Business management tools for every need
Calendar
Have all the things of your company projects, tasks, events, upcoming invoices, estimates, reminders at one place in calendar to not to miss anything.
Client Panel
Get a separate panel for your clients to login and connect to your company. Each client has their own portal where they can keep track of their data.
Clients Management
Manage your clients and their contacts easily, create multiple contacts for your clients and set proper permissions.
Cloud Storage
Store your company data in secure cloud storage to get them anywhere anytime. Limit your data size to prevent your cloud storage uploading large files by your employees.
Contract Management
Convert contract in PDF format and send to specific person. Use contracts to lock in current and future sales. Create contracts for your clients as well as for your company workers.
Credit Notes
Record credit notes in your accounts for a particular amount that was returned to the client for a paid (or partially paid) invoice.
Custom Fields
You can add custom fields to many features like tasks, invoices, payments, estimates, proposals etc. It helps you to customize features form according to you.
Database Backup
Download your CRM all data everywhere anytime. You can setup auto backup database each N days to prevent losing your important data.
Email Templates
Customize several impressive email templetes according to your need for several features and send them to your clients or your employees.
Estimates & Proposals
Create estimates and proposals within minutes. It has ability to auto convert the estimate to invoice when the client accepts. Negotiation is also allowed by commenting on proposals.
Expense Management
manage your company expenses. You can set up a recurring expense in terms of days, weeks, months or years.
Generate Reports
Generate reports for everything and have a clear view of your business. Keep track of income vs expenses and lead conversations.
Goal Tracking
Set your goals by goal tracking feature to keep remember sales goals. It notifies about the failure or success of a goal.
Invoice Management
Build professional GST enabled invoices with file attachments and send directly to your clients. Keep a track of sent invoice status all at one place.
Knowledgebase
Create knowledge base article for your clients or employees to understand your company very specifically. Knowledge Base can be used as a support system of your business.
Lead Management
Every business, big or small, depends on leads. For businesses to grow, you have to convert leads to loyal customers. Auto import lead from web form or email.
Mailbox
Easily Send, receive, draft and manage your emails directly from Befitcrm CRM mailbox feature. File attachment feature is also available.
Mention
Mention any employee or client by mention feature and inform them about anything. Commenting feature is also available in mention feature.
Messaging
Fast messaging feature to communicate with your employees or your clients. Create groups as your requirements. Can send message from every page of your CRM.
Payment Integration
Automatically receive or manually record payments of your clients. Auto generate payment PDF and send to your clients.
Project Management
Create, manage and track your projects with the powerful Project management Feature. Track time spent on tasks and bill your clients.
Proposal Management
Create and send awesome proposals and impress your potentials clients. Customize proposal email template according to your need.
Recurring Billing
Create recurring billing that will be re-created automatically without you lifting a finger, based on the specified period of time for the recurring invoice. The period time could be days, weeks, months or years.
Subscriptions
Bill your clients in a more faster way via our Stripe subscription feature. Just create subscription and send to your clients. Manage subscription monthly or yearly.
Support Ticket
Befitcrm has a support system that helps you to track and resolve issues of your clients or employees very quickly. You can add predefined replies to support panel.
Survey Automation
Create surveys with one click. Send to employees, leads, clients or manually created mail lists. Increase client retention via built-in Surveys.
Task Management
Assign task to multiple employees, add task followers, attach files, task comments and more with recurring task options.
TO DOs
Every employee can have their own personal todo dashboard which will allow your employees to easily organize their work.
WhatsApp Chat
Befitcrm allows you to be in connect with your clients or employees by WhatsApp feature. You can open whatsapp from any page of Befitcrm.
Zoom Meeting Manager
Befitcrm has introduced its clients to a new way of run business by video meetings. Now communicate with your clients and employees by Zoom Meeting.