Customer Relationship and Retention Management CRM Software

Customer Relationship and Retention Management CRM Software

OneSoft CRM is a powerful Customer Management Software application for companies, freelancers and other users. It provides a wide range of customer relationship and project management capabilities all in self-hosted form. OneSoft CRM is the cheap CRM system that offers client management, having more than 21000 customers and still enjoying a high 5-star rate with countless reviews praising outstanding customer Support. Fully-responsive and built with mobile or tablet devices in mind, this CRM offers plenty of ways to make the system fit your needs specifically.

Key Features

• Customer Management in Customer Relationship Management Software 
  • Manage Customers and Their Contacts: OneSoft is a Client Management CRM that keeps customer management easy. You can easily maintain your customers' data, create multiple contact persons for each customer, and assign users to view respective customers. Integrated with tools like Lead & Call Center Solution software, it ensures efficient communication and lead handling. All customers benefit from a dedicated client portal in which all of their financial data is processed, resulting in increased transparency and customer satisfaction.
  • Leads Management: Track future prospects and manage them seamlessly through OneSoftCRM. From auto-importing leads from your emails, to adding notes and creating proposals and organizing your leads in different stages, you can perform the same very easily using a super simple drag-and-drop interface. This makes great sense because it guarantees that no client ever gets missed and all leads are handled effectively.
  • Web to Lead Forms: Use as many web-to-lead forms, and then integrate them with your landing pages or website. This feature is further extended to extract details from prospects visiting your website and auto-populate it into OneSoft CRM for further contact / management.
  • Custom Fields: Enrich the information for your customers, leads, tickets and tags, as well invoices and estimates with the new Custom Fields feature. This will enable you to tailor your CRM to record and utilize the data that is most important in a way that supports the operational practices of your business.
• Project & Task Management
  • Projects: Customer Management Software CRM has a complete Project Management system that will help you in project management, tracking hours of each staff member working on a task, as well recording all the expenses for your projects and billing your clients quickly. Includes a professional Gantt Chart to help visualize project timelines and staff assignments.
  • Milestones: Set and control milestones with significant stages of your project, so to measure time and work progress among these main workflow steps. Drag and drop a task between milestones to keep your project in line.
  • Tasks: Assign tasks to more than one staff member, add task followers, enable comments and links (to other CRM records) in tasks. Repeating tasks: For all things that need to be repeated, you can create a task that repeats automatically — ensuring nothing gets forgotten.
  • Staff Tasks & Personal To-Do: Efficiently manage staff tasks in charity customer relationship management software by allocating them and monitoring status A feature that all staff members have is the ability to take personal to-dos inside the CRM so you can stay organized and on-task with your duties.
• Financial Management in Customer Retention Management Software​
  • Invoices: Send and Receive Invoices & Track ItemsGenerate pdf reports. OneSoft CRM also offers multi-currency transactions, multiple tax rates per line item (e.g. product vs. service) and recurring invoicing in your preferred currency for easy manageability with minimal input work stressors, etc! This can keep the financial management on point, accurate and to the right bottom line.
  • Estimates: Type out professional estimates in minutes, and directly from your phone to customers. At the time accepted plans can be easily converted invoices making the billing procedure very uniform. The system can also deliver reminders and maybe even notes to make sure estimates are never just sent into the ether.
  • Proposals: Get in the habit of creating sales proposals for prospects or clients that will help to grow your conversion based sales. To improve customer experience and gather more clients, make sure you track proposal acceptances/declines and schedule a thank you message upon approval.
  • Expenses & Recurring Expenses: Make fast recording of any company or project-related expenses, including creating new recurring expenses that will be automatically re-created at a set interval. This is a feature that makes tracking long-term costs easy and ensures nothing is left out.
  • Payments: Customer Retention Management Software​ offers a wide range of invoice and payment gateways like Paypal, Stripe, Mollie, Authorize. com, and others for you to receive payments in various currencies. Ultimately, this allows you to take control of international transactions and deliver the perfect payment experience for your customers.
• Customer Support
  • Customer Relationship Manager: Customer Retention Management Software​ integrated  client management ticket system offers a robust customer support solution with auto response, private notes, ticket assignments and ability to import tickets automatically using email forwarderIMAP. Customer Relationship Management Customer Service makes sure that all the enquiries of customers are taken care of instantly and in an order to enhance the customer satisfaction.
  • Departments: Auto-import tickets by department based on Email Addresses, Organize your staff into specific departments and auto-import the ticket in customer relationship manager. This feature reduces support costs and helps route tickets to the correct teams.
  • Surveys: Customer Relationship Management Customer Service Software uses the built-in survey feature to collect feedback from customers and keep them coming back again. It can serve as a platform for you to measure customer satisfaction and therefore brings some insights on what you need to work in order to improve the quality of your services.
• Reporting & Analytics
  • Reports: Customer Relationship Management Report System software is CRM that offers comprehensive reporting so you can create your sales, expenses, by customer transactions as well as the leads conversion reports. You get timesheets, you can read logs of what your team is doing and even have a custom made date-picker, to dig into details of how your business has been performing.
  • Goals Tracking: Establish Sales Goals and Monitor Progress via Your Customer Relationship Management Report CRM to Provide Clarity and Motivation for your Team. These targets are the goals and with Goals Tracking you get insight in how you progress to reach these goals so that you can stay on track.
• Customization & Flexibility
  • Theme Styling: Design your  Customer Relationship Management Software according to your company branding and this requires no coding expertise. With the powerful theme styling, it combines to make your CRM really look far more cohesive and professional.
  • Admin Menu Customization: Reorder menu based on your need with user-friendly UI of admin & setup menus. You can easily adjust the settings, add or remove icons in the CRM so that it becomes more intuitive and suits your way of working.
  • Email Templates: Prepare pre-built email layouts with customer relationship management email that merge fields and multi-language configuration. This feature eliminates breakdowns in communication as well as help you save time when sending routine correspondence.
  • Staff Roles & Permissions: Specify staff members roles and permissions with the option to override them as required. This allows employees to have the information and tools they need for their jobs, without giving up all control over relatively-benign data.
  • Custom CSS & Action Hooks: More experienced users may also customize the CRM to a broader extent by adding some custom CSS files, changing the styling or action hooks in order to modify functionalities. It also means that you can customize the CRM to better fit your company.
• Communication & Collaboration
  • Company News Feed: Drive internal communication, engagement, collaboration with employees by Company Newsfeed to share company events, upload documents or have discussions. This function is meant to keep everyone up-to-date and connected.
  • Announcements: You can also create announcements and share them with staff or customers to keep them in the loop and cut down on confusion when you make that important change. Announcements can target particular audiences to ensure that information gets in the hands of those it needs to.
  • Events: Have the ability to hold private or public events in the CRM and be reminded when an event is close. This can be accessed to keep note of choking important dates so that everyone involved is notified in time.
  • Calendar: OS CRM comes with a staff calendar that contains pending and upcoming employee tasks, events and other calendars by work force grade as well as calendars based on the approval rights of staff. One of the reasons for setting this up is to provide employees with a detailed calendar so they can practice effective time management and stay on track to TTB responsibilities.
• Security & Compliance
  • GDPR Compliance: With OneSoft CRM, you can use our toolset to maintain GDPR compliance and secure your business from potential legal issues, whilst preserving customer confidence.
  • Sensitive Data Encryption: It secures all of your sensitive data using its own proprietary encryption keys, this includes customer information, password, API keys, and other important bits of data.
  • Login Attempt Guard: Protect Unauthorized Logins, We have fortified our security to prevent anyone from logging into your CRM without proper authorization.
• Modules & Add-ons
  • Additional Modules: Extend Customer Management Software CRM by using many modules such as Inactivity Logout Master, Report Builder, Form Builder, Warranty Management and a few more. These modules add functionality and features to suit your unique business where you need it.
  • Flexibility: One such feature of OneSoft CRM is its flexibility: there are hundreds of features available to suit the specific needs of your company. To overwrite language text, to customize css files or to edit VIEW/HTML files without being impacted by updates: OneSoft CRM allows you to completely tailor the CRM to your business.

System Requirements

If you are running PHP CRM Software, ensure your server meets the following requirements:

• PHP >= 7.4
• MySQL 5.1+
• mod_rewrite Apache

Required Extensions in PHP CRM Software

• MySQLi
• PDO
• cURL
• OpenSSL
• MBString
• iconv
• IMAP (though GoDaddy is not an ideal email provider)
• GD
• Zip
• allow_url_fopen enabled

Why Choose OneSoft CRM as Your Customer Management Software?

• Advanced Coding Solutions: Leverage the latest coding methods for better performance and capabilities, making our Call Center and Lead Management Software an excellent choice for managing leads effectively.
• Errorless Services: Get Top-notch software solutions with error-free coding.
• Technical Assistance: Get the help you need to solve problems or ask questions.
• Easy Customization: Make your software relevant to the way you work.
• Data Entry & Facilitating Team: Benefit from seamless integration and operational support.
• Advanced Security Protocols: Keep your data secure with robust security measures.
• User-Friendly Interfaces: Enjoy easy-to-navigate software with a friendly experience.
• Training Programs: Users and technicians configure, test design elements of their software with full Training Program access to unlock the power in your software.
• Scalable Solutions: Utilize software that scales with you as your business grows.