RIBS CRM software is complete Customer Relationship Management software that is a great fit for almost any company.

Customer Relationship Management Software (RIBS CRM Software). With its clean and modern design, RIBS CRM can help you look more professional to your customers and help improve business performance at the same time.

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RIBS CRM Features & Benefits

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.


Invoices:
RIBS 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 re-created automatically without you lifting a finger, based on the specified period for the recurring invoice. The period time could be days, weeks, months or years.


Recurring Expenses:
Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-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 send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.


Online Payments:
Receive payments from Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree, we have implemented payment gateways that are available in most of the countries.


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:
Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones


Leads:
Leads or potential clients are really important website part to any company. Every company trying every day to get new leads. Very offen happened some potential client to call and ask for specific service that you company serve and then sometimes this is forgotten. With RIBS CRM you will never forget your potential clients and you will be able to manage all of them in one place


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 RIBS CRM from form. Use web to lead forms to gather potential clients information, allow them to request 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 won’t need any more to search in your desk documents. Create PDF contracts and send to your customers from RIBS CRM. Contract overdue reminders available.


Tickets:
Great support ticket system with auto response, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accessing the client portal.


Departments:
Assign your staff to specific departments and ability to auto import tickets by department email.


Custom Fields:
Custom fields can store extra information for customers, leads, tickets, invoices, company, estimates and more.


Staff Reminders:
Setup staff reminders for staff member with ability to notify by email and built-in. Reminders are available for important features.


Theme Styling without coding:
Style the CRM to your company branding with the powerful theme styling feature. To fit best for your needs create custom.css and add your own styles.


Events:
Create private or public events. Receive notification when an event is coming built-in and email.


Easily re-organize admin menu:
You can re-organize admin main menu and the setup menu from in few seconds, you need only to login in your admin area. No coding is required. Add/Remove icons to fit for your needs.


Email Templates:
Setup predefined email templates from text editor. Merge fields available and multi-language options available.


Staff Roles & Permissions:
You can give staff a specific permission what can do or can’t do. Role permissions can be override for each staff.

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Please feel free to contact us for further information or Visit our website www.ribstechnologies.com.



RIBS Business Activities: Strategy & Consulting | Website Design | Web Development | E-Commerce Development | Digital Marketing & Advertising | Search Engine Optimisation | Mobile App Development | Corporate Branding & Design | Business Email Solutions | Maintenance & Support Services | IT Solutions & Services.

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