Polaris CRM

Polaris CRM is a complete customer relationship management system which makes it a great choice for each company, organization or professional freelancer. With its simple, clean and modern design the system will help you in the difficult task of organizing and managing your company customer relationships in the following ways:
Invoice

Manage and invoice projects with the powerful Project Management Feature.

Time tracking

Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.

Expenses

Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.

Announcements

Create announcements for your staff members and customers.

Tasks

Link tasks to many Polaris CRM features and stay organized.

Task followers

Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.

Customers

Know more about your customers with powerful CRM.

Contracts

Use Contracts feature to lock in current and future sales.

Calendar

Great looking calendar for each staff member based on staff permissions.

Documents generation

Build professional, great looking estimates and invoices.

Leads tracking

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.

Customer retention

Increase customer retention via built-in Surveys.

Custom fields

Custom fields can store extra information for customers, leads and more.

Others

Follow ups, reports, notes, files and many more features

Support system

Powerful support system with ability to auto import tickets.

Proposals

Create good looking proposals for leads or customers and increase sales.

Goals Tracking

Use the Goals Tracking feature to keep sales goals in mind.

Payments

Receive payments from Paypal and Stripe in different currencies.

CRMs need to focus on customers and Polaris CRM does that with a powerful support system that helps you track and resolve issues quickly via the integrated ticket system and customer reminders. Assign reminders to yourself, one or many staff members and with one click, reminders can be sent to email and in-app notification system. These features and more can take customer satisfaction to the next level.
Polaris CRM has many features designed to fit many applications.

Customers

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.

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Invoices

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.

Recurring Invoices

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.

Recurring Expenses

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

Estimates

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.

Proposals

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.

Online Payments

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.

Projects

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.

Milestones

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

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.

Web to Lead Forms

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.

Contracts

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.

Tickets

Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.

Departments

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.

Custom Fields

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.

Staff Reminders

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.

Events

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.

Goals Tracking

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.

If you need more information about the product, don’t hesitate to contact us!
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