Manage Customers, Projects, And Create Invoices In The Cloud

Convert more leads, engage with customers, and grow their revenue.
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Generate, organize, and manage leads with ease

With the simple KanBan, you can keep track of leads and easily follow their progress. Attach files, convert the lead to customer, auto import leads from email, create proposals, leave notes.

Smart web forms for lead generation

Never miss out on any high-intent lead visiting your website.

Discover new leads from Facebook

Generate quality leads from Facebook and have all your lead information synced in your CRM

Send Surveys to leads and customers

Create surveys and impress your customers. Add your question and improve your company productivity. Ability to send surveys to leads/customers/staff members and manually created mail lists.

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Team Collaboration Using LeCRM

LeCRM built to facilitate communication with your customers as well as your own team. Help your team stay connected with realtime sales updates.

Sales collaboration through chat

The best way to connect and interact with your staff colleagues and connected clients, you can offer communication directly as well as build trust and increase staff loyalty.

Offers options to create chat groups, connect with clients, export conversation, delete the conversation, and even create tickets form the client’s conversations.

Tagging—teammates and keywords

Create discussion or support topics, when using @ to mention someone or using # to mention tasks, projects, invoices, payments, supports, …

Project Management

Manage and invoice projects with a powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project members.

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Account Planning

A strategic account planning tool, which, through a customer-centric approach to identifying priority accounts capturing and analyzing critical information, allows you and your staff members to develop a strategy to expand and grow existing customer relationships.

It creates a complete plan, with plenty of useful information through available options and data, separating them under four basic sectors for every plan: Due Diligence / Team Information / Service Ability Offering and Project Planning.

It also uses MindMap, based on GOJS, in order for staff members to be able to create a visual approach of their strategy, along with Handsontable which helps with data entry and logs staff member’s activity inside Activity Log.

securityWe keep your data secure

Data Encryption In Transit and At Rest

LeCRM supports the latest recommended secure cipher suites and protocols to encrypt data in transit. Customer data is encrypted at rest.

We work hard to maintain best practices for encryption and disable support for older encryption standards that are no longer considered strong. This is one reason that we drop support for older browsers aggressively.

Access control

You choose who to invite to your account and the permissions they have. Our team does not have access to login to your account. On rare occasions, it may be that we can better assist in investigating a problem you are having with LeCRM if we can access some part of your data in a readable form. We would always ask your permission before taking this action and the process requires authorization and co-ordination across multiple personal and security layers internally.

Backup and availability

Our systems automatically replicate your data across multiple locations in real-time to maximize availability. Data is also constantly backed up to ensure we can restore access to your data and the service in the unlikely event that the data replicas in all locations fail at once. Our monitoring alerts us to any trouble and we have staff on-call at all times to quickly resolve unexpected incidents.

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SupportSupport your community

Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.

Client area for your customers
  • Offer quotes and invoices to your customers
  • Share files with them
  • Simplify customer support
  • Inform your customers of the evolution of their requests

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Integrate with your favorite products

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Starter
199 Dhs / Month
  • PROJECT & TASK MANAGEMENT
  • CUSTOMERS
  • ESTIMATES & EXPENSES
  • PROPOSALS
  • CONTRACTS
  • LEADS MANAGEMENT
  • SUPPORT SYSTEM
  • KNOWLEDGE BASE
  • SURVEYS
  • MAILBOX
  • SALES
  • CUSTOM FIELDS
  • REPORTS
Professional
399 Dhs / Month
  • EVERYTHING IN STARTER
  • CUSTOM EMAIL & SMS
  • EMAIL BUILDER
  • LIVE CHAT
  • ACCOUNT PLANNING
  • HR MANAGEMENT
  • PURCHASE
  • FACEBOOK LEAD INTEGRATION
  • WORDPRESS PLUGIN
  • SALES COMMISSION *new*
Enterprise
599 Dhs / Month
  • EVERYTHING IN PROFESSIONAL
  • RECRUITMENT
  • WOOCOMMERCE INTEGRATION
  • INVENTORY
  • API
  • ZOOM MEETING
  • TEAM PASSWORD *new*
  • ANDROID APP
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Get Started With LeCRM by TrackoTech

LeCRM is a complete CRM platform with all the tools you need to grow better — whether you want to increase leads, accelerate sales, streamline customer service
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