Customer Relationship Management

Easily manage your customers and their contacts, create multiple contacts for your customers, and set proper permissions. The customer area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view.
Galatians CRM allows you to keep track of your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoices with different taxes based on items.
Create recurring invoices that will be re-created automatically without you lifting a finger, based on the specified period for the recurring invoice. The period time could be days, weeks, months, or years.
Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period time could be days, weeks, months, or years
Create an estimate within minutes, send it to your customers and wait for them to accept, add notes for better organization of your next actions, create reminders. Ability to automatically convert an estimate into an invoice after a customer accepts.
Create good-looking proposals for leads or customers and increase sales. Receive notifications when proposals are accepted/declined and auto-send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.
Receive payments from Walletdoc, Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money, and Braintree, we have implemented payment gateways that are available in most of the countries.
Manage projects and track time spent on projects for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.
Create milestones for projects and track time spend based on milestones. Ability to Drag and Drop tasks between milestones.
Yes you can upgrade your plan at any time, on your renewal you can downgrade your package as well.

Data Syncing

Leads or potential clients are a really important part of any company. Every company is trying to get new leads. Manage potential customers who ask for specific services that your company offers by managing the leads with data-driven decisions. With Galatians CRM you will never forget your potential clients and you will be able to manage all of them in one place. 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 kanban view. Ability to auto import leads from emails and web to lead forms, import leads from multiple sources.
Create unlimited web-to-lead forms and embed them into your landing page or website. This feature allows you to import leads into Galatians CRM from form. Use the web to lead forms to gather potential clients’ information, allow them to request quotes directly from your website.
You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have a clear view of all your company contracts in one place. You won’t need to search your desk for documents. Create PDF contracts and send them to your customers from Galatians CRM. Contract overdue reminders available.
Great support ticket system with autoresponse, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accessing the client portal.
Assign your staff to specific departments and ability to auto import tickets by department email.
Custom fields can store extra information for customers, leads, tickets, invoices, companies, estimates, and more.
Set up staff reminders for staff members with the ability to notify by email and built-in. Reminders are available for important features.
Style the CRM to your company branding with the powerful theme styling feature. To fit best for your needs create custom.css and add your own styles.
Create private or public events. Receive notifications when an event is coming up with built-in emails.
You can re-organize the admin main menu and the setup menu in a few seconds, you need only to login into your admin area. No coding is required. Add/Remove icons to fit your needs.

Business Automation

Setup predefined email templates from a text editor. Merge fields available and multi-language options are available.
You can give staff specific permissions on what they can do or can’t do. Role permissions can be overridden for each staff member on an individual-based role approach.
Set up goals and tracking achievements. Use the Goals Tracking feature to keep sales goals in mind.
Every staff member can have their own personal to-do dashboard which will allow your staff member to easily organize their work.
Manage all your staff members from one place.
Share great company events, upload documents, internal employee communications.
Assign tasks to multiple employees, add task followers, task comments allowed, task attachments. Link tasks to Galatian CRM features and stay organized.
Create tasks that will be auto-created for a given period.
Create surveys with one click. Send to staff, leads, clients, or manually created mail lists. Increase customer retention via built-in Surveys.
Reports
Sales
Expenses Report
Reports by customer
Custom date picker
Leads Conversions
Knowledge base articles (Track if your article is useful to clients, improve text based on votes)

Galatians CRM Utilities

Add knowledge base articles from a text editor. “Did you find this article useful?” vote included in clients area.
Upload files into the media library. Each staff member that is not an admin has their own folder for uploading files.
We set up an auto backup every hour to prevent losing your important data.
Galatians CRM encrypts all sensitive data in the database with unique encryption keys. Encryption performed on email passwords, API keys, API passwords, etc.
Galatians CRM is using serverside data tables to perfectly handle large databases.
Galatians CRM is fully responsive. You can easily access your data from mobile or tablet.
Google reCaptcha available for admin login, customer login, and customer register area.
To prevent editing the core files we created action hooks for some important functionalities. Send us an email if you want us to include another action hook based on your needs.
Track all staff activity. Adding new items, creating, deleting.
Galatians CRM is really flexible, we have included options that will make Galatians CRM fit for your company requirements. Hundreds of options included overwriting language text, for more advanced users custom CSS file to change any styles you want, edit VIEW/HTML files without the need to worry when performing an upgrade, and even action hooks.
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Securely Coded

We keep everything moving securely and ensure that you get to use a flawless system.

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Mobile Friendly

Get your Staff and Clients using it anywhere anytime.

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Product design

We’ve covered all business cases to ensure that Galatians CRM works for any business.

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ScalabilityTrending

We have every area covered and can help you scale to your businesses full potential.