CRM Software & Project Management

Take control of customers, sales, projects, billing, support, and internal operations with a powerful CRM platform from TRIMATRIK IT LTD. The system brings essential business processes into one centralized workspace, helping teams work faster, improve customer relationships, and make better decisions with real-time information.

• Project Management — Create and manage projects, assign multiple employees to tasks, monitor progress, track working hours, record project expenses, and invoice customers based on billable time or services.

• Professional Invoice Management — Create professional invoices in seconds, attach supporting documents, generate PDF invoices, email them directly to customers, apply item-based taxes, and configure recurring invoices from monthly to annual billing cycles.

• Estimate Management — Prepare and send estimates quickly, allow customers to review and accept them online, and automatically convert accepted estimates into invoices.

• Proposal Management — Build professional sales proposals using rich content such as formatted text, images, tables, videos, pricing information, and supporting materials. Customers can review and comment on proposals for easier discussion.

• Lead Management & Sales Pipeline — Manage prospects through an easy-to-use Kanban sales pipeline. Track lead status, add notes and attachments, create proposals, import leads from email, and convert qualified leads into customers.

• Expense Management — Record operational and project expenses, categorize costs, create recurring expenses, and mark expenses as billable to specific customers or projects.

• Payment Management — Record customer payments, manage multiple currencies, generate payment receipts, and support online payment integrations such as PayPal and Stripe where configured.

• Customer Support Ticketing — Manage customer support requests through a centralized ticketing system with priorities, statuses, staff assignments, attachments, private staff notes, automated responses, predefined replies, and knowledge-base integration.

• Knowledge Base — Build a searchable knowledge center for customers and employees. Publish guides, FAQs, troubleshooting information, and internal documentation while collecting customer feedback on article usefulness.

• Staff Task Management — Create tasks, assign multiple team members, add followers, define deadlines, attach files, maintain task discussions, and monitor completion from one place.

• Contract Management — Create and manage customer contracts, generate professional PDF documents, send contracts electronically, maintain contract histories, and set reminders before expiration dates.

• Customer Surveys — Create custom surveys and send them to leads, customers, staff members, or manually created mailing lists. Analyze responses to understand customer satisfaction and improve business processes.

• Advanced Calendar — View important business activities from one calendar, including meetings, company events, invoice due dates, estimate expiry dates, contract expirations, and task deadlines.

• Company Newsfeed — Improve internal communication by sharing announcements, company updates, documents, and important information with employees.

• Goals & Performance Tracking — Define business or team goals, monitor progress and achievements, and notify relevant staff when targets are achieved or missed.

• Custom Fields — Customize the CRM according to your business by adding additional fields to customers, leads, invoices, estimates, projects, and other important modules. Selected custom information can also appear on generated PDF documents.

• Business Reports & Analytics — Access reports covering sales, revenue, customer performance, products or services, lead conversion, and other important business metrics. Use custom date ranges to review performance over specific periods.

• Survey & Feedback Reports — Analyze survey responses and customer feedback to identify trends, service issues, opportunities, and areas for improvement.

Why Use CRM Software?

A centralized CRM reduces dependency on spreadsheets, scattered emails, notebooks, and individual employee records. Management gets better visibility into sales, projects, payments, customer communication, employee activities, and business performance while employees get a structured workflow for completing their daily responsibilities.

CRM Solutions by TRIMATRIK IT LTD.

TRIMATRIK IT LTD. can configure and customize CRM solutions according to your business workflow, including branding, modules, user roles, sales processes, reporting, integrations, automation, and additional custom features.

TRIMATRIK IT LTD. — Software, IT and growth — one team.