Theta CRM

Customer Relationship Management software that is a great fit for almost any small business, freelancer or many other uses.

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Features

PROJECT MANAGEMENT TOOL

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.

ONE CLICK INVOICE CREATION

Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.

CREATE ESTIMATES

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

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.

LEADS MANAGEMENT

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 EXPENSES

Record company expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.

RECORD PAYMENTS

Record and receive payments in different currencies. Customers can pay you via PayPal and Stripe. Auto generated PDF after each recorded payment.

AWESOME SUPPORT SYSTEM

Great support ticket system with auto response. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.

KNOWLEDGE BASE FOR CUSTOMERS

Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.

BUILT IN STAFF TASKS

Assign task to multiple employees, add task followers, task comments allowed, task attachments.

DETAILED CALENDAR

Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date .

COMPANY NEWSFEED

Share great company events, upload documents, easy employees communications.

GOALS TRACKING

Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.

CREATE ADDITIONAL CUSTOM FIELDS

Available Custom fields for most of the important features. You can add custom fields to PDF invoices, estimates etc.

SIMPLE REPORTS FOR QUICK OVERVIEW

Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is useful to clients, improve text based on votes) .