RovingCRM is lightweight and powerful CRM software that runs in the cloud with unlimited users — so business owners can always have instant access to real-time business data: anytime, anywhere, on any device.
Every small business owner knows business data is the key to help successfully understand, manage and grow their business. The dashboard is simplistic to show your business stats at a glance. You can instantly see the status of your leads, sales and invoice, awaiting or overdue payment, project status, to-do list, task list
Streamline your sales process and increase productivity by enabling your customers to view quotation and invoices online, notification will be send to you upon viewing. Quotation can also be digitally confirmed and sign using eSignature instantly. One-click automation from quotation to invoice creation. You can even schedule recurring invoices to be emailed automatically — so the CRM is doing the billing and collecting for you, around the clock.
This is also a collaboration platform where your team communicate, assign task, projects and monitor schedule with ease. They can add commentary, add footnotes to specific task and project to update the team members.
User friendly customer portal which allow your customers to view quotation and invoice, check and communicate on project status, knowledge base to view your library of self-help documentations and videos and submit support tickets.
It is very easy to use and mobile devices friendly. You can also run your business on the go by just accessing the platform using browser on your mobile. With a live view of your business, it’s never been easier to stay on top of your operation — freeing you up to do your best work.
✔ Unlimited Users
✔ Generate sales quotation easily on the move
✔ Retrieve customer details in seconds
✔ Affordable at low commitment cost
✔ Monitor business operations with ease
✔ Understand business performance
✔ Reminder and notification on every aspect
✔ User friendly interface
✔ Process automation
✔ Boost productivity
✔ Ease of collaboration internally and externally
✔ Create different user roles and access to manage security
✔ Flexibility in add data fields
✔ GDPR compliant