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Description

Welcome!!! LiveCRM The Only CRM You Need ! – Use LiveCRM to manage your leads, customers, projects, operations.

Get Organized & Get Stuff Done! LiveCRM helps you take back control of your business. The Most Powerful High-Performance & Yet Simple Way to Manage Your Business

Your search for CRM for your organisation might end here with LiveCRM ! LiveCRM is a perfectly designed and secure CRM which consists of all the 4 modules together LiveSales, LiveProjects , LiveSupport, LiveInvoices.

As easy to use with many features to run your business and get things done faster. It gives you the flexibility you need to manage your business, sales funnel, sales force, cash inflow, multiple projects and teams in one tool. Quickly zoom out to see the big picture or drill down for details.

LiveCRM was created because we wanted to develop an excellent system that is both Powerful and User friendly the same time. The product should help us in running the business in a better way. LiveCRM is practical software that gets you organized so that you can reduce unnecessary meetings and simply Get Things Done. By using LiveCRM, your work will be organized and your business will take off.

Features

Excellent Sales System

Manage Leads Store all the leads and organization information that your sales process demands. You can look up leads and the associated contact and business information in a few seconds!

Know where your best leads come from Thanks to the carefully designed sales module you can find your lead’s source, status, type and owner in just few seconds with filters provided on the manage leads.

Improve results across the entire sales funnel With features like attachments and estimate creation of each lead it becomes a lot easier to manage leads. Create estimate and send for approval with just a click and status will be updated as per your activity automatically.

Collaborate with notifications, Stay informed Activity is recorded for each change you make to your lead and you receive emails for modifications made to the lead.

Powerful Lead Management Interface Set Lead Ownership to User, Configurable Lead Types, Oppertunity, Progress. Attachments Notes, Assignment History, See Audit Trails / Activity on the Lead, Emails etc.

Best in class Manage Leads/Oppertunity Interface Unique Lead IDs, Lead Assignment, Assignment History, Notes, Attachments, Status, Priority, Progress, Emails, Notifications

Manage Products & Send Estimations With manage estimations you get the power to close the deal faster. Send Estimates using the products already added in the system or new products on the fly. Send estimates to leads on emails

Customer Management Create and manage new business customers. Manage Multiple/Primary Contacts, Manage Multiple/Primary Addresses, Customers Communication History, Notes, Attachments, Audit Trail, Customer’s Tickets, Customer’s Invoices, Customer’s Estimates in Bird Eye View

Complete User Management Manage Users, Add/Edit, User Picture, User Roles, User Type, Activate/Deactivate, User Registration both by Admin & User itself, Password recovery, Admin password reset, Profile, User Activity, Email system to Users, Change Password

Messenger/ Chatting System Your team is here. Save your time by using the inbuilt Messenger that will help you see your team members online/offline & on page communication to get things done faster.

File Sharing Attach documents, images, zips, code sharing to customers, leads.

Powerful Reporting Generate reports about the progress of your sales and how your team is doing.

Powerful Support System

Close tickets, Open happiness Manage and update tickets on the go and keep an eye on the SLA status for ticket’s and user assigned.

Measure Agent Productivity Dedicated Departments and Queue for smooth resolutions and better efficiency when it comes to resolving tickets. Share your work in real-time access my-calendar, my tickets and timesheet for early redressal of tickets.

Resolutions to tickets Create and link resolutions to multiple tickets, this helps save time in maintaining different resolutions for similar issues. User can check which tickets are linked to a resolution.

Yank tickets within same Queue This state of the art feature is standard with LiveSupport. Users of the same queue can yank tickets assigned to other users of the same queue, thus resulting in better customer service and quick closures to the ticket.

Customizable Ticket SLA Define SLA as per your organisation. SLA are defined on ticket priority and impact as selected by the user. Once SLA are defined enjoy the smooth workflow of the ticketing cycle which moves forward on pre-defined business logic and automates the process for you.

Collaborate with notifications, Stay informed Activity is recorded for each change you make to the ticket and you receive emails for modifications made to the ticket.

Powerful Customer Management Interface Set Customer Ownership to User, Multiple/Primary Contacts, Multiple/Primary Addresses, Customer Contacts Login Accounts, Configurable Customer Types, Attachments, Notes, Activities on Customers Entity, Customer Tickets, Emails etc.

Best in class Manage Tickets Interface Unique Ticket IDs, Ticket Assignment, Assignment History, Notes, Attachments, Status, Priority, Progress, Emails, Notifications, Queue Assignment, Yank Ticket

My Tickets Bird Eye View to see all the tickets in your name. Yank more tickets from the assigned queues

My Calendar / Job Queue Calendar to show all the tickets with timelines and SLAs

Manage Resolutions Unique Resolution IDs, Create Resolutions for resolved tickets, Close multiple tickets at once linking to one/multiple ticket, Close single ticket with multiple resolutions, create parent tickets and child tickets.

Queue Management Agent can see Queues/Tickets with permissions, Agents can be assigned to Multiple Departments and Multiple Queues. Ticket Queue Assignment

Departments Create Multiple Departments, Department Owner, Assign Multiple Agents in Departments, Link Department with Queue.

Ticket SLAs Define SLAs in Hours based on Priority, Impact. Notifications for approaching/breached SLAs

Powerful Project Management

Powerful Manage Project Interface. Set Project Ownership to User, Assign Users to Projects, Tasks, Different Project Types, Set Budget, Set Timeline, Progress. Attachments Notes, Assignment History, See Audit Trails / Activity on the Project, Emails, Project Timelines, Task SLAs, Defect SLAs etc. Tasks

Best in class Manage Tasks Interface Unique Task IDs, Task Assignment, Assignment History, Notes, Attachments, Status, Priority, Progress, Time Spent, ETAs, Emails, Notifications Sub-Tasks

Timesheet & Work hours (Automatic & Manual with approval system) My Tasks & All Tasks (for Project Owners) To-Do List

Best in class Defect Management Unique Defect IDs, Defect Assignment, Assignment History, Notes, Attachments, Status, Priority, Progress, Time Spent, ETAs, Emails, Notifications

Timesheet & Work hours (Automatic & Manual with approval system) My Defects & All Defects (for Project Owners) To-Do List

My Calendar See Your daily agenda at a glance. Task assigned In Process, Pending Tasks and Completed Tasks

Quick Invoices

Send invoices quickly Invoices are quick, easy and optimized for your convenience, with an elegant design guaranteed to impress your clients. Simply add your data and send invoices out with one click. Or start with an invoice and magically duplicate that invoice in seconds.

Track invoice status Let LiveCRM manage your client’s invoices for you. With our clear invoice status labels, it’s easy to track which of your invoices have received full or partial payments or are yet to be paid.

Flexible taxes and discounts Tired of remembering to factor in all those extra taxes and fees? Save unlimited taxes and discounts entries in LiveCRM, both as percentages and fixed amounts, and quickly add them to your invoice line items or sub total. Don’t worry, we’ll do the math for you.

Add products and use them as items in your invoices Add your custom items to invoice or you can add Product and use it as item in your Invoice without having to type it again and again.

View payment history, duplicate invoice and email to customer When it comes to manage LiveCRM takes of your payment history or in case you need to send a duplicate invoice for misplaced invoice. All this is just a click away and you can email right away to the customer as soon a invoice is created.

Collaborate with notifications, Stay informed Activity is recorded for each change you make to the invoices or estimates and you receive emails for modifications made to the invoices/estimates.

Best in class Manage Invoices Interface Unique Invoice IDs, Invoice Assignment, Invoice History, Status, Notifications, PO Numbers, Due Date, Create Multiple Currencies, Nitifications to Customers on email and Invoices PDFs, Export Invoice as PDFs, Multiple Line Items, Invoice Notes, Flat/Percent Discounts , Duplicate/Copy Invoice, Invoie Status, Edit Invoice, Make a payment, Add Manual Payment, Payment History

Powerful Reporting Generate reports about the progress of your sales and how your team is doing.

Powerful Role Based Authentication System LiveSupport comes with powerful role based authentication system at task/operation level. Users can be assigned permissions on roles (with multiple operations) and even at operation levels. This give real power to the Administrators to configure the system as per the requirement and making it an excellent system from security point of view.

Messenger/ Chatting System Your team is here. Save your time by using the inbuilt Messenger that will help you see your team members online/offline & on page communication to get things done faster.

File Sharing Attach documents, images, zips, code sharing to customers.

  • Dashboard
  • Sales Funnel
  • Lead Status Report
  • Lead Type Report
  • Lead Country Report
  • New Leads Last 12 Months
  • New Leads Last 12 Months with Type
  • Pending Tickets
  • Customer Type Report
  • Customer Country Report
  • New Customers Report
  • Task Assignment Report
  • Task Closed Report
  • Task Spent Time Report
  • User Type Report
  • User Status Report
  • New User Reports
  • Pending Invoices

Excellent Configurable System

  • Customer Types (Custom Configurable)
  • Lead Types (Custom Configurable)
  • Lead Status (Custom Configurable)
  • Lead Sources (Custom Configurable)
  • Departments (Custom Configurable)
  • Queues (Custom Configurable)
  • Departments Queues Users Mapping (Custom Configurable)
  • SLAs (Custom Configurable)
  • Ticket Priority (Custom Configurable)
  • Ticket Status (Custom Configurable)
  • Ticket Type (Custom Configurable)
  • Ticket Impact (Custom Configurable)
  • Ticket Category (Custom Configurable)
  • Invoice Status (Custom Configurable)
  • Project Types (Custom Configurable)
  • Project Status (Custom Configurable)
  • Task Priorities (Custom Configurable)
  • Task Status (Custom Configurable)
  • Customer Types (Custom Configurable)
  • Customer Groups (Custom Configurable)
  • Estimate Status (Custom Configurable)
  • Product Categories (Custom Configurable)
  • User Types (Custom Configurable)
  • Email Templates & Many More

Multi Lingual Support File Included for Portuguese Easily doable for other languages by changing in one file

Quick Start Guide with installation instruction are provided in the zip file.

DEMO Logins http://demo.livecrm.co

System Admin

Username : admin Password : admin

Demo User

Username : demo Password : demo

Website : http://livecrm.co

Delete operation is disabled in demo