Manage your company like top level tech companies does.
Key Features
01. Freelancers
As a freelancer, managing client relationships efficiently is essential for sustaining and expanding your business.
Fooltu CRM provides a centralized platform to organize client information, effective communication, and streamline workflows, enabling freelancers to deliver exceptional service while maximizing productivity.
- Tracking project tasks, milestone, deadlines, and progress.
- Creating estimates and proposals to pitch services to clients.
- Managing leads convert them into paying customers.
- Sends professional invoices while tracking payment status.
- Handle client inquiries and support tickets.
- Tracking billable hours accurately for fair invoicing.
- Integrated with 3-rd party tools to enhance productivity.
Key Features
02. Startups
Fooltu CRM system is indispensable for service-based startups, particularly in IT services, as it helps to manage all the project requirement and all the documents in one place.
It aids in lead tracking, and conversion by organizing leads and monitoring their progress through the sales pipeline.
- Manage onboarding workflows for smooth client transitions.
- Categorize clients based on industry, size, or revenue.
- Seamlessly integrate with email communications.
- Store project-related documents and files for easy access.
- Assign tasks to team members, set deadlines, and monitor task completion.
- Maintain a knowledge base of FAQs and troubleshooting guides.
- Schedule and track meetings with clients through calendar integration.
Key Features
03. Agencies
Fooltu CRM streamlines agency and enterprise operations, offering features like project tracking, invoicing, and communication tools.
These functionalities enhance collaboration, optimize resource usage, and centralize client management.
- Monitor project progress, assign tasks, and set milestones.
- Create detailed project estimates and proposals for client review.
- Set project deadlines, receive notifications, and track milestone achievements.
- Create, assign, and prioritize tasks for individuals or teams.
- Generate custom reports based on project performance.
- Manage project-related documents with version control.
- Automate billing processes based on project milestones or hours worked.
Key Features
04. Projects
Footu CRM comesing with the project management feature serving as a client-based CRM including project roadmap & project sprint.
That epowers businesses to efficiently manage client relationships while overseeing project execution seamlessly.
- Automated workflows for task assignment and notifications.
- Collaboration spaces for sharing documents and designs.
- Feedback collection tools for client collaboration and input.
- Comprehensive client profiles with historical data and preferences.
- Real-time chat and messaging for instant communication.
- Efficient project planning and scheduling with Gantt charts and task assignment.
Key Features
05. Accounting
Integrated accounting and bookkeeping features into a Fooltu CRM system offer businesses a comprehensive solution to seamlessly manage client relationships and financial transactions.
- Create and send invoices directly from the CRM system
- Track invoice status and payment history in one place.
- Link expenses to specific clients or projects for accurate cost allocation.
- Generate financial reports such as profit and loss statements and balance sheets.
- Automate recurring billing and payment reminders.
- Maintain tax records and documentation within the CRM platform.
- Enable online payment options for clients directly through the CRM system.
Key Features
06. HR + Payroll
Incorporating HR, workload management, and payroll functionalities within a Fooltu CRM system offers businesses a comprehensive solution for effectively managing their human resources and optimizing workload distribution.
- Track employee attendance, leaves, and time-off requests.
- Automate employee onboarding processes and document collection.
- Monitor workload distribution and adjust assignments to optimize productivity.
- Generate payroll reports and process employee salaries directly from the CRM.
- Schedule and track employee training sessions and certifications.
- Calculate taxes, deductions, and benefits accurately based on predefined rules.
Key Features
07. Recruitment
Integrated recruitment features into a Fooltu CRM system offers businesses a powerful tool for streamlining the hiring process.
By managing job postings, candidate management, and communication within the CRM, businesses can efficiently attract, assess, and onboard top talent.
- Create and manage job postings directly within the CRM system.
- Post job openings to multiple job boards and social media platforms.
- Schedule interviews and coordinate communication with candidates through the CRM.
- Maintain candidate pipelines and track their progress through the recruitment process.
- Send automated notifications to candidates regarding application status updates.
Key Features
08. Invoicing
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The Fooltu CRM software integrates the invoicing system with project tasks, expenses, and hours to ensure accurate and efficient billing processes.
- Task management with deadlines and estimated hours
- Seamless integration with accounting systems
- Customizable billing methods to accommodate different client agreements
- Client communication regarding invoices and payment statuses
- Tracking of hours worked by team members
- Expense logging for project-related costs
Key Features
09. Support
The built-in support ticket system within the Fooltu CRM software enhances the support experience for clients by providing a structured, efficient, and personalized approach to handling their queries and issues.
- Clients submit support tickets directly within the CRM
- Tickets are categorized into different departments based on query type and project
- Automated routing directs tickets to relevant support teams
- Real-time tracking of ticket status for clients
- Internal collaboration among support team members
- Integration with knowledge base for resource access
Key Features
10. Sales & Marketing
The Fooltu CRM software excels the all functionalities required for your sales and marketing teams, including proposals, leads, deals management, followups, campaigns, email tracking, and many more.
- Track and manage leads from various sources.
- Analyze key metrics like win/loss rates, average deal size, and sales cycle length.
- Create, send, and track sales quotes and proposals.
- Plan, execute, and track marketing campaigns across multiple channels.
- Conduct surveys and collect customer feedback.
- Automate follow-up reminders and tasks.
