KeepXO Staff Manager

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****** The first and KeepXO Staff Manager in the AppStore & APlayStore***Software should be customer focused and KeepXO does that with a powerful support system that helps you quickly track and resolve issues through the built-in customer ticket and reminder system.
Assign reminders to yourself, one or multiple staff members, and with a single click, reminders can be sent to email and in-app notification systems.
These features and more can take customer satisfaction to the next level.Features----------* Manage and invoice projects with the powerful Project Management Feature.* Link tasks to many KeepXO features and stay organized.* Build professional, great looking estimates and invoices.* Powerful support system with ability to auto import tickets.* Track time spent on tasks and bill your customers.
Ability to assign multiple staff members on task and track timer per assigned staff.* Add task followers even if the staff is not project members.
The staff member will be able to track the task progress without accessing the project.* Keep track of leads in one place and easily follow their progress.
Ability to auto import leads from email, add notes, create proposals.
Organize your leads in stages and change stages easily with drag and drop.* Create good looking proposals for leads or customers and increase sales.Record your company/project expenses and have the ability to bill to your customers and auto convert to invoice.* Increase customer retention via built-in Surveys.* Use the Goals Tracking feature to keep sales goals in mind.* Create announcements for your staff members and customers.* Use Contracts feature to lock in current and future sales.* Custom fields can store extra information for customers, leads and more.* Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.* Great looking calendar for each staff member based on staff permissions.* Follow ups, reports, notes, files and many more features.Integrations-------------* Email Marketing & SMS Marketing Integration* Social Media Login - Register and Log-in using social networks* Facebook Pixel - Pixel integration* Zoom Meeting Manager* Zapier Integration* Mailwizz Integration* SendinBlue SMS notification* Indiamart Leads Integration* Telegram Notification Module* integration with LexOffice* WhatsApp Business IntegrationKeepXO is ideal for: Dashboard Features:---------------------------------------------------- Account Planning - Strategic planning for your clients- Timesheets Employee Monitoring Work Routes Maps GPS- Appointments, Google Calendar and Outlook Calendar- Chat online Employees/Groups/clients- HR Payroll Management- HR Records Management- Assets Management-Organize- Manufacturing Management- Inventory Management- Purchase Management- Supplier Management- Sales Agent Management- Fixed Equipment Management- Team Password share passwords, credit cards, email- Export Customer Details (KYC Compliance)- Multi-Page Web to Lead Form Module- Two Factor AuthenticationFeatures Payments:-----------------------QuickBooks - Synchronize Invoices, Payments and Expenses-XERO - Synchronize Invoices, Payments-ACH payments Services Gateway-SAGE® Module Gateway-Skrill Payment Gateway-Aircall.io ® Payment Gateway-Mercado Pago Payment GatewayNote: In-App subscription option will auto-renew on a monthly basis.
Payment will be charged to iTunes Account at confirmation of purchase.
Subscription automatically renews unless auto-renew is turned off at least 24-hours before the end of the current period.
Subscriptions may be managed by the user and auto-renewal may be turned off by going to the user’s Account Settings after purchasePrivacy Policy: keepxo.com/privacyTerms of Use: keepxo.com/terms