Unlock the Power of Customer Relationship
Are you ready to take your business to the next level? Our cutting-edge CRM is designed to streamline your operations and boost your bottom line.
Explore Features
Are you ready to take your business to the next level? Our cutting-edge CRM is designed to streamline your operations and boost your bottom line.
Explore Features
With our CRM solution, you'll gain a 360-degree view of your customers and build long-lasting relationships.
ChearaanCRM is a tool that helps you collect, store, and access customer data from multiple sources, such as emails, phone calls, web forms, social media, surveys, and more. It also lets you segment, filter, and sort your data based on various criteria, such as demographics, preferences, behavior, purchase history, and so on.
ChearaanCRM software can help you use your data to create personalized and relevant interactions with your customers, such as sending targeted marketing campaigns, offering tailored recommendations, providing timely support, and generating feedback. By using ChearaanCRM, you can improve your customer satisfaction, loyalty, retention, and revenue.
ChearaanCRM CRM personalization is the process of using customer relationship management (ChearaanCRM) data to tailor interactions with individual customers.
Manage and invoice projects with the 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 member.
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Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.
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Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.
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Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.
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With the simple Kan Ban you can keep track of leads and easily follow their progress. Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.
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Record company expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.
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Assign task to multiple employees, add task followers, task comments allowed, task attachments.
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Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date.
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Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.
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Utilize in-depth analytics and reporting features to refine your sales strategies. Gain actionable insights that help you understand customer behavior and market trends, positioning your business for success.
Simplify your billing process with our easy-to-use quotation and invoicing feature. Create and send professional quotes and invoices in just a few clicks, ensuring timely payments and a smoother cash flow.
Stay on top of your projects with our real-time tracking feature. Monitor the progress of tasks and jobs, ensuring that deadlines are met and quality standards are maintained.
Manage and invoice projects with the 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 member.
Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.
Assign task to multiple employees, add task followers, task comments allowed, task attachments.
Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via build-in sending contracts feature. Ability to send customer reminders before contracts expiry.
Never miss an opportunity to connect with your audience. Schedule and send automated greetings and away messages, ensuring that your communication is timely and personalised, even when you are away.
Transform incoming WhatsApp messages into potential leads effortlessly. Our automatic lead addition feature ensures that every interaction is captured and nurtured, helping you grow your customer base without extra effort.
Break the monotony of plain text messages. Send images, attachments, videos, and voice messages to your clients and Leads providing a rich and engaging communication experience.
Official WhatsApp Cloud API : Empower your business with the ability to send bulk messages to large groups using WhatsApp's official Cloud API. Experience the ease and efficiency of controlling your messaging campaigns with just a few clicks.
Allows you to forward HTTP notifications from your module to other third-party Applications.
Easily clone bots to streamline the setup of similar bots.
Amplify your marketing efforts with targeted bulk messaging campaigns. Send personalised greetings, offers, and updates to your audience, ensuring your messages hit the mark every time.
Send a welcome message when any specified keyword is detected.
Implemented canned replies in chat, enabling users to quickly respond to common inquiries with pre-set messages. This feature saves time and ensures consistent communication.
Stay ahead of the curve with real-time WhatsApp notifications. Keep your audience informed about important updates, actions, or events instantly, fostering a sense of engagement and responsiveness.
Flexible Pricing to Meet Your Business Needs - Add-ons available for all packages.
Very easy and useful CRM for my business! Super easy to use for myself and could be even more if customized - but I find it perfect for project management, invoicing and client interactions as it is. Support replies are quick and easy too!
I was nervous before committing, but found the refund policy and bit the bullet. Well, I'm never going to need that refund policy.
After 48 hours I am up and running. Have 4 customers on-boarded and impressed. My virtual staff love it too. My stress levels have plummeted and I can see what is coming.
Complete application, working without problems for 3 years. It is flexible, with the possibility of several modifications. I highly recommend it to anyone interested.
Very well made PM/CRM system. The mix of ticketing and task/project management solves our needs perfectly. Unlike other platforms, there are very few bugs in this one, and the design is nice too.
I've tried many different CRMs, it's hard to find the perfect CRM. But with Chearaan it is possible. This is the best CRM in every way. Top notch support. Thanks
With our CRM solution, you'll gain a 360-degree view of your customers, optimize your sales process, and build long-lasting relationships that drive success.
By default access to tickets to none staff members will be disalowed.
If you need want to allow access go to Setup->Settings->Tickets and set Allow access to tickets for none staff members to YES
ChearaanCRM by default shows tax per item, there is option to turn this off and all the taxes will be calculated on the bottom of the invoice/estimate.
Note that when you add your invoice/estimate items you will still need to add the item taxes to get the desired calculations. The tax per item will be hidden when your customer view the invoice/estimate.
To disable this feature navigate to Setup->Settings->Finance and set Show TAX per item (Invoices/Estimates) to NO.
NOTE: If you are using your own templates for generating PDF for estimates and invoices you should not remove this logic from the templates if you want this option to work as it should, otherwise you can adjust the template to fit to your needs no matter how Sow TAX per item option is set.
If you have any general questions don't hesitate to contact us on info@chearaan.com for support questions or you can open support ticket at support center
Yes. You can cancel the subscription and request for refund within 7 days from purchase date.
