Customer Relationship Manager

Customer Relationship Manager

Customer Relationship Manager

Turning your visitors into your customers.  
(210) 570-2379
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Take a Tour

Get a sneak peek of our Customer Relationship manager in action!
CRM Demo
Login Info
User Name: lucidllcsa@gmail.com
Pass: Weare1lucid

Customer Relationship Manager

Responsive Design

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

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 Stripe or we can add a custom payment method for you.
Time Cards

Time Cards

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.
Customer Engagement

Customer Engagement

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

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.
Expense Tracker

Expense Tracker

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.

Features

Interface

    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


Management

  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


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