Ultimate Client Manager – CRM – Pro Edition
As a comprehensive CRM system, Ultimate Client Manager (UCM) makes client relations management easier for small businesses and freelancers. It contains many useful features that some of the best CRM systems on the market today use. This application can be hosted on your site or on your own server.
The developers have designed this plugin to be a fully function CRM solution. Keep track of all the information needed to manage your small business in one centralized location. Let clients login to see their how their jobs are progressing and view invoices. Manage leads, customers, jobs and invoices all within a single application.
Add custom data to build your own forms and tables without having to do any coding. Simply store data and allow access by your team members or customers. It’s handy for storing additional information on customers and project.
Safety features are built in to this plugin to keep data from being compromised. CRM systems contain sensitive data and encryption is one of the main defenses against leaking customer details. Ultimate Client Manager makes sure that decrypted text is not shared with the server.
Features:
- Customer management
- Leads, Clients, Jobs and Invoices
- Create custom data
- Encrypted fields for security
- Email support tickets
- Subscription billing
- Paypal statements
- Open source
- PDF invoices
- Pin plugin
- Customer portal
- Comprehensive documentation
- Calander
- Change request
- Layout options
- Project discussions
- User accounts
- Team member accounts
- Translation ready
- Lots of add-ons
Email support tickets are available to provide customers with first rate care. Tickets are created within UCM. Automated receipt messages can be generated and staff reply can be sent from UCM or from email. There is also a history of all ticket emails kept for later review. Allow clients the option to subscribe. Subscription billing automates things so all you have to do is the initial client setup. Customers will receive automatic invoices and overdue notices if necessary.
Web Developers can insert request changes by inserting code into a client’s site. This will go through Ultimate Client Manager and bill the client directly. There are many more features this comprehensive plugin has to offer that makes CRM and business run smoothly.
