Customer Resource Management (CRM)
custom CRM software
crm features
Ksense apps include secure user authentication for all users, including custom user roles and permissions, user management for administrators, and password reset functionality. Invite new users to the platform with temporary login credentials, and they will be prompted to change their password on login.
Navigate and view jobs easily with the calendar. The calendar displays the job title, address, and status of the job. Clicking on a job will open details about the job. You can move jobs around on the schedule by clicking and dragging, it’s that easy. You can also search for jobs with the search box.
Every business is unique, which means you need unique ways to track opportunities, leads, and clients. Custom CRM software gives your business the ability to customize your sales workflow so it integrates seamlessly with operations.
Benefits of a custom-coded CRM
DESIGNED FOR YOUR BUSINESS
The software is designed from the ground up for your business, so you won’t need to jerry-rig anything. It will just work.
FULLY FLEXABLE
There is no such thing as inflexible with custom-coded software. If your business changes, the software can change with you.
HIGHER PRODUCTIVITY
Custom-coded CRM software allows your business to achieve higher levels of productivity and higher profits.
NO MONTHLY FEES
Monthly CRM fees can add up fast, especially if the service charges per user. Custom CRM software allows you to make a one-time investment that will save you time and money in the long run.
SUPERIOR REPORTING
Owning your CRM software means superior reports and insights, including custom reports and real-time visibility into your performance.
UNLIMITED INTEGRATIIONS
Because the software is custom-coded, we can integrate it with existing services including productivity software like Google Calendar, email & SMS solutions, payment processing, and just about anything else.
CUSTOM USER ROLES
Add custom modules for different departments and control access to reports, data, and features based on user role. With a custom-coded solution, the sky’s the limit.
Invoicing Capabilities
Invoicing is the heart of any business, no invoices being sent out, means no money coming in.
Invoice Management
This page allows you to browse and manage client invoicing. You can see all of the invoices from this page and their respective status. Export options include PDF and CSV. Invoices can be queried based on field records.
Invoice Editing
Invoice Editing allows for the invoice which is created along with the job to be edited. Line items can be added, modified, discounted, and deleted giving you the ability to outline your costs perfectly.
Digital Signatures and Invoice Delivery
Email your invoices to your clients or have it available to sign digitally on a tablet. Invoices include work agreements and contract terms. Small features like this prevent unnecessary paperwork, saving you time and money.
Job Details
There is a lot of functionality on this page. Starting at the top we have the job with edit/delete and status information. To the right job statistics are shown with payment detail information being shown at a glance. In the center of the page is client details and client billing details. Beneath the billing details is the estimates section. From here you can add multiple estimates to the job and ultimately decide on one with the client. Below the estimates is the client history timeline, this shows the entire client history since the client entered the system, all calls, estimates, photos, everything. To the right of that we can record any complaints, and above that is the visits. The visits determines how many visit a select job will take.
Job Tracking
This page shows all of the jobs in chronological order as well as the status of the job. You can query jobs at the top, and view job details by clicking the blue “view” button.
