Blog

Jul 5, 20241 min read

Unique Selling Points Of CRM

Collaboration Capabilities: XpertBiz is built with team collaboration in mind. Features like shared calendars, document management, and...

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Mahendra Nikam

Jul 5, 20241 min read

Customer Service

A Comprehensive CRM Solution

Key Features Unified Dashboard: XpertBiz offers a centralized interface where you can view and manage all customer interactions, tasks,...

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Elevate your customer engagement with 2024’s 5 Top CRM Tools

Mahendra Nikam

Jul 5, 20241 min read

Customer Service

Elevate your customer engagement with 2024’s 5 Top CRM Tools

The customer experience has never been more important and Customer Relationship Management tools have a vital role to play in winning,...

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Mahendra Nikam

Jul 3, 20241 min read

Simplifying Task Management

Introduction: Managing tasks efficiently is essential for maintaining productivity. XpertBiz offers powerful task management features...

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Mahendra Nikam

Jul 3, 20241 min read

Boosting Collaboration

Effective collaboration is crucial for team success. XpertBiz provides tools that facilitate seamless communication and collaboration...

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Boost Your Business Efficiency with XpertBiz: CRM, Collaboration, Task, and Project Management

Mahendra Nikam

Jul 3, 20241 min read

Boost Your Business Efficiency with XpertBiz: CRM, Collaboration, Task, and Project Management

In today's fast-paced business world, efficiency and collaboration are key to staying ahead of the competition. XpertBiz offers a suite...

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Lead

Import Leads From WordPress Contact Form 7, Setup Web to Lead Form

Customers

Sending proposal to customer or lead, New customer contact, new customer, customer admins

Sale

Invoices, Proposals, subscriptions, currencies, convert lead to customer, Estimates

Expenese

Record expense , expense reports, creating recurring expense, billable expense

Projects

Add new project status, timesheets, new project, Invoicing Project, pin projects

Tasks

Added new task status, recurring tasks, new customers, create new tasks, task timesheets

Support Tickets

Email piping / auto Importing tickets, setup tickets form, subscription, Departments

Contracts

Contracts templates, new contract, contract expiry notification, renewing contracts

Knowledge Base

Disabling Knowledge Base, New Knowledge base article, new knowledge base group

CRM

Import Lead

Effortlessly sync WordPress Contact Form 7 leads with XpertBiz CRM for streamlined customer engagement.

Setup Web to Lead Form

Setting up a Web-to-Lead form in XpertBiz allows you to seamlessly capture leads directly from your website.

Leads Email Integration

Streamline your lead management with seamless email integration in XpertBiz, ensuring every potential.

Sending proposal to customer or lead

Delivering tailored solutions to exceed your expectations

Convert Lead to Customer

Empower your leads to become loyal customers with XpertBiz's seamless conversion process.

Create New Lead

Effortlessly convert potential into opportunity with XpertBiz's streamlined lead creation.

Leads

Sending proposal to customer or lead

Crafting personalized proposals that address your unique needs and goals.

New Customer Contact

We've received your contact details and look forward to assisting you further with our services at XpertBiz

Customer admins

Empower your customer admins with seamless support and insights, ensuring every interaction.

Customer Registration

Streamline your customer journey with seamless registration and access to personalized services in XpertBiz.

Reports

Reports in XpertBiz provide concise, actionable insights into your business operations, enabling informed decision-making.

Exporting customers

Streamline your business with seamless customer export capabilities in XpertBiz, ensuring efficient data management.

Customers

Invoices

In XpertBiz, you would enter each line item with its description and corresponding amount.

Proposals

Crafting tailored proposals that resonate with your needs and aspirations.

Subscription Currencies

Explore flexible Subscription Currencies tailored to your global clientele with XpertBiz.

Convert Lead to Customer

Transform prospects into loyal customers with streamlined lead conversion in XpertBiz.

Payment Modes

XpertBiz offers versatile payment modes, ensuring flexibility for users and clients.

Estimates

In XpertBiz, creating estimates allows businesses to provide accurate cost projections.

General/Setup

Streamline your business with XpertBiz's intuitive setup and powerful features, tailored to enhance efficiency from day one.

Subscriptions

Streamline your recurring revenue with XpertBiz's robust subscription management, ensuring seamless billing and customer satisfaction.

Recurring Invoice

XpertBiz simplifies recurring invoices, automating the billing cycle for seamless subscription management and ensuring timely payments.

Sale

Record Expense

In XpertBiz, you would enter each line item with its description and corresponding amount to generate a detailed record.

Expense Reports

Streamline expense tracking and reporting with XpertBiz's integrated tools, ensuring accurate records and efficient reimbursement processes.

Creating Recurring Expense

Efficiently manage recurring expenses with XpertBiz. Simplify your financial workflows by setting up automated recurring expenses

Billable Expense

Billable expenses are costs that your business incurs on behalf of a client or project, such as travel expenses, materials, or subcontractor fees.

Converting Billable Expense to Invoice

In XpertBiz, converting billable expenses to invoices seamlessly integrates expenditure tracking with invoicing.

Expenese

Add New Project Status

customization allows you to tailor project statuses to fit your workflow and reporting needs effectively.

Timesheets

Timesheets in XpertBiz streamline time tracking, enabling precise recording and efficient management of work hours.

New Project