No need to rush back to the office to find your customer’s
information, projects or support tickets. Our Customer Relationship Manager is mobile friendly
so that you can access all of your customer’s information, projects or support tickets on the go.
Invoicing & Payments
With our customer relationship manager, you can send out your invoices from within the Customer Relationship Manager and get paid quickly and easily. We can easily modify the CRM to process your payments directly from PayPal
or we can add a custom payment method for you.
Keep track of all your employees'
time with our easy to use time card manager included within the CRM. With our innovative CRM you can also keep track of the time spent working on any project or task designated to a specific employee or groups of employees.
With the Customer Relationship Manager you will be able to allow your clients the opportunity to create their own account, monitor project progress, schedule tasks, comment on tasks, upload pictures and so much more. We make customer engagement
easy for your business!
Share Your Files
The LUCID Customer Relationship Manager makes it easy for you to upload your project’s files and share those files with your team members, employees and/or your clients. Sharing your files within the Customer Relationship Manager allows seamless flexibility.
Keep track of all your expenses and bills within one area. In just a click of a button, you can create, categorize, enter in, and manage all of your expenses easily and effectively. You’ll be amazed at how easy it is to use.
Informative dashboard File sharing and team conversation Project milestones Project time-sheet and time tracker Drag and drop facility for files Beautiful file preview and comments All reports of any client in a single page Multiple currency for clients Informative profile page for client contacts Activity logs for projects Easily accessible UI Responsive Mobile Friendly design Customization of login page Customization of logos and invoices Support tickets Client portal Send PDF copy of invoice Enable/disable client signup/messaging Multi language
Customization of email templates
Project management Client
management Team management Task management Invoice management Time-card/attendance management Leave management Expense & payments report Event calendar Private notes Announcement/notice management Report printing and exporting Dynamic graph and visual reporting Custom permissions for team members IP restriction for time card entry Private messaging with team members and clients Team member’s details view Team member’s social media linking Team member expense tracking