Features

A single system to handle all aspect of your business

Pack CRM includes all the features you may need to properly run your business


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Leads & Clients

Manage your Leads and clients in a single place, PackCRM will allow you to manage your sales process and to communicate in a professional manner with your client.

  • 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.
  • Client Management
    Assign clients with company, Easier communication, End to end private messaging, Quotation tracking etc.


Finance

Everything in PackCRM—Automate billing and revenue recognition to streamline the contract-to-cash cycle. 

  • Estimates
    Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.
  • Invoices
    Simple and professional invoices with ability to download them as a PDF.
  • Payments
    Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.
  • Expenses
    Automate expense management processes while ensuring control.

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Project, Task & Collaboration

Managing client’s project was never so easy and organized

  • Quickly discuss project matters with associated staffs in project wall
  • Separate file management system for each project
  • Management of project tasks
  • Report bugs/issues interactively
  • Keep track of expended time on a project
  • Ability to take payments with milestones
  • Keep track of project expenses

File Sharing
Need to share a document or prototype with your team? Upload it to your Project and keep everything easily accessible. AWS S3, FTP and Dropbox supported 

Messaging
Start a conversation with anyone in private from within PackCRM and get real time notification on new messages.


Support & Tickets

Ability for clients to send support tickets

Categorize tickets according to priority

Ability to assign tickets to staffs

Get feedback through continuous communication

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Employee management & Collaboration

PackCRM ensures features which will keep you updated and help you to connect with your team in a better way.

  • Team management
    Set up access permissions, Assign tasks to a group, Set custom roles to team members
  • Private Messaging System
    Real time message sections helps team members to discuss quickly with eachother.
  • Attendance & Timesheet
    Attendance module allows employees to clock-in and clock-out right from their dashboard. Admin can track the attendance of the team.
  • Leaves
    Employees can apply for multiple leaves from their panel. Admin can approve/reject the leave applications.
  • Documents
    Store all employee documents in a single place


Reports

Reports section to analyse what's working and what's not for your business.

  • Income vs Expense Report :
    Report shows how much you earned and how much you spent.

  • Tickets Report
    A report to show Open vs Closed tickets.

  • Task Report
    Report to track completed vs pending tasks.

and much more..

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Responsive

Your website works on any device: desktop, tablet or mobile.

Customizable

You can easily read, edit, and write your own code, or change everything.

UI Elements

There is a bunch of useful and necessary elements for developing your website.

Clean Code

You can find our code well organized, commented and readable.

Documented

As you can see in the source code, we provided a comprehensive documentation.

Free Updates

When you purchase this template, you'll freely receive future updates.

Affordable Pricing


Try any of our packages now 30 Days for free!

Pick your plan

  • Max Employees
  • Clients
  • Employees
  • Projects
  • Attendance
  • Tasks
  • Estimates
  • Invoices
  • Payments
  • Time Logs
  • Tickets
  • Events
  • Messages
  • Notices
  • Leaves
  • Leads
  • Holidays
  • Products
  • Expenses
  • Contracts
Starter
$50.00

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$100.00

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Larger
$500.00

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Address

11098 Biscayne Blvd, Miami, Florida 33161 USA


Phone

+91 1234567890


Email

support@packcrm.com