CUSTOMERS

Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view

RECURRING INVOICES

Create recurring invoices that will be re-created automatically without you lifting a finger, based on the specified period for the recurring invoice. The period time could be days, weeks, months or years

RECURRING EXPENSES

Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period time could be days, weeks, months or years

PROPOSALS

Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available

ONLINE PAYMENTS

Receive payments from Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree, we have implemented payment gateways that are available in most of the countries

MILESTONES

Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones

LEADS

Leads or potential clients are really important part to any company. Every company trying everyday to get new leads. Very offen happend some potential client to call and ask for specific service that you company serve and then sometimes this is forgotten. With S2S CRM you will never forget your potential clients and you will be able to manage all of them in one place.

CALL LOG MODULE

Give you and your team the ability to keep a track record of all the calls made, and know when to follow up on opportunities

CONTRACTS

You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place. You wont need anymore to search in your desk documents. Create PDF contracts and send to your customers from S2S Cloud Based CRM. Contract overdue reminders available

DEPARTMENTS

Assign your staff to specific departments and ability to auto import tickets by department email

STAFF REMINDERS

Setup staff reminders for staff member with ability to notify by email and built-in. Reminders are available for important featuresSetup staff reminders for staff member with ability to notify by email and built-in. Reminders are available for important features

EVENTS

Create private or public events. Receive notification when an event is coming built-in and email

STAFF ROLES & PERMISSIONS

You can give staff a specific permissions what can do or can’t do. Role permissions can be overided for each staff

PURCHASE MANAGEMENT

Purchase Management Module is a tool for managing your day-to-day purchases. It is packed with all necessary features that are needed by any business, which has to buy raw material for manufacturing or finished good purchases for trading. Purchase Management can enter supplier bills, reconcile with purchase orders or goods receipts, bill charges could be allocated for computation of landed cost of items

GOALS TRACKING

Setup goals and tracking achievements. Use the Goals Tracking feature to keep sales goals in mind

STAFF

Manage all your staff members from one place

COMPANY NEWSFEED

Share great company events, upload documents, easy employees communications

RECURRING TASKS

Create tasks that will be auto created for a given period

SURVEYS

Create surveys with one click. Send to staff, leads, clients or manually created mail lists. Increase customer retention via built-in Surveys

MEDIA LIBRARY

Upload files in media library. Each staff member that is not admin have their own folder for uploading files

SENSITIVE DATA IS ENCRYPTED

S2S Cloud Based CRM  encrypts all sensitive data in the database with unique encryption key. Encryption performed on email passwords, api keys, api passwords etc

GOOGLE RECAPTCHA

Google reCaptcha available for admin login, customer login and customer register area

ACTIVITY LOG

Track all staff activity. Adding new items, creating, deleting