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.
Lead Management
Capture, manage and convert leads to customers.
With the simple Kan Ban you can keep track of leads and easily manage the progress as they become customers.
You can attach files, convert lead to customer, auto import leads from email, create proposals and leave notes.
Reporting
Generate reports and have a clear view of the entire organisation from your own customised dashboard.
Goal Tracking
Integrate with other platforms and tools
gmCRM is boasts a secure and powerful integration RESTful API, built to allow you to create a functional application or integration quickly and easily.
Project Management
Manage projects end-to-end with complete visibility.
Keep track of the progress staff are making across milestones and tasks as well as time and expenses.
