Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view. Set customer reminders Never forget anything about your customers.
Polaris CRM allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item.
Create recurring invoices that will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.
Creating recurring expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months or years
Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.
Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto sent thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.
We have fully integrated payment system in the face of PayPal and Stripe. This gives you the power to receive payments from everywhere around the world, anytime no matter the currency.
Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.
Using Polaris CRM, you can note the milestones on the road of the development of your project. This will bring more confidence and control over the execution of the project and will minimize the risk of unexpected delays, bad performance and unpleasant payments of penalties. It is always better to identify problems early in the project and resolve them. Otherwise, the whole project is treated to fail. As a typical project management software, the system can define multiple tasks between the milestones. This is another step further on the way of controlling your projects in a new and better way.
Leads or potential clients are really important part to any company. Every company trying everyday to get new leads. Very offen happend some potential client to call and ask for specific service that you company serve and then sometimes this is fogotten. With Polaris CRM you will never forget your potential clients and you will be able to manage all of them in one place. Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.. Ability to auto import leads from emails and import leads from .CSV file included.
Create unlimited web to lead forms and inject in your landing page or website. This feature allows you to import leads into Polaris CRM from form. Use web to lead forms to gather potential clients informations, allow them to requests quotes directly from your website.
You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place. You wont need anymore to search in your desk documents. Create PDF contracts and send to your customers from Polaris CRM. Contract overdue reminders available.
Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.
Group your employees based on the different departments they are working in and classify the tasks on this base. This way you will improve the coordination and quality of the work, because everyone will do the job for which is qualified. Create reports of the effort spent by each department or project. Find the best rhythm for every team. Polaris CRM is offering all of these in one single integrated system.
Very often in the practice people realise that the fixed fields provided by the CRM systems used to describe customer or contact are insufficient. This lead to incompleteness in the data we have and may cause a serious impact if we are in the middle of important negotiations with these people. In fact this can bring the difference in the process of converting a lead to real projects. Polaris CRM is designed with this in mind, so our system offer to it’s customers the ability to create new custom fields. In this way one can keep all the important information in structural way and take advantage in the process negotiations, advertising, and marketing. For example, such fields can hold information about invoices, forecasts, clients, notes, different tasks and every chunk of data that is important for your organisation.
There are different types of reminders intended to help your employees. They can vary a lot. For example, you can try to integrate new internal processes and procedures or you can have reminders about deadlines, projects, calls, etc. This brings you one step closer in the process of executing your long-term goals. Polaris CRM gives you the flexibility to create a different kind of reminders and then will automatically notify you by email. This feature is one of those things that work for you.
With Polaris CRM you can easily create internal or public events. After the event is created you can receive notifications and reminders about it on the platform or by email. Be always informed and the results will come fast.
Create realistic goals for you or your team and then watch their progress and execution. Polaris CRM provides you а specialized module where you can take an eye on your sales, strategic goals and plans and keep them under control.