All-In-One CRM Solution for Small Businesses
The Ultimate CRM for IT Consultancy Businesses
Leading CRM solution for small businesses. Boost productivity with our all-in-one CRM solution.
Customers
Projects
Tasks
Leads
Sales
Proposals
contracts
Outrun your possibilities for the better with our all-in-one CRM application designed for all your devices and needs.
All the business CRM tools, in one easy to use app
CLIENT MANAGEMENT
Nurture Connections, Excel in Relationships.
PROJECT MANAGEMENT
Your Projects, Our Expertise, Seamless Success.
TASKS MANAGEMENT
Empower Your Productivity, One Task at a Time.
LEADS MANAGEMENT
Streamline, convert, and grow with our powerful lead management solution.
INVOICE MANAGEMENT
Effortlessly generate professional invoice proposals with our innovative platform.
PAYMENT MANAGEMENT
Payment captures that redefine transaction convenience and security.
ESTIMATE MANAGEMENT
Accurate Estimates, Stronger Relationships.
PRODUCT MANAGEMENT
Elevate Your Products, Amplify Your Impact.
EXPENSES MANAGEMENT
Effortless Expense Tracking, Financial Clarity.
TEAM MANAGEMENT
Unleash Team Potential, Fuel Your Success.
PROPOSALS MANAGEMENT
Win More Deals with Winning Proposals
CONTRACTS MANAGEMENT
Seal the Deal, Secure Your Success.
CRM FOR CLIENT MANAGEMENT
Nurture Connections, Excel in Relationships
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Client Engagement Tracking: Monitor client interactions, engagements, and preferences to build and nurture strong and long-lasting relationships.
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Project History Overview: Access a comprehensive overview of client project history, allowing IT consultants to provide more personalized and informed service.
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Proactive Communication: Utilize automated reminders and notifications for proactive communication with clients, ensuring timely updates and support.
PROJECT MANAGEMENT
Your IT Solutions, Our Expertise, Seamless Success
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Task and Resource Allocation: Efficiently allocate tasks and resources for IT projects, ensuring optimal team collaboration and project success.
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Real-time Progress Tracking: Monitor project progress in real-time, allowing IT consultants to identify potential issues early and make data-driven decisions.
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Integrated Collaboration Tools: Provide a centralized platform with integrated collaboration tools, enabling seamless communication and document sharing among team members.
PROJECT MANAGEMENT
Your IT Solutions, Our Expertise, Seamless Success
-
Task and Resource Allocation: Efficiently allocate tasks and resources for IT projects, ensuring optimal team collaboration and project success.
-
Real-time Progress Tracking: Monitor project progress in real-time, allowing IT consultants to identify potential issues early and make data-driven decisions.
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Integrated Collaboration Tools: Provide a centralized platform with integrated collaboration tools, enabling seamless communication and document sharing among team members.
SUPPORT TICKET SYSTEM
Resolve Issues Swiftly, Delight Clients
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Efficient Ticket Handling: Streamline IT support with a ticket system, allowing consultants to prioritize and resolve client issues efficiently.
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Client Communication Log: Maintain a detailed log of client communications within the ticket system, ensuring a transparent and well-documented support process.
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Performance Metrics: Analyze support ticket data to identify trends, areas for improvement, and opportunities to enhance overall IT service delivery.
Benefits of Our Solutions:
Client Communication:
- Integrated Communication Channels: Centralize client communication within the CRM, including emails, messages, and updates, for easy reference.
- Client Interaction Tracking: Maintain a detailed log of client interactions, ensuring a comprehensive understanding of client needs and preferences.
Lead and Opportunity Management:
- Lead Tracking: Capture and manage leads seamlessly, tracking their journey from prospect to client.
- Opportunity Pipelines: Visualize and manage sales opportunities with customizable pipelines, ensuring effective lead conversion.
Financial Management:
- Automated Invoicing: Generate and send invoices automatically, streamlining financial transactions.
- Expense Tracking: Monitor and manage project-related expenses, ensuring accurate financial reporting.
- Revenue Analytics: Access real-time revenue analytics to track project profitability and overall financial health.
IT-Specific Functionality:
- Ticket Management: Integrate a ticketing system to efficiently manage client support requests and IT-related issues.
- Knowledge Base: Build a comprehensive knowledge base within the CRM, providing a centralized resource for IT consultants to access information.
Analytics and Reporting:
- Custom Reporting: Create and customize reports to analyze project performance, client satisfaction, and financial metrics.
- Data Visualization: Utilize charts and graphs for visually appealing representation of data, facilitating data-driven decision-making.
Automation and Workflow Management:
- Automation Rules: Set up automation rules for repetitive tasks, such as sending notifications, follow-up emails, and task assignments.
- Workflow Optimization: Streamline workflows by automating processes, reducing manual effort and increasing efficiency.
Data Security and Compliance:
- Advanced Security Features: Implement advanced security measures, including encryption and access controls, to protect sensitive client and project data.
- Compliance Management: Ensure compliance with industry regulations and standards for data protection.
Trusted by users worldwide
“The CRM for Business app from Tech Web Canada perfectly aligns with our business needs for client management. It has significantly streamlined our processes and enhanced our efficiency.”
Tech Web Canada
All-in-One digital company
“PLI Canada’s software has revolutionized client and project management for our immigration consultancy. The user-friendly interface makes it easy to navigate, allowing us to operate with increased speed and efficiency.”
PLI Canada
Canadian Immigration Consultant
“Our choice for project management, CRM for Business by Seebu Solution, has proven to be a fantastic and user-friendly application. It has greatly contributed to the effectiveness of our project management processes.”
Seebu Solution
IT Company
CRM for Business used and trusted used by ompanies
