Welcome to NeerSoft CRM - Roadmap. Tell us how we can take this app to the next level.
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Internal Knowledge Base
Build internal knowledge base for teams. It would be helpful to store SOPs, client-specific notes, templates, FAQs, and training documents directly inside the CRM. Having this information in one place would make onboarding faster, improve team collaboration, and reduce the need to switch between multiple tools.
Completed
Google Calendar Integration
Integrate Google calendar to schedule meeting without leaving the CRM. This feature helps to create Google meeting for a client from CRM itself.
Completed
Task / To Do list for Deal
Create tasks/ or to do list to track deal related work performance. Assigned tasks should be visible to all staffs in their own dashboard.
Team Inbox
Team Inbox is i think essential feature. Generally we required centralized communication in CRM. Please check if it can be done?
Completed
Add Email Notification to customers
For important notifications like Invoice or Quote - Add option to send PDF directly to clients.
Completed
Invoice and Estimate
Add feature to generate estimate and invoices if deal closed/Won. This feature help us to send proposal from CRM itself without switching to Accounting software.
Completed
Add recurring service feature
Add recurring services to each customers, so it will easy track renewal and overall income in CRM.