BTrail CRM is the powerful, web based all in one CRM which covers all verticals of your business. BTrail comes with two online portal- Admin portal and client portal. Android/IOS mobile app also available for clients. BTrail is a complete software in itself to fulfill all your requirements but it also comes with some addon which may be specific requirement to make BTrail great fit according to your business.
BTrail is best suited CRM for Project Management .Project Roadmap module provides you advanced reporting for your BTRail CRM Projects, inside admin area. You can choose your customized plan.
Below you will find how this CRM will help you in your industry, What facilities your client can have on client portal, Admin features, addon modules available, customized plans etc.
Project Management
Project Management Firm
CRM
- Dashboard
- Customer, Vendor
- Record Payment, Payment Link, Estimate, etc.
- Customer Profile, His documents, business notes,
- Business contracts, AMC Record
- Time tracking, Timesheet
- Subscriptions
- Leads, Automatic lead capturing & Categorization
- Knowledge base
- To Do Items, Goal Tracking
- Custom field in user, employee registration
COMMUNICATION
- Different Email Template
- SMS API Integration
- Generate quotation & auto send
- Design invoice format & direct send to client
PROJECT & TASKS
- Dashboard view of projects
- Projects
- Tasks
- Auto project & task assign to employee
- Activity log
- Milestones & Goals
- Activity log
- Task automation & project tracking
- Gantt View
HR & FINANCE
- Customized user role & capabilities
- Different customer groups
- Record expense in different category
- Income vs expense report
- Pending, partially and full paid invoices
- Automatic prepare customer statement
- Employee Directory
- Performance Tracker
- Workflow automation
DOCUMENTS MANAGEMENT
AUTOMATION
- Email Integration
- Web to Lead form
- Auto lead capture from email
- Auto capture lead from social media
- Automatic prepare customer statement
- Easy follow up & reporting process
- Auto assign task to employee
- Auto assign generated lead to employee
CUSTOMER SERVICE
- Support ticket system
- Auto assign ticket to employee
- Weekly stats of tickets
Packages Detail
Have Any Question?
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