Manage your customers and create multiple contacts for your customers. Give customers access to the platform, set access permissions and enable customers to have their own client portal with access to all financial data from presented by your company.
Track all your invoices and generate reports. Add taxes based on each item, add multiple/ change currencies from previously setup customer currency.
Weblook CRM enables you to create and send estimates within minutes and receive notifications once customers accept an estimate. Your next course of action can be recorded via notes and reminders. Weblook CRM enables you to auto convert an accepted estimate from the customer into an invoice.
Create proposals for leads/ customers to increase sales. Set time duration for proposal acceptance/ declining from client and receive overdue notice. Receive notifications when a customer accepts/ declines a proposal. Auto generate thank you emails for customers upon accepting a proposal.
Create and manage projects, assign tasks to staff and track time spent on each project. Ability to track project expenses and invoices for a faster client billing process.
Save time by generating recurring invoices and expenses automatically with invoice generating period options from days, weeks, months or years.
WeblookCRM implements payment gateways that are available in most countries.Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period time could be days, weeks, months or years
Add web to lead forms onto your website or landing page. Use this feature to import leads from the form onto the WeblookCRM system. Information on potential clients and quote requests from clients can be gathered directly from your website.
Customers can create tickets via email without the need to access the client portal. The ticket system can be optimized for auto responses and predefined ticket replies. Staff has the access to create ticket notes, assign tickets to staff based on the department.
Weblook CRM offers a calendar feature that allows all staff to add and keep track of notes, appointments/ meetings, follow-up reminders and notes.
Add customized data fields based on your requirements such as information on invoices, estimates, leads and more.
With Weblook CRM you can now manage all your staff members from one place. From task assigning to multiple employees, adding tasks followers, task comments, setting up staff reminders and adding task attachments Weblook CRM simplifies keeping track of employee tasks and staying organised.
Weblook CRM offers a company knowledge base where staff can upload company documents onto their designated folders in the system and provide information and useful articles for customers in the client panel of the system.
You no longer need to spend hours going through your drawer full of documents to find a contract. With Weblook CRM adding contracts is simple with creating PDF contracts and sending them to customers. Overdue contracts are also notified by the system.
Sales report Expenses , Report Reports by , customer Custom date picker Leads, Conversions Knowledge base articles (Track if your article is useful to clients, improve text based on votes)
Setup goals and tracking achievements. Use the Goals Tracking feature to keep sales goals in mind.
Setup sales goals and track achievements. Staff members can create personal to-do on their dashboards to organize their work and ensure their goals are met.
Tired of having to sign and scan documents everytime you need to send important documents to clients? With Weblook CRM, you no longer have to. E-signatures can be created and used to sign documents online. It's much faster and safe to use.