Client Relations Management CRM

Client Relationship Management CRM

Manage Your Business In One Place.

Stop wasting time switching between different apps to manage your business. Start using INNOVATE CRM SaaS to manage your business in one place. CRM, Invoicing, Contracts, Finances, and Employee management in one place.

 

  • ­Best Tool for overloaded businesses looking to save time and money managing all their tasks from one central platform
  • ­Manage contracts, sales pipelines, proposals, contacts, projects, finances, and teams all in one place
  • ­Create invoices and estimates while tracking expenses and accepting online payments from one dashboard

 

INNOVATE CRM organizes your processes, making it easy to manage clients and leads with a white-labeled client portal for each client.

Add clients and leads with the built-in CRM or quickly import them through INNOVATE CRM integrations with other CRMs. You can even create multiple sales pipelines right from INNOVATE CRM.

INNOVATE CRM works seamlessly with HubSpot, SendFox, Asana, Plutio, Active Campaign, Freedcamp, Freshbooks, Xero, Quickbooks, Zoom, Mailshake, and more.

The platform even offers Zapier, custom webhooks and API, and Integromat integration, plus unlimited custom fields for accounts and contacts to store all your lead data in one place.

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INNOVATE CRM SaaS

INNOVATE CRM SOLUTIONS

  • Manage Contacts & Accounts With Easy To Use CRM
  • Deliver Projects On Time
  • Stay On Top Of Your Finances & Get Paid Faster
  • Manage Your Employees
  • Time Tracking Made Easy
  • Create Professional Contracts
  • Create Professional Proposals

INNOVATE CRM SOLUTIONS

  • Manage Tasks
  • Start Selling Products Online
  • Insightful Reporting
  • Create Public Forms
  • Onboard Clients With Onboarding Flows
  • Run Your Business On Autopilot with Workflow Automations
  • Payment Gateway Integration PayPal & Strip
  • Mobile App FOR IOS and Android For Admin Use
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