Customer Relationship Management
Best For You
CRM for your Business Conversion
Ensivo CRM is a Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, Ensivo CRM can help you look more professional to your customers and help improve business performance at the same time.
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Features
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Our Features
Estimates
Create an estimate within a minute, sent it 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 accepts.
Customers
Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Clients have their own client portal with all financial data from your company presented in clear view.
Reporting & Analysis
Reports
Sales
Expenses Report
Reports by customer
Leads Conversions
Knowledge base articles
Invoices
CRM allows you to keep track of your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. The invoice with a different tax based on item.
Leads
Leads or potential clients are a really important part of any company. Every company trying every day to get new leads. With Ensivo CRM you will never forget your potential clients and you will be able to manage all of them in one place.
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