Bot Billing (SaaS) CRM & Project Management is the ultimate tool to streamline sales, projects, and contracts. Keep tasks in one place, collaborate in real-time, and track customer leads and orders effortlessly. Gain insights with reports and never miss a follow-up with automated notifications.
Bot Billing (SaaS) CRM & Project Management is the all-in-one solution for efficient sales and project management. With features like sales tracking, purchase orders, recurring invoices, and contract management, it simplifies your business operations. Keep your team organized with centralized task management and collaborate in real-time for optimal results. The software ensures accurate tracking of customer leads and work history assigned to salespersons. Efficiently manage orders, invoices, and payments while receiving notifications for follow-ups via email. Track progress with insightful reports, including daily/monthly sales, and boost productivity with this powerful and user-friendly tool.
The SaaS CRM generates detailed invoices with product information, taxes, discounts, and total price upon customer confirmation. It also offers payment initiation options through various gateways, streamlining the purchasing process.
SaaS has the ability to send quotes to the customer except leads before the payments are made with all the product details including taxes, discounts and fixed prices. Quotes are a preview of product details before confirmation by the customer.
Recurring invoices that can be configured to a specific period of time of the day and hour. when the action to be performed. The SaaS CRM generates recurring invoices, scheduled at specific times, triggering alerts for timely invoice generation.
SAAS helps both the customers and admin to place more than one order or payment at the same time by placing all the selected products into cart and make payment at a time. Admin can also place the products into cart on behalf of customer’s requests.
SaaS simplifies project management with budgeting, expense tracking, and flexible billing options. Efficiently manage projects, track progress, and optimize operations with intuitive sub-modules. Versatile billing methods for efficient project management.
SAAS offers email templates with predefined formats, including addresses (From, To, Cc, Bcc), subject, and body text. It also allows customization of SMS templates, enabling predefined formats for SMS content with sender and receiver details.
SAAS has the ultimate ability to keeping track of all the transactions such as payments, credit notes, and refunding over a large period of time. All incomes, expenses, profits, losses are tracked and calculated
SAAS messaging system integrates with MailChimp, facilitating message sending and receiving. Manage Inbox and Outbox messages effortlessly for streamlined communication.
Plug-ins allow you to optimize or customize this application to some extent by activating or deactivating the plug-ins of your choice or requirement
SaaS CRM enables the process of initiating an inquiry about the product in order to know the interests of customers and categorize them as leads so that they will be able to get the proposals.
Specific administrative structure, as well as to group users in any other way and to define the access and permission settings.