מערכת ניהול לקוחות Case-Stats

Manage your business wisely today!


# Customer management system:
- Opening a customer tab
-Add personal details of the customer
- Real-time customer update
- Sending documents to the customer
-Determining the status status of the customer
- Executive chat on each client
- Determining a manager and employees who take care of the client
- Determining tasks to perform on a client
-Send emails to the customer
- Open a username and password for the customer
-Send a digital signature to the customer
And a host of other options


# Job View:
KANBAN view
-Table view


# Projects Management:
- Opening a new project
- Update staff members on the project
-Collecting customer payments
-Add documents to the project
- Issuing invoices to the customer
-General update for some projects
-Determining project statuses
- Filter projects by date
- Project filtering by manager
-Send an SMS to the customer
- Creating milestones for the project
-Determining tasks for the project
And a host of other options

# Workers management:
-Adding new employees
- Management of permissions and access to employees
-Upload an image to an employee
- Defining an employee username and password
And a host of other options


#Statistics:
- How many new projects have been opened (today, week, month, year and more)
Closed projects (today, week, month, year and more)
- Some new customers (today, week, month, year and more)
- How many leads came in (today, week, month, year and more)
- How much income and expenses (today, week, month, year and more)
- Expect income and expenses
- Employee productivity
The number of employees in the office
And more information


# Live Updates!
Update on sending documents from customers
Update on sending messages from customers
Update team managers on customers
Update on new tasks
Update new customers


# Business Advertising!
Editing business details
- Raising the business logo
Uploading a portfolio
Landing page of the business for free!

# Client side!
- Customer can receive regular updates
- Customer receives emails
- Customer can send signed documents
- Customer can change username and password
And a host of other options


# Smart customer management in an easy and efficient way only at Keystone
Choosing a professional customer management system for your business brings a change in revenue and sales process
In front of customers but also in customer service.
It should be noted that the software is indeed updated and new and continues to develop new features at all times.
Do not be ashamed to ask what we are developing in the near future.


>>> Enter now and run your business in the best way!