Ro CRM

In today’s competitive landscape, managing your service business efficiently is paramount. Ro CRM offers a comprehensive, customizable solution that not only streamlines your operations but also integrates seamlessly with your brand identity. This Software-as-a-Service (SaaS) platform helps manage the entire service selling lifecycle—from lead generation to project completion and invoicing—making it the go-to choice for businesses looking to scale. With several user roles such as Admin, Manager, Staff, and Client Portal, Ro CRM ensures tailored access and management, promoting seamless team collaboration and superior client experience.

Key Features of Ro CRM:

1. Manage Every Project Inquiry Efficiently

Ro CRM empowers your sales team to nurture project inquiries using a structured Sales Pipeline. You can assign teams to manage leads, track their journey, and improve conversion rates through efficient lead management.

• Lead Management: Centralized system for tracking leads.
• Sales Pipeline: Visual representation of client progress.
• External Lead Collection: Gather leads from websites or forms and assign teams to follow up.

2. Create and Send Professional Proposals

Easily create and send project proposals to clients, complete with estimates and customizable templates. Ro CRM allows for currency selection, tax and discount settings, and direct sharing via email or a dedicated client portal.

• Estimate Templates: Customize your proposals with branded templates.
• Client Portal: Clients can access proposals and project archives from their dedicated portal.
• Direct Sharing: Send estimates via email or download for offline sharing.

3. Onboard Clients with a Customizable Client Portal

Ro CRM’s Client Portal provides clients with real-time updates on their project’s progress, invoice details, and archived files. It’s a one-stop hub that offers 24/7 access to all essential information.

• Project Archive: Keep all client projects organized and accessible.
• Team Assignment: Assign specific team members to clients to ensure privacy.
• Single-Click Access: Clients can log in easily and track the entire project journey.

4. Project Collaboration with Teams

Ro CRM simplifies internal communication with tools for managing project phases and tasks. The platform enhances collaboration between team members and clients, ensuring timely project delivery and meeting quality expectations.

• Task & Activity Management: Track tasks and assign responsibilities.
• Team & Client Discussions: Facilitate smooth communication during the project lifecycle.
• Project Assignment: Assign projects to teams and monitor their progress.

5. Simplified Invoicing and Timely Payments

Invoicing is a breeze with Ro CRM. You can create recurring invoices, manage taxes, and integrate with major payment gateways like PayPal, Stripe, and WooCommerce, ensuring quick and easy payment processes.

• Recurring Invoices: Automate recurring billing for clients.
• Tax & VAT Settings: Tailor invoices to regional tax requirements.
• Payment Gateways: Integrate with PayPal, Stripe, and more to streamline payments.

6. Service Catalog: Selling Services Like Products

Ro CRM allows you to present your services as clearly defined offerings, complete with timelines, deliverables, and pricing. You can create Service Packages that clients can easily request and convert into live projects.

• Service Packages: Build and customize service offerings.
• Request Forms: Convert service requests into actionable projects.
• Project Conversion: Seamlessly move from service inquiry to project initiation.

7. Role-Based Access for Team & Client Management

Ro CRM provides customized user roles—Admin, Manager, Staff, and Client Portal—so that each user only has access to the features they need. This enhances security, productivity, and operational efficiency within the organization.

• Admin: Full access to manage all aspects of the CRM.
• Manager: Oversee projects, teams, and leads.
• Staff: Focused access to assigned tasks and projects.
• Client Portal: Dedicated, branded access for clients to track their progress and communicate with the team.

8. Advanced Task Management & Workflow Automation

Ro CRM introduces a sophisticated task management system with calendar and board views, allowing users to visualize deadlines and task progress. Workflow automation streamlines repetitive processes, such as sending reminder emails or creating new tasks based on client actions.

• Task Calendar & Board Views: Track deadlines visually and organize tasks.
• Workflow Automation: Automatically trigger actions based on client behaviors.

Additional Upcoming Features:

• Invoice QR Code: Generate QR codes on invoices for faster payments.
• Advanced Task Management: A more robust task system with calendar and board views.
• File Manager: A centralized location to store and organize documents