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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

CRMit is a comprehensive business management and CRM solution designed to simplify essential small business functions, encompassing everything from managing customer relationships and organizing tasks to handling invoicing and tracking time, all within one cohesive platform. By providing a holistic 360-degree view of customer data, it allows users to efficiently oversee contacts, monitor purchasing and supplier details, and keep thorough records of jobs and tasks along with associated time entries. Users can swiftly generate professional invoices, proforma invoices, and quotes, while also benefiting from contract management that includes recurring billing and a user-friendly sales opportunity pipeline. The system enables the logging, prioritization, and assignment of jobs and tasks to team members, complete with features for notes, attachments, and real-time updates on status. In addition, CRMit provides customizable dashboards and staff management tools that feature GPS tracking and leave calendars, along with a detailed management system for product catalogs, ensuring that businesses have everything they need to succeed. Overall, CRMit not only enhances operational efficiency but also fosters better collaboration among team members.

Description

Zygn serves as a comprehensive ERP and business management solution tailored specifically for interior designers, design firms, fit-out contractors, architects, and other project-driven enterprises. It seamlessly integrates the entire workflow, encompassing everything from lead generation and sales to design, bill of quantities (BOQ), procurement, inventory management, onsite execution, financial accounting, human resources, and project wrap-up. Notable features include customer relationship management (CRM), lead tracking, cost estimation, sales order processing, client management, project progress monitoring, scheduling, task assignments, detailed project reporting, BOQ oversight, vendor handling, purchase requisitions and orders, quotation generation, invoice processing, inventory management, goods receipt documentation, stock tracking, contractor allocation, onsite operations management, petty cash monitoring, accounting procedures, invoicing, expense tracking, financial reporting, payroll management, attendance tracking, leave oversight, employee performance evaluation, asset tracking, reimbursement processing, and overall team productivity enhancement. This platform not only simplifies operations but also empowers businesses to enhance efficiency and collaboration across various project stages.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

Free
Free Trial
Free Version

Pricing Details

₹4500/yearly/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CRMit

Founded

2016

Country

United States

Website

crmit.app/

Vendor Details

Company Name

PTG Technologies Pvt Ltd

Founded

2023

Country

India

Website

zygn.app/

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

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