InfyCRM Key Features and Concepts
Here are some Key Features and Concepts that InfyCRM provides.
We are supporting 9 languages,
Beautiful visual dashboard for an admin to have a full overview of a whole system with all the statistics you need.
- Invoices - How many invoices drafted, unpaid, paid, etc.
- Estimates - How many estimates were sent, declined, accepted, etc.
- Proposals - How many proposals open, revised, accepted, etc.
- Projects - How many projects started, not-started, finished, etc.
- Members - Active members of the system.
Customers are actually a company, they can manage their personal details like,
- Credit notes
Members in CRM are the users who are responsible to lead the conversation and many other activities. Admin can create members with different permissions.
Admin or users who have permission to create Articles can create articles. Admin should be able to edit/delete all articles while the other users can see only his articles.
You can see the list of all tags used in all projects, proposals, estimates, tasks, etc. You can create new tags from here and can edit and delete existing ones.
Leads are actually the opportunity of customers who not yet did any deal with the company.
You can see the lead through the Kanban view and move that lead from one status to another status. Lead can also be filtered according to lead status. Lead can be assigned to any member.
Once Lead is ready to deal with a company you can convert a lead to a customer.
Each Project must have associated with the customer and members. You can create a new project from this section and can edit and delete existing ones. You can create a project by giving the billing type option, an option like Fixed Rate, project hours, task hours.
Once the project is started, all we need to do is define tasks. The task may have,
- Hourly rate
- Assigned Date
- Due Date
- Related to
You can also assign a task to team members if you need them. You can select the option which has a related task such as invoice, customer, ticket, project, lead, proposal, etc.
Admin or user who has permission to create tickets can manage the tickets module. You can create a ticket to track customer requests.
Tickets without Contact and Ticket to Contact, these two options can be used to create a ticket. You can assign tickets to your member priority-wise, and the user also able to attach files to the ticket.
You can create an invoice from the product you have added to the product module. Also, you can directly assign the invoice to the client. You can manually add the item to the invoice and also download it as a PDF send it to the client.
There are many options available for invoice creation. One of them is the Discount type. We are supporting 2 discount type options.
- Before Tax
By using the before tax option, your discount will be applied to invoice subtotal before applying the tax of the item.
By using the after-tax option, your discount will be applied to invoice subtotal which is actually included the tax too.
You can also change the invoice status to paid by paying the full amount. If you don't want to pay the full amount then it will be considered as partially paid.
You can create a credit note from the product you have added to the product module. You can manually add the item to the credit note.
You can create a proposal from the product you have added to the product module. you can manually add the item to the proposal. You can also convert the proposal directly into an invoice and estimate.
You can create an estimate from the product you have added to the product module. You can manually add the item to the estimate. you can directly assign the invoice to the client. You can also convert the estimate directly into an invoice.
Invoice data show invoices you have paid and invoices that have been partially paid.
Departments are useful when you need to divide tickets department-wise. Like the Finance Department, Marketing Department, Purchase Department, etc. You can create a new department from here and can edit and delete existing ones.
By using this module you can record your expense category and amount. You can store it with a specific customer, currency, payment mode, expense date, and attach a document related to it.
When you pay for an invoice, you can easily make a payment using the payment mode. You can create a new payment mode from here and also can edit and delete existing ones.
Taxes are used while creating invoices, estimates, proposals, products. You can create taxes with its amount here.
Create and manage your business products from here. You will be able to create invoices, proposals, and estimates from the created product and you can also manage that product group wise.
Create the announcement that you want to show to the client-side, and you can also change the status of that announcement if you do not want to show the announcement.
We have added cron for announcements, so it will be auto-published at a given time.
You can create a contract with the contract type and contract amount. And also assign the contract to the customer. You can also create a contract from here and also can edit and delete existing ones.
Once a goal has been created, the goal is dynamically tracked and the goal will be tracked based on the goal type you have selected. Goals will be fully tracked from the start date and end date.
We are supporting some default goal types. e.g Convert x Leads, Paid x Invoices, etc.
You can create a new service from here and can edit and delete existing ones.
InfyCRM provides various settings to control your branding and other general items.
- Application Name
- Term & Conditions
- Company Logo
- Favicon Icon
- Company Name
- Company Email
- Company Phone
- Company Address
- Company City, State
- Admin Note
- Client Note
Dashboard for the client has a full view of their own information & usage. The client can visualize their own project status, total amount counts for Invoices, Proposals & Estimates with its needed statuses.
The client can visualize their own created invoices and see their invoice details, invoices statuses & can visualize the paid/unpaid, invoices progress bar, which is created by Admin.
You can pay invoices with stripe payments too.
The client can visualize their own created proposals and see their proposals in detail, proposals statuses & can visualize the open/revised/accepted, proposals progress bar, which is created by Admin.
The client can visualize their own contracts in which he/she can see the detailing of contract information which is created by Admin.
The client can visualize their own created estimates and see their estimates detail, estimates statuses & can visualize the sent /accepted/ declined/expired estimates progress bar, which is created by Admin.
The client can visualize announcements which are created by Admin with date and time.