- client can access all the invoices generated for him and check the status – to be paid, paid, delayed, partially paid.
- Client can access all the contracts made between the client and you(Owner).
- Client can access the budget or estimate sent to him by owner/admin.
- Client can directly send you request to send estimated of selected products/services online. Admin can see estimate request on admin portal.
- Client can access all projects detail he is involved in. View all summery, on going projects, and status – ongoing, hold, cancelled, complete. Client or service provider can maintain document, notes, reminders, expenses for any particular project on portal
- Client can access all the proposals sent to him from admin portal.
- Technical support ticket system facility available for clients. If they faces any issue, they can raise support ticket and check status – open, in process, answered, hold, rejected.
- Client can upload documents directly from account. No need to send document on mail again and again.
- Client will get reminders for his due dates or pending works
- Client can see all the transactions made between service provider and him. It is like complete account statement based on selected time period.
- Client can pay his dues directly from his client portal by payment gateway. His account is maintained on portal automatically.
- Client can explore your all products on your online shop on portal. They can purchase from there directly or they can send you estimate request to send them estimate of selected products. They can access order list and even they can track status of their orders.
- And many more depending on modules
Features
Features on Admin & Client Portal
- Manage and invoice projects with the powerful Project Management Feature.
- Link tasks to many BKS Advance CRM features and stay organized.
- Build professional, great looking estimates and invoices.
- Powerful support system with ability to auto import tickets.
- Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
- Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
- 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.
- Create good looking proposals for leads or customers and increase sales.
- Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
- Know more about your customers with powerful CRM.
- Increase customer retention via built-in Surveys.
- Use the Goals Tracking feature to keep sales goals in mind.
- Create announcements for your staff members and customers.
- Use Contracts feature to lock in current and future sales.
- Custom fields can store extra information for customers, leads and more.
- Receive payments from Paypal and Stripe in different currencies.
- Tons of configurable options.
- Style the CRM to your company branding with the powerful theme styling feature.
- Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
- Great looking calendar for each staff member based on staff permissions.
- Follow ups, reports, notes, files and many more features.
- “Customer Loyalty & Memberships Module” lets you loyalize your customers by rewarding them with points. With Customer Loyalty & Memberships, you can efficiently implement a reward system in your store. The loyalty points received by customers are redeemable as offering coupons, discounts on purchases, or other loyalty rewards. Not only that, the points are redeemable to attain the loyalty membership too, and become a part of the brand’s loyal members community.
- And many more depending on modules
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