A|I Customer Relationship and Project Management System allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item.

Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period time could be days, weeks, months or years

Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.

Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.

Leads or potential clients are really important part to any company. Every company trying everyday to get new leads. Very offen happend some potential client to call and ask for specific service that you company serve and then sometimes this is forgotten. With A|I Customer Relationship and Project Management System you will never forget your potential clients and you will be able to manage all of them in one place. 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. Ability to auto import leads from emails and web to lead forms, import leads from .CSV file included.

You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place. You wont need anymore to search in your desk documents. Create PDF contracts and send to your customers from A|I Customer Relationship and Project Management System. Contract overdue reminders available.

Assign your staff to specific departments and ability to auto import tickets by department email.

Setup staff reminders for staff member with ability to notify by email and built-in. Reminders are available for important features.

Create private or public events. Receive notification when an event is coming built-in and email.

You can re-organize admin main menu and the setup menu from in few seconds, you need only to login in your admin area. No coding is required. Add/Remove icons to fit for your needs.

You can give staff a specific permissions what can do or can’t do. Role permissions can be overided for each staff.

Every staff member can have their own personal todo dashboard which will allow your staff member to easily organize the their work.

Reports
Sales
Expenses Report
Reports by customer
Custom date picker
Leads Conversions
Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)

Track all staff activity. Adding new items, creating, deleting. A|I Customer Relationship and Project Management System is fully responsive. You can easily access your data from mobile or tablet.