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Client Management System

Deliver exceptional with our Client Management System

Explore our proposition for complete Client and Client Work Management

Here at PROJEXIS we are keen to exploit new opportunities and become trend setters in a stagnant operating area. This is why we are launching our unique and market leading Client Management System for Small Business. We’ve looked at how SME businesses operate within their organisations and noticed that whilst there are a number of CRM solutions out there, there are none that cover all elements of Client Relationship, Work (Project) Delivery and relevant financial/expense tracking.

We’ve created a packaged CMS solution for the SME Market, which enables your business to select the most important features of service – and leave out the rest.  It’s completely bespoke to YOU and gives you all the information and tools at your fingertips to create something magical in your Business Operations.

 

A fully customisable CMS for £99 a month!

Our Small Business Edition CMS costs from just £99 per month and includes 5 users, unlimited clients, unlimited projects/works and is provided with all features as standard. No need to pay to unlock extra services.

Explore our Client Management System

Calendar

Have a clear view of all your company events, upcoming invoice payments, contacts expiration, estimate expiration, task finish dates and reminders. You'll never miss anything from the calendar.

Customers Area

The customer area is fully separated from the admin area. Each customer has their own portal where they can keep track of information you enable, including project status, invoicing and proposals.

Projects

Manage and invoice your Projects using the powerful Project Management feature. Track time spent on tasks and bill your customers. Ability to assign multiple team members to tasks and track their time. Agile view and the ability to auto generate Gantt charts using milestones and task delivery dates.

Estimates

Create estimates easily, and send via email to your customers for them to accept online. You can automatically convert the estimate to an invoice once the customer accepts. Your customers can view, comment and request amendments without the need to log in using a secure and unique link.

Expenses

Create recurring expenses, or apply agreed expenses to your projects or customers directly. You can choose whether these expenses are billable to your customer.

Invoicing

Build professional looking invoices, attach files and send directly to your customers as an attached PDF. You can create recurring invoices. These integrate with a number of payment services so your customers can view and pay online.

Payments

Record and receive payments in currencies of your choice, with automated generated PDF payments emailed to your customer.

Proposals

Create professional looking proposals for your customers and potentials. Include images, tables, items, videos with the integrated editor. Customers can add comments to the proposal and accept/decline online.

Reports

Generate reports and have a clear view of everything. Keep track of income vs expenses.

Support System

Integrated support system enables you to track and resolve issues quickly. These can be within various areas of the system including Projects.

Tasks

Assign tasks to multiple team members, add followers and attache files. Comments can be made on your task. These can be related to many areas of the system including Projects.

Personal To-Do List

Each team member has their own personal to-do items board to help increase productivity. Easily change the status of these using the drag and drop feature.

A fully customisable CMS for £99 a month!

Our Small Business Edition CMS costs from just £99 per month and includes 5 users, unlimited clients, unlimited projects/works and is provided with all features as standard. No need to pay to unlock extra services.

To set up a personal demonstration, or to discuss pricing and setup - please click here to contact us or use our Live Chat Service