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 assigned project member.
Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Create recurring invoices who will be regenerated automatically (every X months). Set recurring starting from 1 month to 12 months.
Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.
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.
With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.
Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.
Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.
Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.
Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.
Assign task to multiple employees, add task followers, task comments allowed, task attachments.
Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry.
Create surveys and impress your customers. Add your question and improve your company productivity. Ability to send surveys to leads/customers/staff members and manualy created mail lists.
Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date
Share great company events, upload documents, easy employees communications. Internal department wise social media to share ideas, upvote etc.
Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.
Available Custom fields for most of the important features. You can add custom fields to PDF invoices, estimates etc.
Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles.
Generate powerful survey reports. Customizable staff, invoice & customer survey. Automated mailing and review survey details
Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.
Available Custom fields for most of the important features. You can add custom fields to PDF invoices, estimates etc.
Yes, it is a Cloud ES-CRM
We care & protect your data. All data will be secured & is impossible to break. We delivers the guarantee
The pricing plans are mentioned above, if you've a bigger plans for the larger organisation - Feel free to contact us, our experts will guide you exactly where you suits.
Definitely, we love to see how effectively we can provide you solutions. Please check the live demo. Please note - Email & Notifcations will not work in the demo version.
We provide the highest level security encryptions algorithms and guarantee you that your data is always secure. Nobody including us will be able to see your data
We love continuously improving ourself, hence we're always keen to add new features. You'll receive all the updates in future for free of cost.
You don't have to worry about anything, E-SUTRA will provide all the installation and post installation service for free of cost
Yes, Definitely. You can use this ES-CRM in any laptop / desktop PC, Tablet or Smart Phone. It supports all the platforms.
Yes, Many things in the ES-CRM can be modified. However there are some pre-defined functions which cannot be modified. Hence modifications are possible but are limited.
Yes, you're able to import data from Excel sheet / CSV file also can export data in same format along with PDF & Text format as well.
Yes, We do provide 24x7 support in almost all areas.
Yes, we do provide many IT products & Services. To get details of our products please check our Products & Services page for more information.
Yes, we support multiple tax system and everything in the system is completely automated. If you require any kind of changes / modifications / updates. E-Sutra is ready to serve you all the time.
Yes. Currently we support multiple payment gateways including PayPal, Stripe, PayU and other top Payment Gateway companies gateway can be integrated.
As many as you like. We'll never put any limit to store any amount of data. You can use any number of space you want!
Yes, we would be happy to look at your existing website and give you a quote for updating it.