RoverCRM - Customer Relationship And Project Management System |
Key Features of RoverCRM
Dashboard
The dashboard provides a comprehensive graphical overview of your business metrics. Key information includes:
Invoices: Total paid, due, and overdue amounts represented via pie charts.
Quotations: See converted quotations and total amount summaries.
Expenses: Monthly expense tracking across categories with detailed graph views.
Project, Task & Ticket Summaries: Quick access to ongoing and completed project activities.
Relationship Management
Efficiently manage Customers, Suppliers, and Team Members through the Relationship module:
Import CSV: Easily import multiple customer or supplier details.
Customer Management: Track customer interactions and account details effortlessly.
Access Control: Customers require admin approval for account access.
Invoices
RoverCRM enables the creation of professional invoices with ease:
Flexible Invoicing: Add products/services with options for inclusive or exclusive taxes and discounts.
Payment Options: Accept payments via PayPal or Bank transfer for convenience.
Quotations
Generate quotations directly from the sales module:
Detailed Quotations: Provide your customers with a clear breakdown of pricing, discounts, and estimated costs.
Purchase Order
Automate inventory management and streamline purchasing:
Easy Purchase Order Creation: Select suppliers to create orders and update inventory automatically.
Flexible Order Receiving: Choose between manual or automatic order receipts.
Payments
Effortlessly manage and record payments:
Multiple Currencies: Handle payments for invoices and purchase orders in various currencies.
Payment Methods: Accept payments through PayPal or Bank transfers.
POS (Point of Sale) Module
The POS module is designed to be interactive and user-friendly:
Billing Flexibility: Manage multiple bills, add customers/products, and quickly search inventory items.
Inventory Management: Track inventory levels automatically with each transaction.
Profit Calculation: Calculate profits considering discounts, ensuring clear insights into sales performance.
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