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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
Sea all CRM Features
CRM
Sea all Tools
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.
Sea all CRM Features
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.
Sea all CRM Features
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.
Sea all CRM Features
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.
Sea all CRM Features
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
Embrace innovation with XpertBiz for your new project—where efficiency meets excellence.
Invoicing Project
Efficiently manage invoicing and streamline financial transactions with XpertBiz's robust invoicing module.
Pin Projects
Pinning projects in XpertBiz allows you to prioritize critical tasks and ensure they remain visible and accessible.
Finance Overview
XpertBiz's Finance module provides comprehensive tools for managing subscriptions, recurring invoices, and billable expenses.
Sea all CRM Features
Projects
Plans & Pricing
Modules
Resources
Contact Us

Book Demo

Mahendra Nikam

Jul 51 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 51 min read

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 51 min read

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,...

0 views0 comments

Unique Selling Points Of CRM

A Comprehensive CRM Solution

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

Blog

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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