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Elevate your business management with Lifetime CRM, a comprehensive and self-hosted Customer Relationship Management software. Designed to cater to a wide range of businesses, from companies to freelancers, Lifetime CRM stands out with its clean and modern design, enhancing your professional appeal to customers while simultaneously boosting business performance.

Key Features:

  1. Project Management: Efficiently manage and invoice projects with a robust project management feature.
  2. Task Management: Organize tasks, link them to various CRM features, and track progress seamlessly.
  3. Estimates and Invoices: Create professional-looking estimates and invoices with ease.
  4. Support System: A powerful support system with auto-import tickets ensures quick issue resolution.
  5. Time Tracking: Monitor time spent on tasks and bill customers accordingly.
  6. Lead Management: Keep track of leads in one place, with tools for auto-importing leads, adding notes, and creating proposals.
  7. Proposals: Generate attractive proposals to leads or customers to boost sales.
  8. Expense Tracking: Record company/project expenses and bill them to customers.
  9. Surveys and Goals Tracking: Enhance customer retention and keep sales goals in focus.
  10. Custom Fields and Payments: Store additional information and receive payments through various gateways like PayPal and Stripe.
  11. Theme Styling: Customize the CRM to match your company branding.
  12. Comprehensive Calendar and Reports: Stay organized with a detailed calendar and generate insightful reports.

Lifetime CRM is not just about managing customers; it's about providing a complete suite to handle various aspects of your business. From tracking and resolving issues via an integrated ticket system to setting reminders, creating announcements, and managing contracts, Lifetime CRM covers all bases. It's designed to be flexible, fitting a wide range of applications, and comes with a plethora of configurable options.

Additional Highlights:

  • Online Payments: Supports multiple gateways for global transactions.
  • Responsive Design: Access your CRM conveniently from any device.
  • Data Encryption: Ensures the security of sensitive information.
  • Customizable and Extendable: Offers extensive customization options, including third-party modules.

Whether you're looking to streamline your business processes, enhance customer relationships, or boost your sales, Lifetime CRM provides the tools and flexibility needed for success.


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Explore the demo  for a deeper understanding of what Lifetime CRM can do for your business.

Enhanced Customer Interaction and Management:

  • Customer Portal: Provide your customers with a dedicated portal, offering a clear view of all financial interactions with your company.
  • Recurring Invoices and Expenses: Automate the creation of recurring invoices and expenses, saving time and ensuring consistency.
  • Estimates and Proposals: Quickly create and send estimates, and track their acceptance. Generate engaging proposals to increase conversion rates.

Efficient Project and Task Handling:

  • Project Tracking: Manage projects with detailed tracking of time spent by each staff member, including expenses and invoicing.
  • Milestones and Tasks: Set milestones for projects and manage tasks effectively, with the ability to drag and drop tasks between milestones.

Lead Management and Conversion:

  • Web to Lead Forms: Create custom forms to capture leads directly from your website, streamlining the lead generation process.
  • Lead Organization: Manage all your leads in one place, with easy tracking and progress monitoring through a drag-and-drop interface.

Comprehensive Support and Customization:

  • Ticket System: A robust ticket system with autoresponses, private notes, and predefined replies enhances customer support.
  • Custom Fields: Tailor the CRM to your specific needs with custom fields for various entities like customers, leads, and tickets.
  • Theme Styling: Personalize the look and feel of the CRM without coding, ensuring it aligns with your brand identity.

Advanced Features for Team Collaboration and Efficiency:

  • Staff Roles and Permissions: Assign specific permissions to staff members, ensuring efficient and secure operations.
  • Goals Tracking and Personal Todo: Set and track business goals, while allowing staff to manage their tasks effectively.
  • Company Newsfeed and Events: Keep your team informed and engaged with a company newsfeed and event notifications.

Security and Accessibility:

  • Data Encryption: Sensitive data is encrypted in the database, ensuring high levels of security.
  • Responsive Design: Access the CRM on any device, ensuring flexibility and mobility.
  • Google reCaptcha: Enhanced security for login and registration processes.

Extensibility and Customization:

  • Third-Party Modules: Expand the functionality of Lifetime CRM with a range of third-party modules.
  • Action Hooks and Activity Log: Customize functionalities without editing core files and track all staff activities for transparency.

Lifetime CRM is not just a tool; it's a comprehensive solution designed to streamline your business processes, enhance customer relationships, and drive growth. With its extensive features, customizable options, and user-friendly interface, Lifetime CRM is the perfect choice for businesses looking to take their operations to the next level.

Explore more about Lifetime CRM and how it can transform your business.


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