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Main features
Business tools to help you keep track of leads
Join the thousands of satisfied users and take your business to the next level. Trusted by over 500 startups.
Accounting & Bookkeeping
This module helps in relieving the burden of manual data entry, prevents common human errors, helps businesses and accountants when tax time comes around and allows the user to look at in-depth reports of how their business’ finances are faring. Perhaps the biggest advantage of this module is all of the time it will save. With this module, all of their financial reports will be consolidated into one online system, making it easier to keep track of their records. An accounting module for businesses offers the ability to automate many processes which will not only save time but will also ensure accuracy and efficiency with one’s financial reports.
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Project Management
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 assigned project member. Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.
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Invoices, Receipts & Payments
BusiCAD allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item. Create recurring invoices that will be re-created automatically without you lifting a finger, based on the specified period for the recurring invoice. The period time could be days, weeks, months or years. Customers can pay you via Cash, Paypal, Pesapal, Mollie, PayU Money and Stripe. Auto generated PDF after each recorded payment.
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Customers
Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view.
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Leads Management
Leads or potential clients are a crucial aspect of any company. Every company strives daily to acquire new leads. It often happens that a potential client calls and requests a specific service that your company provides, and sometimes this is overlooked. With BusiCAD, you will never forget your potential clients, allowing you to manage all of them in one place. Please keep track of leads in one location and easily monitor their progress. You can automatically import leads from email, add notes, and create proposals. Organize your leads into stages and easily change stages with drag and drop functionality. The ability to automatically import leads from emails and web lead forms, as well as from .CSV files, is also included.
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Creating Estimates / Quotes
Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.
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Creating good looking proposals
Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.
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Record Expenses
Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.
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Support & Ticketing Tool for your clients
Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.
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