CRM &
Project Management
This is a powerful and flexible project management and customer relationship management (CRM) software designed to help businesses streamline their operations. It offers a comprehensive suite of features for managing clients, projects, sales, support, and teams, enhancing efficiency and productivity.
Cloud Converge offers powerful features to streamline your workflow and drive success. Here are the key tools designed to help you achieve your goals efficiently
Manage Task
- Develop a structured roadmap to achieve project goals efficiently.
- Assign tasks, collaborate, and monitor progress seamlessly.
- Add comments, mentions, and notifications for better communication.
- Set up recurring tasks for streamlined workflow management.
Activity Logs: Ensure transparency, accountability, and efficient monitoring.
Track team activities & follow-ups
- View historical changes.
- Get real-time project updates.
- Manage Label
- Add Ticket/ Task
- Send Reminders
Stay Focused on What Matters
- View only relevant tasks.
- Create and save custom filters.
- Apply saved filters with one click.
- The system remembers your preferences.
Enhanced Project Management Tools
- File Management
- Notes & Comments
- Feedback & Progress Tracking
- Task Cloning for Efficiency
Client Management
By converting leads into clients, you can expand your customer base and create additional sales opportunities.
Effortless Client Management
- Handle support tickets seamlessly.
- Auto-generate tickets from emails.
- Get instant on-screen & email notifications.
- Send automated replies with predefined messages.
- Use embedded forms to collect external tickets.
Streamline Your Sales Management
- Invoices: Send invoices & accept payments online/offline.
- Recurring Billing: Automate recurring invoices.
- Credit Notes & Multi-Currency Support.
- Subscriptions & Orders: Boost sales with seamless processing.
- Proposals & Estimates: Create, send, and track estimate requests.
- Lead Management: Convert prospects into customers efficiently.
Project Management
Streamline your projects with structured workflows, real-time tracking, and collaborative tools.
Orders
Streamline online orders for projects, services, and products.
- Simplified client ordering process
- Reduced order processing efforts
- Convert orders into invoices or projects easily
Invoice Management
Easily send invoices to clients and receive online payments.
- Supports recurring invoices and credit notes
- Multi-currency compatibility
Payments
Accept remote payments from clients in multiple currencies.
- Online and offline payment options
- Enable or disable partial payments
- Auto-update invoices and notify clients
Subscriptions
Automate invoicing and payments with seamless subscription management.
- Stripe and internal app subscriptions
- Automatic payment capture
Enhance
Productivity
Follow up
Profit & Loss
Branding &
Personalization
Timesheets
Efficiently manage project planning and cost monitoring with timesheets.
- Track time spent on individual tasks.
- Monitor team members' time logs.
- Seamlessly send timesheets to clients for transparency.
Never Miss a Deadline
Effective planning lays the foundation for a successful project.
Key Features:
- Milestones & Gantt Charts - Visualize project progress and timelines.
- Chat & Messaging - Streamline team communication.
- Knowledge Base - Centralized access to essential project information.
Enhanced Client Visibility
Control what your clients can access with customizable permissions:
- Projects, Tasks, Announcements, Notes, Event Calendar, To-Do Lists, Reminders, and more.