MANAGE CUSTOMERS, INVOICES AND PROJECTS

• Manage clients and projects
• Build professional proposal and
  automate invoices
• Powerful email ticketing system
  with pre-defined replies

MANAGE CUSTOMERS, INVOICES AND PROJECTS

• Build professional proposal and automate invoices
• Manage clients and projects
• Powerful email ticketing system with pre-defined replies

Customer Relationship & Project Management System Features

STEP 1 : VIEW OUR DEMO VIDEO

STEP 2 : LOGIN TO OUR LIVE DEMO

Email: tech@conversion-hub.com

Password: admin

Email: staff@conversion-hub.com

Password: staff

Email: client@conversion-hub.com

Password: client

STEP 3 : EXPLORE ALL OUR FEATURES

FAQ

Can you do customization?
Yes we offer customization for a separate fee. For budgeting, customization request start off from $5,000 onwards.


Why is there an annual fee?
Our sales CRM software is sold as a SaaS product. Similar to Office 365, you pay a small annual fee to get the full features of our power packed sales CRM software. The fees goes towards the license cost, the hosting, the technical support and upgrades. Most clients find it considerably cheaper to deploy a SaaS based sales CRM and have technical support for the entire duration with us.


I have question, where should i ask?
If you have any general questions dont hesitate to contact us on sales@conversion-hub.com for support questions you can open support ticket at https://conversion-hub.com/clients/submitticket.php


What are the server requirements?

  • PHP 5.5+ – Recommended php version 7.0
  • MYSQL 5.1+
  • mod_rewrite Apache
  • iconv Extension
  • MBString Extension
  • GD Extension
  • IMAP Extension
  • MYSQLi Extension
  • PDO Extension
  • OpenSSL Extension
  • Zip Extension
  • CURL Extension


What is non staff member?

Non staff member is feature in our Sales CRM which allows you to have member like contractor worker to work on projects.
Some area of the CRM is disabled for non staff members.

Here is a list of the disabled features for non staff member.

1.   Announcements
2.   Newsfeed wall
3.   Leads
4.   Support – Default is NO you can adjust this for your needs at Setup->Settings->Tickets
5.   Public Calendar Events
6.   Google Calendar Events
7.   Goals.

You can add if you want other Permissions to this staff member like Invoice [VIEW] permission and this staff member will be able to access.

If you need to set user as non staff member navigate to Setup->Staff open the user and check the checkbox field Not Staff Member

Ready to start?

Need Help? Contact us below today!