Contacts, Addresses, Notes and Groups. Create new fields. Easily link everything under a Customer.
Project Details, Invoice Subscriptions, RSA/AES crypto for Passwords for secure and more.
Online Quote Approval, Job Task Discussions. Create and send a PDF Quotes. Record Project expenses.
Send PDF Invoices. Accept payment via PayPal, Stripe & Authorize. PayPal subscription payments. Automatic overdue notices.
Manage your customer database in this easy to use CRM. Store, search and group customers. Keep private notes. Multiple contacts per customer.
Record customer details. Keep project detail document, notes and history all in one place. Link Jobs and Invoices to customer.
Link Job to Customers and Quote. Send Quote to customer for pre-approval. Customer can track Job progress. Add Tasks to Jobs.
Generate PDF invoices, email invoice to customer straight from system. Mark when invoice is paid. Overdue notices. Part payments & invoice merging.
Customers and staff can upload files. Tag image files with comments or upload documents. Email alerts on file uploads. Assign files to customers/jobs.
Receive payments on invoices via secure PayPal, Google Checkout or Stripe. Invoices marked as paid upon successful payment. Part payment on invoices. Payment history. Payment receipt.
Dashboard overview showing your TODO items (such as upcoming jobs, invoices that haven’t been sent, tasks requiring admin approval, new file uploads).
Want access to the CRM on the road? This system comes with a cut down mobile friendly view. Try it from your phone to see! You can also disable the “mobile view” and use the standard responsive layout if you wish.
Host this system on Lemon web server or public website hosting account.
Customers can sign up using a form on your CRM. Default jobs are created against the new customer ready for quoting.
You can email a Job to a Customer from within CRM. The email contains a special link the Customer can click, and then add comments to any Task in the Job. Great if you need feedback on quoted items or half completed Job Tasks.
Create your very own custom fields through out the system. eg: Store the customers favorite color or birthday, record an invoice purchase order # or external job ID. Custom fields are also made available within templates and emails.
Import and Export information from the system in CSV format. Preview import before it occurs. Import data into specified groups for easier sorting.
Security and permission options to control which users/customers have access to which features. Create, edit, delete and view. Limit staff to assigned jobs and more.
Customers can login to view their information and perform restricted actions. Multiple staff accounts. Control permissions & view login history.
Have lots of customers? Bookmark it to the main menu for quick access anywhere in the system.
Many templates through out the system. Email templates, invoice templates, thank you messages and more! We can customize it!
Have a list of Frequently Asked Questions display before a customer submits a support ticket. Group questions by product. Embed the FAQ listing in your own website.
Raise a Credit Note against an existing invoice. Send the Credit Note as a PDF to the Customer.
Add new Tasks to Jobs. Assign individual Tasks to staff members.
Fully functional email support tickets. Import mail via POP3/IMAP. Create ticket numbers. Autoreplies. Assign tickets to support staff members. Reply via email or web.
Using industry standard RSA/AES technology you can encrypt and decrypt sensitive data. With client side cryptography the sensitive data never even leaves your computer.
Convert invoices into PDF documents. Email PDF Invoice to your customer straight from the system. Full control over invoice template layout. Send PDF invoices marked as “overdue” or “paid” as well.
A great easy to use Calendar for organising your business. Similar to Google Calendar. Create events, assign Customers and Staff members.