Custom CRM

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Our customized CRM takes your entire business to the next level, empowering you to work smarter by optimizing your workflow and automating your customer experience.

Customization of the system includes brand color, custom theme based on your industry, 10 custom links, custom client portal, custom invoices, on-boarding form setup, 1 custom document upload page, 4 custom industry-specific client pages, and custom staff dashboard.

CRM includes:  

Secure Messaging with Clients

Live Chat with Staff


Email Marketing/Drip Campaigns

Automation/Appointment Booking

Cloud Proposals/Cloud eSigning

Cloud File Storage & Transfer

Client Onboarding

Sell E-Learning Courses

Invoicing & Subscriptions

Custom Dashboards



(max file size 5 GB)

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