CRM & Project Management Systems

Clients Relation Management

When it comes to customer service and support, CRM systems are an effective tool to keep businesses organized and their customers happy. Nowadays, businesses can engage with their customers anywhere, anytime, and from any devices instead of just making them wait “on hold” over the phone.

Demo CRM

Our CRM integration Plugin is Fully integrated with WordPress Users and activities, WooCommerce, Facebook Pixel, Google Analytics, Quickbook and all payments gateway. Also, you can use this CRM as an eCommerce that handle invoicing and transaction in one place. No coding is required.

Custmize your system

Canada Webmaster CRM has created customer service tools with a variety of features and functions with help of our highly experienced developers to help businesses increase productivity and create more personal connections with their customers.

  • Easy and intuitive tool.
  • Customize to fit your sales workflow.
  • See at a glance where things stand.
  • No monthly payments and free lifetime update.
  • SMS Gateway.
  • Custom Lead forms
  • Unlimited users and projects
  • Add Products and sales through the CRM
  • Many More…

Project Management Tool

Manage and invoice projects with the powerful project management feature.
Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by appointed project members.

Create Proposals

Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.

Record Payments

Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.

Built In Staff Tasks

Assign task to multiple employees, add task followers, task comments allowed, task attachments.

Goals Tracking

Setup goals and track achievements. Notify staff members about failure or achievement. Tracking everything.

One Click Invoice Creation

Build professional and outstanding-looking invoices. Attach files and send them directly to your clients, including the invoice PDF with different taxes based on item. Create recurring invoices that will be regenerated automatically based on your setup for the regular invoice.

Leads Management

With the simple Kan Ban you can keep track of leads and easily follow their progress. Attach files, convert the lead to customer, auto import leads from email or webform, leave notes, leads value and more.

Awesome Support System

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

Manage Contracts

Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers.

Custom Fields

Available Custom fields for most of the important features. You can add custom fields to PDF invoices, estimates etc...

Create Estimates

Create an estimate within a minute. Sent to your customers and wait to accept. Ability to auto converts the estimate to invoice after the customer receives it. You customers can view and make actions the forecast even without login or through the user portal.

Record Expenses

Record company expenses. Set up recurring expenses, which will automatically be created after the specified period. The period time could be days, weeks, months or years, the ability to set the costs billable to customers.

Knowledge Base

Add knowledge base articles from a text editor. “Did you find this article useful?” vote included in clients area. This can be added for users and staff members.

Detailed Calendar

Have a clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date.

Reports

Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions

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Clients Relation Specialist

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