CRM - Customer Management
Manage contacts, companies and business relationships. Complete history, documents, events and opportunity tracking.
Back to sectors Monthly performance
Sectors
Professional Services
Tools designed for professional service companies: client and project management, billing by services and hours, meeting scheduling and planning, employee control and time tracking, profitability reports by client.
LCRM Dashboard
+1000
Projects
Auto
Time tracking
Smart
Billing
ROI
Per client
System active
+1000
Projects
Auto
Time tracking
Smart
Billing
ROI
Per client
Optimized workflow
A streamlined process from start to finish
1
Lead capture
2
Quote
3
Project
4
Tracking
5
Billing
Key benefits
Project management
Complete project and task control
Hourly billing
Automatic billing for hours worked
Profitability
Profitability analysis per client
Included modules
Specific functionalities for this sector
Billing and Sales
Quotes, invoices, proformas, refunds and corrective invoices. Compatible with Facturae and multiple payment methods.
Calendar and Agenda
Event, appointment and task scheduling. Multiple views, event types and working hours management.
Human Resources
Time tracking, vacations, absences, schedules and approvals. Complete employee and work calendar management.
Reports and Analytics
Customizable reports, dashboards, interactive charts and data export.
Marketing
Dynamic customer segmentation, targeted campaigns and intelligent tagging for effective commercial actions.
Ready to digitize your business?
Request a personalized demo and discover how LCRM can help you.