UDS-CRM
UDS-CRM brings your customer, project, invoice and support processes under one roof. It can be extended with optional modules to fit your business.
UDS-CRM: Features & Benefits
Powerful features to take your business to the next level.
Project Management
Manage and invoice projects. Track time and expenses, and assign several team members to one task.
One-Click Invoicing
Create professional invoices and send them as PDF. Different tax rates and recurring invoices every 1 to 12 months.
Quotes
Prepare quotes in minutes. Customers can view and approve without logging in, and approved quotes convert to invoices automatically.
Lead Management
Track leads on a Kanban board, create leads from emails automatically and convert them into customers.
Payments
Record payments in different currencies. Customers can pay online with PayPal and Stripe.
Support Desk
Assign tickets to staff, use canned replies and knowledge base links.