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A|I Customer Relationship and Project Management System 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, A|I Customer Relationship and Project Management System can help you look more professional to your customers and help improve business performance at the same time.
CRMs need to focus on customers and A|I Customer Relationship and Project Management System does that with a powerful support system that helps you track and resolve issues quickly via the integrated ticket system and customer reminders. Assign reminders to yourself, one or many staff members and with one click, reminders can be sent to email and in-app notification system. These features and more can take customer satisfaction to the next level.
Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view.
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.
Create recurring invoices that will be re-created automatically without you lifting a finger, based on the specified period for the recurring invoice. The period time could be days, weeks, months or years.
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 estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.
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.
Receive payments from Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree, we have implemented payment gateways that are available in most of the countries.
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.
Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones.
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.
Create unlimited web to lead forms and inject in your landing page or website. This feature allows you to import leads into A|I Customer Relationship and Project Management System from form. Use web to lead forms to gather potential clients information, allow them to request quotes directly from your website.
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.
Great support ticket system with autoresponse, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accesing the client portal.
Assign your staff to specific departments and ability to auto import tickets by department email.
Custom fields can store extra information for customers, leads, tickets, invoices, comapany, estimates and more.
Setup staff reminders for staff member with ability to notify by email and built-in. Reminders are available for important features.
Style the CRM to your company branding with the powerful theme styling feature. To fit best for your needs create custom.css and add your own styles.
Create private or public events. Receive notification when an event is coming built-in and email.
Style the CRM to your company branding with the powerful theme styling feature. To fit best for your needs create custom.css and add your own styles.
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.
Setup predefined email templates from text editor. Merge fields available and multi language options available.
You can give staff a specific permissions what can do or can’t do. Role permissions can be overided for each staff.
Setup goals and tracking achievements. Use the Goals Tracking feature to keep sales goals in mind.
Every staff member can have their own personal todo dashboard which will allow your staff member to easily organize the their work.
Upload files in media library. Each staff member that is not admin have their own folder for uploading files. Also, setup auto backup database each X days to prevent losing your important data.
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)
A|I Customer Relationship and Project Management System is really flexible, we have included options that will make A|I Customer Relationship and Project Management System to fit for your company requirements. Hundreds options included, overwriting language text, for more advanced users custom CSS file to change any styles you want, edit VIEW/HTML files without need to worry when performing upgrade and even action hooks.
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.
Absolute briliant look and feel, the functionality is exactly what you looking for and if is not there then just wait because the developer is incredible with constant updates! I'm truly so happy with the product and recommend supporting A|I Academy Management System and the developers behind it. Thank you!
We have worked with A|I Web Development for our very first retail site and the amount of effort put in by the team has made the website our pride and it has ever since improved traffic. The services provided by the A|I Web Dev TO us top-notched, quick and efficient! Thank you, A|I Web Dev!
Thanks to Abie! truly it has been a pleasure working with you on this implementation. We are truly satisfy by the professionalism you have demonstrated all this time and the quality of work of the website, plus the effort of your entire team. Kudos guys!
A|I Web Dev is incredibly patient and very understanding to my creative needs, which is essential to producing the desired outcome, which I am very happy with. Of course there were technical glitches and stumbling blocks but A|I Web Dev's team was always on top of it and have been very quick to resolve all issues. They are responsible and always there for me and very obliging, which is what a good agency should be.
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This is by far the best Social Platform Web Apps i've ever tried. I can simply modify with its user-friendly customization to match with my business. The customer service is very helpful and replied in timely manner. Thanks, A|I Web Dev!