Moreover, the Client Portal provides a seamless experience for your clients when working with you. With Proposal Templates and E-Signing, your turn-around times are reduced, while Auto Reminders ensure that you receive timely payments for your invoices.
And no, we're not suggesting that you adopt the "move fast and break things" mentality. Instead, we want to ensure that you're making informed decisions that take into account the factors that are holding you back, as well as the ones that are driving your growth. To do this, you need greater visibility into your bottlenecks and growth enablers.
Time Tracking: Accurately track billable hours and project timelines, optimizing resource allocation.
Client Feedback Handling: Efficiently gather and implement client feedback for continuous improvement.
Document Management: Securely store and manage essential documents such as contracts and reports within the CRM.
Appointment Scheduling: Simplify appointment scheduling and client meetings with integrated scheduling tools.
Create and send professional invoices with pay-now buttons. Set automated reminders, multiple currencies, and tax rates for compliance and timely payments.
Your domain, your logo, your colors. Your clients don't need to know that you are using iNextCRM. Embed many third-party apps including Google, Twilio, RazorPay, Paypal and more. Reduce the time you waste updating your clients.
It brings your Leads, Proposals, Contracts, Clients, Invoices and Payments in one-single place.
Turns out that one platform is better than 5 softwares
Your brand, your website, and your colors. Keep your use of iNextCRM confidential.
Effortlessly trigger transactional SMS
Set up and manage Zoom meetings
Personalized marketing email campaigns
Receive International Payments
Select files directly from your Dropbox account
Sync your Google Calendar with iNextCRM
Effortlessly access and manage your files
Do You Want to explore more Integration?
and a significant portion of it is consumed by non-core tasks such as chasing payments, creating proposals from scratch, or manually updating clients.
You're here for greater, more impactful endeavors.