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Done IT

11-2019 - 04-2020
United States
Financial Services
Web Development
WeeTech Solution Pvt Ltd Img

Description

A one man shows a CRM with a vision to help a serviceman (e.g. an electrician, a gardener, a plumber, a house contractor etc.) to manage his clients and increase his revenue by improving his service to his clients. The application helps him avoid losing clients, potential clients, and deals as well as manage the communication with his clients regarding follow-ups, invoices, billings and payments.

Challenge

Creating an intuitive CRM system tailored for individual service professionals while ensuring seamless integration of client management, invoicing, and follow-up processes.

Solutions

We built a cloud-based CRM platform with a simple interface for managing clients, scheduling follow-ups, and tracking payments. Automated reminders and invoice generation features were integrated to streamline workflows and enhance client retention.

Impact

Done IT helped service professionals increase revenue by streamlining client management and improving communication, leading to higher client retention and better business organization. The platform also simplified invoicing and payment tracking, saving time and reducing errors.

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