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CRMNir Customer Relationship Management and Project Management

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Overview

CRM Nir 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, CRM Nir can help you look more professional to your customers and help improve business performance at the same time. Managing customers is important and CRM Nir helps in several ways: Manage and invoice projects with the powerful Project Management Feature. Link tasks to many CRM Nir 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.

 

CRMs need to focus on customers and CRM Nir does that 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.

 CRM Nir has many features designed to fit many applications. Read more about the features below and try the demo to see how CRM Nir can help you succeed

Features

  • Customers
  • Invoices
  • Recurring Expenses
  • Recurring Invoices
  • Estimates
  • Proposals
  • Online Payments
  • Projects
  • Milestones
  • Leads
  • Web to Lead Forms
  • Tickets
  • Departments
  • Contracts
  • Custom Fields
  • Staff Reminders
  • Theme Styling without coding
  • Events
  • Email Templates
  • Easily re-organize admin menu
  • Goals Tracking
  • Staff Roles & Permissions
  • Company Newsfeed
  • Personal Todo
  • Staff
  • Staff Tasks
  • Surveys
  • Recurring Tasks
  • Surveys
  • Reports
  • Knowledge Base
  • Media Library
  • Responsive

Requirements

  • Customer Relationship Management
  • Project Management
  • CRM

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Frequently asked questions (FAQ)

Price
99.00 USD
License

Personal license

  • client management
  • codeigniter
  • crm
  • estimates
  • expenses
  • invoice
  • lead management system
  • leads
  • project management
  • proposals
  • Recurring Invoice
  • support ticket
  • surveys
  • task

Information

  • Category
    PHP Laravel
  • First release
    04 February 2024
  • Last update
    04 February 2024
  • Software Framework
    CodeIgniter
  • Software Version
    1.1
  • Tags
    client management , codeigniter , crm , estimates , expenses , invoice , lead management system , leads , project management , proposals , Recurring Invoice , support ticket , surveys , task