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CRM

Custom Service CRM & Operations Management Software

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About Service CRM System

A CRM & service management tool for executive services industry, which allows access to company officials and service executives. Companies who offer executive documentation services like human resource, financial services, licensing and insurance management can use this solution to track their operations. When documents are uploaded for any service, the admin receives an instant notification, can review the document and share his comments. Companies can also review their freelancer/staff who performs the services.

Features

SaaS based platform with subscription plans for companies to register
Management of client accounts and assign to staff member
Activate/deactivate any of the 4 default services, reorder services according to priority
Assign any freelancer to a service and give access to related information
Document management features for every service for each month
Alert and notification system for reminders
Freelance review feature with comments & ratings
Review removal request for freelancers
Live chat window to chat with other users of the company

Technologies

  • PHP
    PHP
  • MySQL
    MySQL
  • Stripe
    Stripe
  • Firebase
    Firebase
  • SaaS
    SaaS
Pre-Vetted Developers

Start now with a pre-vetted developers.

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Service CRM System 2
Service CRM System 3
Service CRM System 4
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