FEATURES AND BENEFITS
Explore the awesome Grooops CRM features that will help you get your business to the next level
CRM MODULES
- Dashboard
- Customer Portal Module
- Accounting Module
- Sales Management Module
- Expenses Module
- Contracts Module
- Projects Module
- Estimate Request Module
- Leads Module
- Inventory Module
- Purchase Module
- Tasks Module
- E-Ticketing Support Module
- Assets Module
- Knowledge Base Module
- HR Payroll Module
- Timesheets & Leave Module
- POS Module
- Integration with WooCommerce
- Reports Module
DASHBOARD
A visual display of all of your data. Customizable Dashboard with the flexibility of widgets setup and provide information at-a-glance.
INVOICE CREATION
Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.
LEADS MANAGEMENT
With the simple Kan Ban you can keep track of leads and easily follow their progress. Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.
CREATE & MANAGE PROJECTS
Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.
RECORDS EXPENSES
Record company 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 years. Ability to set expenses billable to customers or projects.
BUILT IN STAFF TASKS
Assign task to multiple employees, add task followers, task comments allowed, task attachments.
E-TICKETING SUPPORT SYSTEM
Great support ticket system with autoresponders. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.
KNOWLEDGE BASE FOR CUSTOMERS AND STAFF MEMBERS
Create internal or external knowledge base articles. Staff or clients can have first level self find out before attending to support. Knowledge base module come with text editor, flexible to edit or add new articles.
