and custom fields to place it on your websites, 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.
SUPPORT SYSTEM The great support system that helps you track and resolve issues quickly with the ability to an auto open ticket from email, insert knowledge base link, add predefined replies.			CALENDAR Have a clear view of all your company events upcoming invoices payments contracts expirations, estimates, expirations, tasks finish date, reminders. You will never miss anything from the calendar.
CUSTOM FIELDS You can add custom fields on PDF for Invoices, payments, estimates or proposals and many important features. Configure to fit your business. Ability to show in the customer portable or table.			TASKS 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
KNOWLEDGE BASE Create Knowledge base articles and organize them in groups. Help your customer and build trust,			CONTRACTS Use contracts feature to lock in current and future sales. Easily create contract PDF and sent the contract directly to the customer email.
REPORTS Generate reports and have a clear view of everything. Keep track of Income vs. expense and lead conversions. The knowledge base report included.			GOALS TRACKING Use the Goals tracking to keep sales goals in mind. Ability to notify staff members about failure or success.
PERSONAL TO DO Each Staff member has their own personal to do items board to increase productivity. Easily change todo status by the drag and drop.			CUSTOMER AREA The customer 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.