Leads Management
With the simple Kan Ban you can keep track of leads and easily follow their progress. Attach files, convert the lead to customer, auto import leads from email or webform, leave notes, leads value and more.
CRM – Automate & Social Integration
All-in-One CRM for Leads, Clients & Sales Automation
Manage leads, customers, SMS, email, calls & follow-ups in one place, with social media integration, automated workflows and a custom CRM setup tailored to your business.
Custom CRM setup tailored to your business
- Manage leads, customers, SMS, email, calls & follow-ups
- Social media integration & automated workflows
- Custom CRM setup tailored to your business
Integrations
Bookkeeping & social leads, built in
XDEYE Digital CRM features an exclusive integration with bookkeeping software’s QuickBooks, FreshBooks, Xero, and Sage!
Social Media Lead & Messaging Integration – Connect all your social media leads and messages directly into XDEYE CRM for a unified customer experience.
Easily sync your accounting data, streamline invoicing, and manage finances seamlessly, all within your CRM and our plugins (No Zapier Required).
Features
Everything your team needs in one CRM
Project Management Tool
Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by appointed project members.
Record Expenses
Record company expenses. Set up recurring expenses, which will automatically be created after the specified period. The period time could be days, weeks, months or years, the ability to set the costs billable to customers.
Create Estimates
Create an estimate within a minute. Sent to your customers and wait to accept. Ability to auto converts the estimate to invoice after the customer receives it. You customers can view and make actions the forecast even without login or through the user portal.
Manage Contracts
Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers.
Fully Customized
Available Custom fields for most of the important features. You can add custom fields to PDF invoices, estimates etc...
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