FEATURES
Profit Connect's CRM helps businesses by organizing customer interactions, managing projects and finances, coordinating teams, and enhancing communication. It's easy to use and can be adjusted to improve productivity.
Project Management
From task assignment and deadline tracking to team collaboration and progress monitoring, this feature ensures that every project is efficiently managed from start to
finish.
Track Projects
Track projects in real-time, monitor deadlines, and ensure tasks are completed. Easily update key points, identify delays, and ensure teams meet their goals by centralizing project activities.
Add Members
Easily assign team members to projects, ensuring they have access to relevant tasks, discussions, and files. This feature helps teams collaborate effectively and stay aligned with project goals and responsibilities.
Track Tasks
This tool helps monitor individual task progress within a project, providing an overview of task assignments, deadlines, and current statuses. Real-time updates show completed, in-progress, or overdue tasks, ensuring accountability and organization.
Finance Central
By managing estimates, invoices, and payments in one unified platform. This tool allows you to easily create and send estimates, convert them into invoices with a single click.
Estimates
Easily create, customize, and send professional estimates to clients. Track estimate status and streamline the sales process. Simplify estimate management to close deals faster and maintain an organized record of cost proposals.
Invoices
The Invoices feature in Profit Connect simplifies billing by letting you generate, customize, and send professional invoices effortlessly. Convert approved estimates instantly, track payments, and set up reminders for overdue invoices. Keep everything organized in one place, manage clients easily, and monitor cash flow with detailed insights.
Payments
Track client payments easily through multiple options, monitor payment statuses in real time, and get notified of overdue invoices. Centralize payment records for a clear overview of cash flow and outstanding balances, ensuring efficient financial management and a professional payment experience for clients.
Team Management
Offering a comprehensive solution for managing your team, including HR management,leave requests, attendance tracking, and clock-in/clock-out functionality.
Clock In/Out
This tool simplifies time tracking by letting employees clock in and out easily, ensuring accurate records. Admins can monitor hours in real time, streamlining payroll and boosting productivity while maintaining transparency.
Leaves
Employees can request time off easily, while managers efficiently review and approve requests. The tool tracks leave balances, prevents conflicts, and simplifies HR processes for seamless leave management.
Attendance
This tool accurately tracks employee attendance, logging work hours and absences. Managers get real-time insights, ensuring compliance, streamlined payroll, and improved workforce management.
Chat Messenger
Engage with your customers directly, providing real-time support and building stronger relationships. With seamless integration into Profit Connect
Admin/Employee to Client Chat
Interact with clients in real-time to provide personalized support and quick responses, enhancing client relationships. All interactions are logged in the CRM to streamline communication, improve client satisfaction, and facilitate easy handling of inquiries and updates.
Team Project Messaging
Team Project Messaging enables focused, private chats for assigned members, keeping discussions relevant and organized for effective collaboration.
Internal Only Messaging
Internal Only Messaging enables private, secure team communication, streamlining discussions and coordination without client visibility.
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Over 700 people use our product.
Integrate with Favorite Apps
Our app integrates with other third-party apps for added advantage.
OneSignal
Slack
Pusher
Stripe
Connect Today For Profit Tomorrow
Customer Relationship Management system connecting your business with your team and clients with HR management and project tracking.