FEATURES AND BENEFITS
Discover the exceptional features of TwigaCRM that elevate your business to new heights.
Project Management Excellence
Effortlessly manage and invoice projects with our robust project management tool. Keep a keen eye on expenses and task durations while billing clients seamlessly. Assign multiple staff members to tasks and monitor time logged by each project member.
Effortless Invoice Creation
Craft professional and visually appealing invoices in just one click. Attach files and send them directly to your clients, complete with the invoice PDF. Apply different taxes based on items and set up recurring invoices that regenerate automatically according to your predefined schedule.
Swift Estimates Creation
Generate estimates within a minute, send them to your customers, and await their acceptance. Automatically convert accepted estimates into invoices. Allow customers to view and take action on estimates without the need to log in.
Striking Proposals
Impress potential clients with visually captivating proposals. Utilize the powerful editor to include images, tables, and YouTube videos. Enable proposal comments for further discussions with clients.
Leads Management Simplified
Efficiently track leads and monitor their progress with the simple Kanban board. Attach files, convert leads to customers, auto-import leads from emails, create proposals, and leave notes.
Expense Record Keeping
Record company expenses effortlessly. Establish recurring expenses that automatically generate after a specified period, be it days, weeks, months, or years. Choose whether to make expenses billable to customers or projects.
Seamless Payments Recording
Record and receive payments in various currencies. Enable customers to pay via Paypal and Stripe, with auto-generated PDFs after each recorded payment.
Superior Support System
Benefit from a robust support ticket system with auto-response, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, knowledge base links, ticket priorities, and statuses.
Knowledge Base for All
Create a comprehensive knowledge base with articles from a text editor. Encourage customer feedback with the "Did you find this article useful?" voting feature in the client area.
Built-In Staff Task Management
Assign tasks to multiple employees, add task followers, allow task comments, and attach relevant documents.
Efficient Contract Management
Use the contracts feature to solidify current and future sales. Create PDF documents swiftly and send them to customers using the built-in sending contracts feature. Set up customer reminders before contract expiry.
Surveys for Insightful Feedback
Create surveys to gain valuable insights and enhance company productivity. Send surveys to leads, customers, staff members, and manually created mail lists.
Comprehensive Calendar
Gain a clear view of all company events, invoice expiry dates, contract expirations, estimate expirations, and task finish dates.
Company Newsfeed
Share noteworthy company events, upload documents, and facilitate easy communication among employees.
Goal Tracking Excellence
Set up and track goals, notifying staff members of achievements or failures. Monitor everything seamlessly.
Customization with Additional Fields
Tailor TwigaCRM to your needs with custom fields for essential features, such as adding custom fields to PDF invoices and estimates.
Insightful Reports
Access simple reports for a quick overview, including sales item reports, total income reports, reports by customer, custom date picker reports, leads conversions, and knowledge base articles.
Survey Reports for In-Depth Analysis
Generate powerful survey reports for a deeper understanding.
Introducing TwigaCRM
Experience the enhanced features of TwigaCRM and discover a new level of efficiency. Interested in a demo? Contact us today.
