CRMCloudy is self hosted Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, our CRM can help you look more professional to your customers and help improve business performance at the same time. Our platform need to focus on customers and with a powerful support system that helps you track and resolve issues quickly via the integrated ticket system and customer reminders.
Assign reminders to yourself, one or many staff members and with one click, reminders can be sent to email and in-app notification system. These features and more can take customer satisfaction to the next level.
Create personalize lead form
To drive more sales, we will need to capture more leads and have your team follow up immediately. The lead form allows you to seamlessly capture information from your marketing efforts through different platforms
Create Your Lead Form with Custom Fields to Better Qualify Your Leads
Communication is critical for success in sales
Communication is critical for success in sales. With powerful rapid communication tools and mobile accessibility, CRM Cloudy empowers users to reach out effectively, hunting more prospects in less time.
Centralize leads management
Capturing and managing all your leads from your networking events or digital marketing efforts on 1 platform. Allowing you to quickly search and follow up with leads on the go.
Sales team performance review
Understand the current Sales Team’s Performance. Build an effective sales force with CRM Cloudy Software’s team features.
Manage and invoice projects with the powerful Project Management Feature. Track time spent an task and bill your customers. Ability to assign multiple staff members on tasks and track timer per assigned staff.
Build professional and great looking invoices. Attach files and send directly to your client, including the invoice PDF, Ability to setup recurring invoices.
Bill your Customer in a faster way via our awesome Stripe Subscriptions Feature. Create subscription, send the subscription to your customer and let CRM Cloudy and Stripe do all the work behind the scenes.
Create Estimates within minutes. Send to your customers and wait for them to accepts. Ability to auto cover convert the estimates to invoice after the customer accepts. Your customers can view and make actions on the estimate even without logging in.
Create good looking proposal and impress your potential client or customers, include image, tables, items, YouTube videos with the powerful editor. Proposal comments allowed for negotiation.
Creating recurring expenses. Set up a recurring expense and the expense will automatically be created after the specified period.The period time could be days, weeks, months, or year.
Ability to set expenses billable to customers or specific project.
Record and receive payments in different currencies.Auto generate PDF sent to customer. Ability to add partial payments to invoices is available.
Web to Lead Forms
CRM Cloudy WEB to Lead features allows you to build a web form based on leads fields and custom fields to place it on your website, landing page, etc. as an iframe. The visitors can then enter their names, email addresses, upload attachments and other basic information, to create a lead directly in the CRM.
Great support system that helps you track and resolve issues quickly with ability to auto open ticket from email, insert knowledge base link, add predefined replies.
Assign tasks to multiple staff members, ass followers, attach files. Let your staff comment on task, upload files. Task can be related to mostly all-important features
Have clear view of all your company events upcoming invoice payments, contracts expirations, tasks finish date, reminders. You’ll never miss anything from the calendar.