Nak CRM is complete Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, Nak CRM can help you look more professional to your customers and help improve business performance at the same time.
Managing customers is important and Nak CRM helps in several ways:
- Manage and invoice projects with the powerful Project Management Feature.
- Link tasks to many Nak CRM features and stay organized.
- Build professional, great looking estimates and invoices.
- Powerful support system with ability to auto import tickets.
- Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
- Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
- Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.
- Create good looking proposals for leads or customers and increase sales.
- Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice.
- Know more about your customers with powerful CRM.
- Increase customer retention via built-in Surveys.
- Use the Goals Tracking feature to keep sales goals in mind.
- Create announcements for your staff members and customers.
- Use Contracts feature to lock in current and future sales.
- Custom fields can store extra information for customers, leads and more.
- Receive payments from Paypal and Stripe in different currencies.
- Tons of configurable options.
- Style the CRM to your company branding with the powerful theme styling feature.
- Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
- Great looking calendar for each staff member based on staff permissions.
- Follow ups, reports, notes, files and many more features.
CRMs need to focus on customers and Nak CRM does that with a powerful support system that helps you track and resolve issues quickly via the integrated ticket system and customer reminders. Assign reminders to yourself, one or many staff members and with one click, reminders can be sent to email and in-app notification system. These features and more can take customer satisfaction to the next level.
- PROJECT MANAGEMENT: Manage and invoice projects with a powerful project management features
Track time spent on task and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
- INVOICE: Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Ability to set up recurring invoices.
- ESTIMATES: Create estimate within a minute send 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.
- PROPOSAL: Create good looking proposals and impress your potential clients or customers. Include images, table, items, youtube videos with the powerful editor. Proposal comments allowed for negotiation.
- EXPENSES: Creating recurring expenses. Set up a recurring expense and the expense will automatically be created after the specified period.
The period could be days, weeks, months or years. Ability to set expenses billable to customers or specific projects
- PAYMENTS: Record and receive payment in different currencies.
Auto generated PDF send to the customer.
- LEADS MANAGEMENT: With the simple Kan Ban you can keep track of leads and easily follow their progress.
Attach files, convert leads to customer, track leads from email, create proposals, leave notes.
- SUPPORT SYSTEM: Great support system that helps you track and resolve clients issues quickly with ability for auto open ticket from email, insert knowledge base link, add pre-defined replies.
- CALENDAR: Have clear view of all your company events, upcoming invoice payments, contracts expiration, estimate expiration, task finish date, reminders.
You’ll never miss anything from calendar.
- TASKS: Assign task to multiple staff members, add followers, attach files.
Let your staff comment on tasks, upload files.
Tasks can be related to mostly all important features.
- KNOWLEDGE BASE: Create knowledge base articles and organize them in groups.
help your customers and build trust.
- CONTRACTS: User contracts feature to lock in current and future sales.
Easily create contract PDF and send the contract directly to the customer email.
- REPORTS: Generate reports and have clear view of everything. Keep track income vs expenses and leads conversions.
Knowledge base reports included.
- GOALS TRACKING:Use the goals tracking features to keep sales goals in mind.
Ability to notify staff members about failure or success.
- PERSONAL TODO LIST: Each staff member has their own personal todo items board to increase productivity.
Easily change todo status by drag and drop feature enabled.
- CUSTOMER AREA: The customers area is fully separated from admin area.
Each customer has their own portal where they can keep track from all financial data from your company