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Features & Benefits
One Click Invoice Creation.
Create professional and great looking invoices with the click of a button. Attach files to send directly to your clients including invoice PDFs for each transaction that you process, no matter how big or small it may be! You can also set up recurring creations at any time so they will regenerate automatically every "X" months from now on (starting 1 month).
Leads Management.
The CRM system will help you keep track of leads and easily follow their progress. You can attach files, convert a lead into an actual customer automatically import them from email or other sources like social media channels all while creating proposals for new clients without missing anything important along the way!
Goals Tracking.
A company's success relies on the dedication and hard work of its staff members. To measure their achievements or failures, one must track everything that happens within a organization - from Setups goals to Notifications about failure/achievement alerts!
Record Payments.
Make the most of your business by recording and receiving payments in different currencies. Customers can pay you via Paypal or Stripe, with an auto generated PDF receipt and invoice for each transaction!
Features Of Customer Relationship Management (CRM) Software
Customers
Managing your customers and their data can be difficult, especially if you have a lot of customers.
You need to be able to quickly find the customer data you need, when you need it. You also need to make sure that your customer's data is secure.
CRM was created to help businesses manage their customers and their contact information easily and securely. With our CRM software, you can create multiple contacts for each customer, set permissions for who can see what data, and present all financial data from your company in a clear view for your clients.
Invoices
It's hard to keep track of your actual revenue when you're busy running your business.
Without an accurate way to track your invoices and payments, it's difficult to know if you're making a profit.
CRM is the perfect invoicing solution for small businesses. With our easy-to-use interface, you can create and send invoices to clients in minutes. It generates recurring invoices too so that you don't have to create it manually after every interval. Plus, our built-in reporting features make it easy to track your actual revenue over time.
Lead Management
It's hard to keep track of all your leads, and it's easy to lose touch with them if you're not organized.
Not keeping track of your leads is a huge mistake. You could be losing out on potential business without even realizing it.
CRM software is the answer. With our lead tracking software, you can easily import leads from email, add notes, create proposals, and attach files. You'll never lose touch with a potential customer again.
Task Management
Managing tasks and projects can be difficult, especially when you have a lot of staff members and files to keep track of.
Trying to manage tasks by yourself can be incredibly difficult and time-consuming. You need to make sure each task is properly delegated, followed up on, and completed on time.
CRM was created with busy professionals like you in mind. Our task management software allows you to easily assign tasks to multiple staff members, add followers, attach files, and let your staff comment on tasks. With our powerful reporting tools, you'll always know exactly what's been done and what still needs to be done.
Projects
It can be hard to track employee progress and performance without a CRM tool.
Without a CRM, you're flying blind when it comes to your team's productivity. You have no way of knowing who is lagging behind or what tasks still need to be completed.
CRM solves this problem by allowing you to create projects and track employee progress on each task. With real-time updates, you'll never have to worry about losing momentum again.
Estimates
Time wasted on administrative tasks can keep you from focusing on your business' most important goals.
Admin tasks like creating estimates, sending them to customers, waiting for their acceptance, and then converting them to invoices can take up a lot of time.
CRM is here to help. Our software automates these tasks for you so that you can focus your time and energy on what's most important.
Email Templates
It can be hard to keep track of all the different interactions you have with customers, and it's even harder to keep track of what you said in your last email.
Juggling customer support through email is tough enough as it is, without having to worry about remembering the right tone or wording for each situation.
CRM makes it easy to set up predefined email templates that will save you time and help you stay on top of your customer communications. With merge fields available, you can easily customize each template for each individual customer interaction. And our multi language options make sure that no one feels left out.
Online Payments
You're running a business, and you need to take payments from customers. But how?
It can be tough to figure out the best way to take payments from your customers.
CRM has payment gateways for all of these services, plus many more. We have implemented payment gateways that are available in most of the countries, so you can take payments from anywhere in the world.
Auto generated PDF receipt sent to customer. Ability to add partial payments to invoices is also available.
Why FoundersCart exists?
Now, more than ever, the world needs entrepreneurs. They are the ones who take risks to achieve their dreams. They have the power and courage to change lives.
But here is the biggest challenge entrepreneurs face!
It's tough to know where to start, what resources are available, and how to take the business idea from concept to reality.
The journey is full of challenges , there is a lot of competition, and the odds are stacked against survival.
Keeping entrepreneurial moral is difficult, statistics say over 80% entrepreneurs quit within the first two years.
FoundersCart was created by a team of Chartered Accountants with an Idea to help entrepreneurs overcome these challenges. We observed over 10,000 businesses and break down the path to success into key actionable steps. We curated selection of the best tools and resources that have helped many businesses grow faster. From CRM, web design templates and branding tools, to e-commerce platforms and marketing resources, we've got everything you need to make your business successful. Plus, our community of entrepreneurs is here to support you every step of the way.
So if you have an entrepreneurial spirit, now is the time to put it to good use. The world needs your ideas, your energy, and your passion. Together, we can make a difference.
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Customer Relationship Management (CRM) Software
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