Features of Thulo Cloud CRM

Customer Management

Effortlessly manage all your customer information with Thulo Cloud CRM. Create comprehensive profiles for each customer, including multiple contacts and permission settings. Each customer has a dedicated, secure portal where they can view all their financial interactions with your company. This feature ensures that you have all customer details organized and easily accessible for better service and relationship management.

Leads Management

Keep track of potential clients and sales opportunities in one place. Import leads from emails or web forms, add notes, and create proposals directly within the CRM. Organize leads into stages and move them through your sales pipeline with a simple drag-and-drop interface. This helps you stay on top of follow-ups and improve lead conversion rates.

Sales Pipeline Management

Visualize and manage your sales process efficiently with Thulo Cloud CRM. Track the progress of leads and opportunities through different stages, ensuring that no potential sale is overlooked. The pipeline view helps you prioritize efforts and optimize sales strategies to close deals more effectively.

Invoices & Recurring Invoices

Generate and send professional invoices easily. Customize invoices with your business details, attach files, and send them directly to clients. Set up recurring invoices to automate regular billing, ensuring timely and consistent revenue collection with minimal manual effort.

Projects Management

Manage and track projects with comprehensive tools. Oversee project progress, assign tasks, track time spent, and record project expenses. Generate invoices based on project milestones and use Gantt charts to visualize project timelines and ensure timely delivery.

Customizable Dashboards & Reports

Gain valuable insights into your business with customizable dashboards and detailed reports. Track sales performance, expenses, and other key metrics to make informed decisions. Tailor dashboards to display the information most relevant to your business needs.

Email Integration & Templates

Streamline communication with built-in email integration and customizable templates. Automate correspondence with clients and leads, making it easier to send follow-ups, updates, and other messages. This feature enhances communication efficiency and ensures consistency in your messaging.

Payment Gateway Integration: Thulo Cloud CRM

Online Payments Integration

Simplify payment collection with support for various online payment methods like PayPal and Stripe. This feature allows clients to pay invoices directly through the CRM, facilitating smooth and secure transactions and improving cash flow.

Support Ticket System

Manage customer support efficiently with a robust ticketing system. Automatically create tickets from emails, use predefined responses, and link to knowledge base articles. This helps resolve customer issues promptly and improves overall support quality.

Estimates & Proposals

Quickly generate and send estimates and proposals to potential clients. Include detailed descriptions, attach relevant documents, and set reminders. Once accepted, estimates can be automatically converted into invoices, streamlining the quote-to-cash process.

Goal Tracking

Set and monitor your sales goals with the goal tracking feature. Track progress towards objectives and notify team members about achievements or areas needing improvement. This helps align team efforts with business targets and drive performance.

Calendar & Events Management

Keep track of important dates with a comprehensive calendar view. Manage company events, invoice due dates, contract expirations, and task deadlines. This feature ensures you stay organized and never miss critical deadlines.

Web to Lead Forms

Capture lead information directly from your website using customizable web forms. Embed these forms on landing pages to automatically generate leads in the CRM. This streamlines lead acquisition and helps you capture potential clients effortlessly.

Knowledge Base

Create and organize a knowledge base to provide self-service support to customers. Build articles on various topics to help customers find answers quickly, reducing the burden on your support team and enhancing customer experience.

Contracts Management

Manage and track contracts efficiently with features for creating, storing, and handling contractual agreements. Generate contract PDFs, set start and end dates, and receive reminders for expirations. This ensures that contract terms are met and compliance is maintained.

Tasks & To-Do Lists

Assign and manage tasks across your team with ease. Create to-do lists, add comments, attach files, and link tasks to various CRM features. This improves productivity and ensures that tasks are completed on time.

Customer Portal

Provide customers with their own dedicated portal to view and manage their financial information. The separate customer area enhances transparency and allows clients to access their data and interact with your company without needing admin access.

Custom Fields

Tailor data collection and management to fit your business needs with custom fields. Add and configure fields on documents such as invoices and proposals to capture specific information relevant to your operations and display it in the customer portal or tables.

Data Integration & Security: Thulo Cloud CRM

Data Encryption & Security

Ensure the protection of sensitive customer data with advanced encryption and security features. Encrypt all sensitive information, including email passwords and API keys, to maintain trust and comply with data protection regulations.

Integration Capabilities

Connect Thulo Cloud CRM with other systems and tools to streamline workflows and data sharing. Integration capabilities ensure that your CRM works seamlessly with other business applications, enhancing overall efficiency and productivity.

Features