TopGear CRM- Feature Overview
TopGear CRM is a complete solution your business
Add Unlimited Employees/Users
Unlike other CRMs that charge you for every employee of yours, you can add all your employees with TopGear CRM at no extra cost
Adding all your employees will give you full freedom to operate your business at a low cost. Most other CRMs charge a fixed monthly or yearly fees for your every employee. So your cost for maintaining such CRMs go high as you add more employees. With TopGear CRM you can add all your employees at no extra cost.
1
2
3
1
Add New Team Members here
2
Manage , edit, delete employees here
3
Search your team here
1
2
3
1
Add new customer details here
2
Assign customers to companies if you need to.
3
Add tags to customers to filter and see them easily later
Add Unlimited Customers/Clients and Companies
Unlike other CRMs that restricts the number of customers/company records you can create, you can add all your customers and companies with TopGear CRM
Assign employees to your customers or clients and companies.
Import all your existing customers via an excel sheet import.
Advance Search Option to search customers and companies
Add Unlimited Custom Fields
Add custom fields to your customers/clients, companies, quotes and transactions
Our Powerful Custom fields allows you to add customized information like customer conversation history, Date of Birth, Services availed, Personal information or any other information as per your business needs. You can use this feature to customize the communication with your customers and can promote your various services with ease.
1
2
3
1
Customise TopGear CRM for your business. Add the field name you need here
2
Enter pre defined values you need for each field here seperated by commas
3
Remove fields with ease
1
2
3
1
Add tasks for each employee here and assign tasks to employees
2
When done, see the green ticks.
3
See tasks by day, week, month and for each employee or all employees
Add Unlimited Employee Tasks
This powerful feature allows you to manage your employees efficiently. Assign tasks to your every employee which you can, in turn, assign to customers and/or company.
You can add tasks for each customer and can also assign it to a company name. All tasks will be automatically added to an employee calendar which you can monitor. Each employee will have his own calendar in which tasks assigned to them will be displayed and they can also choose to receive notification 24 hours before the deadline.
Employees can see their tasks in Hour wise, Date wise, week wise, month wise views in their calendar
1
2
1
Create new invoices with your logo and pricing
2
Assign and send invoices to customers or companies
Add Unlimited Quotes, Invoices & Transactions
Create and send Unlimited quotes, invoices, and transactions.
Add Custom fields to quotes, invoices, and transactions and customize as per your company requirements
1
2
1
If you have business customers, give them access to their own dashboard.
2
Business customers can accept quotes, see and pay invoices and see their tasks while you work on them
Allow your Clients to Login via our Client Portal
If you have business customers, you can create a login portal for each of your every client, which allows your clients to log in and see their quotes, invoices, transactions, files, tasks and they can even make payments from within their client portal
1
2
3
1
Customer contact growth chart
2
Revenue growth chart
3
Customer conversion funnel
Visualize your business information in graphs
Visualize your business with ;
Revenue Growth Chart
Sales Funnel Chart
Contact List Growth Chart
Gross Revenue
Net Revenue
Average Revenue
New Contacts
Total Contacts
Refunds
You can analyze each data by custom date ranges, date or month ranges
And of course there is more to explore.
Other premium features are:
Advanced Sales DashboardAutomationsWoocommerce Sync for E CommercePassword ManagerPaypal, Stripe & World Pay SyncsWebsite Connector-API ConnectorWordPress Utilities Email Marketing Integrations-Mail Chimp, AWeber, ConvertkitAdvanced Import, Segmentation, Bulk & CSV TaggingAdvanced Invoices- Create super fast invoices Advanced Client PortalIntegrate SMS, Support Tickets, Website Contact FormsIntegrate Groove, Exit Bee, Registration Magic, Live strom, Membermouse
Advanced Business Dashboard
With our Expand Plan, analyse your revenue, fees, discounts, customers and more
Automate your Processes and tasks
In our “Expand Plan” you can create powerful automations
When a new contact, invoice, quote or transaction is created you can choose to assign that to an employee, add tags, send emails or sms and many more
Woocommerce Sync
With our “Expand plan” you can import your E Commerce orders in woo-commerce to TopGear CRM and create customer profiles for your customers. Managing and marketing using E Commerce will never be easier
Save Client Passwords
With our Accelerate Plan you can choose to save the passwords of your clients safely and access them when needed.
Paypal, Stripe and WorldPay Sync
With our “Accelerate Plan” sync your pay-pal, stripe and world pay transactions and track and manage them within TopGear CRM
Website Connector API
Connect your website with TopGear CRM using our “Expand Plan”
Wordpress Utilities
Connect with WordPress site and sync TopGear CRM with WordPress powered sites
Power up your Marketing with E Mail Marketing Integrations
Advanced Import, segmentation
Using our “Accelerate Plan” deploy advanced import of your contacts, Segment customers using advanced options and more
Advanced Invoices
Create Invoices Super fast using our advanced invoice itemiser. Create new invoices with ease and faster
Helping your visitors find what they are looking for as fast as possible is an important task. WIth the help of our built in Ajax-Search the sie is searched as the user types and the theme delivers beautiful small previews…
Advanced Client Portal
With Advanced client portal your clients can make payments online via paypal, see their tasks and more. Available with our “Accelerate Plan”
Integrate Website Enquiries, Send SMS
