Remember the joy of setting up a play shop in your backyard or dreaming about having your own big store one day? WealSmart CRM is like a magical toy box that turns those dreams into reality! Whether you're thinking about a tiny lemonade stand or a huge toy shop, WealSmart is your friendly helper, making every task feel like playtime. It's designed to be easy and fun, just like playing with your favorite game. Now, imagine a place where business meets adventure. With WealSmart CRM, every click feels like discovering a treasure, every chat is like talking to your best playmate, and every task is a new game to enjoy. Plus, if you ever have questions, our WealSmart helpers are here, ready to guide you, just like your favorite school teachers. Dive in, have fun, and watch your dreams grow bigger and brighter with WealSmart!
Remember how we easily count our favorite toys or candies? "1-2-3 and done!" That's how WealSmart CRM works, too! It makes big grown-up tasks feel like child's play. So, instead of juggling many things at once, WealSmart helps you line them up just like your toy soldiers, making everything super simple and fun!
Imagine your circle of best friends in school or at the playground. WealSmart CRM believes that every person you talk to in your business can be a friend! So, instead of writing names in a boring list, we help you create a colorful circle of new pals. It's like having a friendly notebook where everyone waves 'hi'!
Ever had a special treasure box where you keep all your secret toys and notes? WealSmart CRM is like that magic box but for your business! Every important thing you need β be it messages, pictures, or secret handshakes β is kept safe inside. And guess what? Only you have the key to open it. So, sleep easy knowing your treasures are safe with WealSmart!
Choose WealSmart CRM and turn every day into a fun adventure where business tasks feel like exciting games, and customers are your new playground buddies! ππ
Think of this like building a LEGO castle. WealSmart helps you set each brick (task) in the right place, follow a cool picture guide (Gantt Charts), and celebrate every tower you finish (milestone). Plus, you can see who built which part and how long they took!
Like inviting buddies to your treehouse, WealSmart helps you welcome new friends (customers) to your business. From a wave (email) to a secret handshake (form), you'll know when someone wants to join the fun!
Did a toy break, or did someone lose their snack? With WealSmart's detective kit (ticket system), you can track down clues and find solutions to any problem!
Like using a stopwatch during a race, WealSmart lets you see how long tasks take. And if you're playing a game with friends (customers), it helps you know when it's their turn or yours.
Imagine a magic piggy bank that counts your play coins (invoices) and changes them into different colors (currencies). Plus, this piggy can even give out coins on its own when it's time!
Ever dream of finding hidden notes or scrolls on your quests? WealSmart helps you gather these from different lands (websites, social media, Email, ...) to invite more pals to your adventure!
Give your friends a special key (client portal) to your clubhouse. They can see all the fun activities and snacks (financial stuff, contracts, projects, tasks, and more) you've shared. No secrets, just trust!
Whether you're a pirate, explorer, or astronaut, WealSmart lets you have a unique map (dashboard) to guide your journey, whether you're with friends or leading the crew.
Ever wish you could speak dragon or fairy? With WealSmart, your business can chat in over 20 magical languages, from Elf to Goblin!
Just like a toybox with endless surprises, WealSmart has so many more tools to make your playtime (business) richer, more colorful, and full of laughter!
Jump into the WealSmart playground and turn every business task into a magical, fun-filled quest! πππͺ
Imagine opening a book of fairy tales and understanding every word! With WealSmart, you won't find any tricky, tongue-twisting words. It's like reading your favorite bedtime story β easy and fun!
WealSmart is like a toy store! With colorful buttons to press and fun animations, it's a playground for your fingers. No more looking around, wondering what to do. Just point, click, and woohoo!
You know how in school, there's always a kind teacher ready to help when you're stuck? At WealSmart, we've got friendly helpers waiting to answer any question. Whether it's about a puzzle piece or a toy, they're here to guide you!
So, why does everyone love WealSmart? Because it turns every task into a joyful adventure. Come along and see for yourself! π¨π§Έπ
Remember when you set up that little lemonade stand in your backyard or drew pictures to sell to your family? WealSmart is like the magical friend who helps turn those little dreams into big, real-life shops! Whether you're dreaming of selling toys, books, or even ice cream, we're here, cheering you on!
Imagine having a toy that never gets boring. That's what WealSmart does for business! It's like playing with your favorite blocks, setting up toy stores, or pretending to be a shopkeeper with your friends. Every task feels like a new game, making every day feel like playtime!
Come, let your dreams grow bigger and brighter with WealSmart! Because when work feels like play, every day is a day to celebrate! πππ
Imagine your favorite game where you build, create, and imagine anything you want. That's WealSmart! So, if you're ready to mix fun and dreams, press this big link and start the most exciting game ever!
Manage Projects | Manage projects with ease, Including Gantt Charts, milestone creation, and time tracking for individual staff members. |
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Organize Task | Link tasks to projects to keep your operations organized. |
Manage Leads | Helps track and manage potential customers. Features include auto-import from emails and forms and stage-based tracking. |
Define Departments | Enables staff assignment to specific departments and department-based ticket importing. |
Support Ticket System | A powerful integrated ticket system for tracking and resolving customer issues. |
Track Tasks Time | Monitor the time spent on tasks, with the capability to bill customers and assign multiple staff. |
Create Proposals | Create compelling proposals for leads or customers to help increase sales and allow the creation of pleasing suggestions, with notification features for acceptance or declination. |
Adjust Calendar | Each staff member gets a calendar based on their permissions, facilitating scheduling. |
Book Appointments | Easily manage your appointments by scheduling them to your CRM and also with external links on multiple websites and social media. |
Manage Contracts | Offers a digital solution for contract management, including writing, signing, assigning tasks, PDF creation, and reminder features for overdue contracts. |
Track Expenses | Record company and project expenses with the option to bill them to customers. |
Manage Invoices | Manages and tracks invoices, supports multiple currencies and different tax rates, and provides the possibility of automatically generating invoices at specified intervals without manual intervention. |
Generate Leads by Forms | Facilitates lead collection directly from your website or social media by creating web forms. |
Generate Leads by Email | Facilitates lead collection directly from your business email. |
Manage Customer | Provides segregated client portals for customers, offering a transparent view of all financial interactions. |
Print Reports | Detailed reporting capabilities for sales, expenses, and lead conversion. |
Make Announcements | Make announcements to staff and clients directly within the CRM. |
Unlimited Dashboards | Assign unlimited dashboards to all staff or customers based on the selected server. |
Pay with Multi-Currency | Accept payments through PayPal and Stripe in multiple currencies. |
Assign and Send Reminders | Assign and send reminders via email and in-app notifications to ensure timely action on tasks. |
Create Surveys | One-click survey creation to gather feedback from staff, leads, and customers. |
Organize Medias | Allows non-admin staff to organize uploads and files, enhancing collaboration. |
Translate to other Languages | Translate to more than 20 different languages |
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