CRM & Project Management System - client relationship management software

  • The most complete and easy to use Invoice, Customer and Project management system available for companies and freelancers. Features rival some of the other biggest software providers on the market.
  • Manage your customers and business the smart way.

Features Spotlight

  • Leads, Customers, Jobs and Invoices: keep track of all your small business information in one easy to use location. Let customers login to see the status on their jobs and invoices.
  • Custom Data: build your own forms and tables in GCM with no programming. Store data your way. Let customers access this data. Great for storing additional information against customers.
  • Encrypted Fields: uses industry standard PGP/RSA cryptography to keep sensitive data safe. Decrypted text never hits the server. Store things like customer FTP details without worrying about database breaches.
  • Email Support Tickets: customers can email or fill in a support form. Ticket gets created within GCM. Staff can reply to the ticket from GCM or from email. Customer can reply to ticket from GCM or email. History of ticket emails kept in GCM.
  • Subscription Billing: create a subscription for your customers. Set and forget. Customer will be emailed an invoice automatically, and automatic overdue notices if they do not pay.
  • Plus much more features!

Features: The full list

CRM Customer Management: Manage your customer database in this easy to use CRM. Store, search and group customers. Import from CSV. Keep private notes. Multiple contacts per customer.
   CRM Website Management: Record customer website details. Keep FTP passwords, notes and website history all in one place. Link Jobs and Invoices to websites.
CRM Jobs: Link Jobs to Customers and Websites. Send Job Quote to customer for pre-approval. Customer can track Job progress. Add Tasks to Jobs.
   CRM Invoices: Generate PDF invoices, email invoice to customer straight from system. Mark when invoice is paid. Overdue notices. Part payments & invoice merging.
CRM Income & Expense: Track your income and expenses. Estimate your monthly income. View historic financial data. Schedule recurring bills. Reminders and budgeting.
   CRM File Uploads: Customers and staff can upload files. Tag image files with comments. Email alerts on file uploads. Assign files to customers/jobs.
CRM Online Payments: Receive payments on invoices via secure PayPal, Google Checkout or Stripe. Invoices marked as paid upon successful payment. Part payment on invoices. Payment history. Payment receipt.
   CRM Membership Subscriptions: Manage members from your group or club. Get alerted when members subscription is due for renewal. Generate invoice and receipt for membership subscription.
CRM To Do List: Dashboard overview showing your TODO items (such as upcoming jobs, invoices that haven’t been sent, tasks requiring admin approval, new file uploads).
   CRM Mobile Device View: Want access to the GCM on the road? This system comes with a cut down mobile friendly view. Try it from your phone to see! You can also disable the “mobile view” and use the standard responsive layout if you wish.
CRM Customer Signup: Customers can sign up using a form on your website. Default jobs are created against the new customer ready for quoting.
   CRM Job Task Discussions: You can email a Job to a Customer from within GCM. The email contains a special link the Customer can click, and then add comments to any Task in the Job. Great if you need feedback on quoted items or half completed Job Tasks.
CRM Automatic Overdue Emails: Choose an Invoice Due Date and GCM will email automatic PDF overdue notices if the invoice hasn’t been paid.
   CRM Internationalization: Support for multiples currencies & tax rates. Full language translation file available. Different staff/customers can have different UI languages.
CRM Custom Fields: Create your very own custom fields through out the system. eg: Store the customers favorite color or birthday, record an invoice purchase order # or external job ID. Custom fields are also made available within templates and emails.
   CRM Import & Export: Import and Export information from the system in CSV format. Preview import before it occurs. Import data into specified groups for easier sorting.
CRM Fine Grain Permissions: Security and permission options to control which users/customers have access to which features. Create, edit, delete and view. Limit staff to assigned jobs and more.
   CRM Renewable Jobs & Invoices: Track Jobs and Invoices that repeat (eg: website hosting). Ability to modify a Job/Invoice after it renews. Dashboard reminders when ready for renewal. Specify renewal period (eg: 7 days, 1 year).
CRM Staff/Customer Login: Customers can login to view their information and perform restricted actions. Multiple staff accounts. Control permissions & view login history.
   CRM Quick Pin/Bookmark: Have lots of customers? Working on a particular Job all the time? Bookmark it to the main menu for quick access anywhere in the system.
CRM Theme Editor: Comes with a basic theme editor. Control the system colors and layout without editing the CSS file. Advanced changes via CSS files welcome too!
   CRM Template Editor: WYSIWYG editor to control many templates through out the system. Email templates, invoice templates, thank you messages and more!
CRM Knowledge Base / FAQ: Have a list of Frequently Asked Questions display before a customer submits a support ticket. Group questions by product.
   CRM Credit Notes: Raise a Credit Note against an existing invoice. Send the Credit Note as a PDF to the Customer.
CRM Job Tasks: Add new Tasks to Jobs. Assign individual Tasks to staff members. Track how many hours are spent on each task. See if staff spend more than quoted time on a Job Task.
   CRM Job Deposits: Collect deposits before commencing work on a Job. Deposit is subtracted from final invoice amount.
CRM Custom Data Forms: Build your own database forms with no programming knowledge. Create encrypted fields, file uploads, text areas, nested lists, radio buttons and more!
   CRM Session Management: The GCM system will show a list of active user sessions and allow the administrator to terminate any active user sessions. This is a great security feature incase you forget to log out on another computer.
CRM Change Request: Customers can “click & point” on any part of their website and request a change (eg: make the logo bigger). Change Requests appear within GCM for tracking and billing. Restrict number of changes.
   CRM Email Newsletters: Send bulk email newsletters to groups within your system (eg: Customers, Members, Recently Completed Jobs). Template editor. Bounce, unsubscribe and link click tracking.
CRM Email & Web Support Tickets: Fully functional email support tickets. Import mail via POP3/IMAP. Create ticket numbers. Autoreplies. Assign tickets to support staff members. Reply via email or web.
   CRM Encrypted Fields: Using industry standard RSA/AES technology you can encrypt and decrypt sensitive data (eg: website FTP details or control panel login information). With client side cryptography the sensitive data never even leaves your computer.
CRM PDF Invoicing: Convert invoices into PDF documents. Email PDF Invoice to your customer straight from the system. Full control over invoice template layout. Send PDF invoices marked as “overdue” or “paid” as well.
   CRM Task Timer: Create a Customer Job, add some Tasks to the Job, click the “start timer” icon and away you go. Option to run multiple task timers at once. See active timers from any page within the system.
CRM Automatic Invoice Renewal: Choose an Invoice Renewal Date and GCM will email automatic PDF invoice renewals and overdue invoice reminders. Cool!
   CRM Automatic Subscriptions: Create Subscriptions (eg: 6 Months Website Hosting) and assign them to Customers. GCM will automatically generate an email a PDF invoice to the Customer, and follup up with overdue notices when needed.
CRM Calendar: A great easy to use Calendar for organising your business. Similar to Google Calendar. Create events, assign Customers and Staff members.
   CRM Custom Data Forms: Build your own database forms with no programming knowledge. Create encrypted fields, file uploads, text areas, nested lists, radio buttons and more!

How it looks like: Client Management Software

Client Management System

  • See screenshots below to see the type of system that you'll be getting.

Contact Me for a No-Obligations, Care-free, Consultation

  • I will give a listening ear to advise you how to move forward with your business idea and technological implementation and if it's possible to get a Government grant for your idea. Mobile: 91097721 (Khan) (Singapore-065), Email: khan@getcha.com