Crystel CRM improves Customer relationship management by creating a 360° view of the customer, capturing their interactions with the business, and by surfacing the information needed to have better conversations with customers.
The CRM system organizes this information to give you a complete record of individuals and companies, so you can better understand your relationship over time.
 |
The Dashboard home page provides useful at-a-glance information about the activity on your account. A wide range of analytics and real-time charts provide insight into the performance of your business. The Dashboard also shows recent activity that may require you to take action, such as unanswered disputes or identity verifications. |
 |
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. |
 |
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. |
 |
Manage all your staff members from one place & |
 |
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 Crystal CRM 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. |
