overview

Sales and customer support tools for mid-enterprise with unique requirements.

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.

  • Capture leads with customisable Web Forms
  • Manage and convert leads to customers
  • Create a product inventory and manage estimates and invoices with ease.
  • Manage incoming and outgoing finances with expense and payment management.
  • Stay on top of sales targets with Goals tracking and powerful reports.
  • Customise everything… Any functionality is now possible, because we own the source code.
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.

  • Solve customer problems and close cases faster from a single console screen
  • Provide faster service by helping customers find the answers they need on their own in self-service communities.
  • Personalise customer care and predict needs using insights from customer behaviour.
  • Provide conversational service over SMS, MMS, and group services with live messaging.
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.