Office viTTeck CRM

Boost your businesses operational model

Manage Customers, Projects, And Create Invoices In The Cloud
Office viTTeck is a great fit for almost any small business, freelancer or many other uses. With its clean and modern design, it helps you look more professional to your customers and help improve business performance at the same time.

Client: viTTeck Agency
Website: vitteck.com
Services: WEB APP DESIGN, UX, DOC, MOBILE APP

01. Our Process

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.

In a word of rapid start-ups and companies growth, it’s crucial to keep the overall business under full control, Office viTTeck does just that. It is a Customer Relationship Management (CRM) system that is aimed at small businesses and freelancers. Project management features let users track expenses and time spent on tasks, and bill their customers. It also provides the ability to assign tasks and track logged time.

02. Desktop Experience

CRMs need to focus on customers and Perfex CRM does that with a powerful support system that helps you track and resolve issues quickly via the integrated ticket system and customer reminders.

Assign reminders to yourself, one or many staff members and with one click, reminders can be sent to email and in-app notification system. These features and more can take customer satisfaction to the next level.

Managing customers is important and Office viTTeck helps in several ways:

  • Manage and invoice projects with the powerful Project Management Feature.
  • Link tasks to many CRM features and stay organized.
  • Build professional, great looking estimates and invoices.
  • Powerful support system with ability to auto import tickets.
  • Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
  • Add task followers even if the staff is not project member. The staff member will be able to track the task progress without accessing the project.
  • Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop.
  • … and much more

03. Mobile Solutions

In addition to being fully responsive, You can easily access your data from our android and IOS mobile apps for an even better user experience.

04. Other Features and benefits

Explore the awesome Office viTTeck features that will help you get your business to the next level.

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.

Invoices
Office viTTeck 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.

Recurring Invoices
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.

Recurring Expenses
Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period time could be days, weeks, months or years

Estimates
Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.

Proposals
Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.

Online Payments
Receive payments from Paypal, Stripe, and monetbil, we have implemented payment gateways that are available in most of the countries.

Projects
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.

Milestones
Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones.

Contracts
You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place. You wont need anymore to search in your desk documents. Create PDF contracts and send to your customers from office viTTeck. Contract overdue reminders available.

Tickets
Great support ticket system with autoresponse, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accesing the client portal.

05. Boost your business model

Growing business quickly faces overload control and management issues. Managing the business staff, projects, customers, proposals, invoices, tasks, leads, and sales is no more complex with Office viTTeck.

Client: viTTeck Agency
Website: vitteck.com
Services: WEB APP DESIGN, UX, DOC, MOBILE APP
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