About LBM Solution Customer Relationship Management

Customer Relationship Management manages and invoices projects with the powerful Project Management Feature. Link tasks to many Perfex CRM features and stay organized. Build professional, great looking estimates and invoices. Powerful support system with the ability to auto-import tickets.Track time spent on tasks and bill your customers. 

LBM Solution Customer Relationship Management Specification

Deployment

  • Web

    web-based

  • Perpetual

    Perpetual

Operating system

  • W

    Windows

LBM Solution Customer Relationship Management is best suitable for

Size :

1-10

11-15

16-200

201-500

501-1000

1001-5000

5000+

Organization type :

SMEs

Mid Market

Enterprise

Govt

PSUs

Startups

Agencies

Industries :

  • All Industries

About LBM Solution

LBM Solutions develops applications and solutions that put the customer first. When people come to LBM Solutions for help, the Company sees them as business partners first and clients second, taking on projects that Company believe in and making them their own. With creativity, respect, transparency, quality, and teamwork at the center of all LBM do, The company has forged powerful partnerships with industry leaders.
view more products by LBM Solution

Features of LBM Solution Customer Relationship Management

  • Staff Tasks-Assign task to multiple employees, add task followers, task comments allowed, task attachments. Link tasks to many Prefix CRM feature and stay organized.
  • Recurring Tasks-Create tasks that will be auto-created for a given time.

 

Manage projects and track time spent on a project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.

 

Create recurring invoices that 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.

 

Setup predefined email templates from a text editor. Merge fields available.

 

  • Sales
  • Expenses Report
  • Reports by customer
  • Custom date picker
  • Leads Conversions
  • Knowledgebase articles (Track if your article is useful to clients, improve text based on votes)
  • Knowledge Base
  • Add knowledge base articles from a text editor. “Did you find this article useful?” vote included in
  • clients area.
  • Media Library
  • Upload files in the media library. Each staff member that is not admin has their own folder for
  • uploading files.

 

LBM Solution Customer Relationship Management plans and pricing

Web-based

Customer Relationship Management

Rs. 50000.00 ( Lifetime )

  • Manage and invoice projects with the powerful Project Management Feature
  • Manage Sale agent wise
  • Link tasks to many CRM features and stay organized
  • Build professional
  • great looking estimates and invoices
  • Powerful support system with the ability to auto-import tickets. Track time spent on tasks and bill your customers; Ability to assign multiple staff members on task and track timer per assigned staff
  • Add task followers even if the staff is not a project member. The staff member will be able to track
  • The task progress without accessing the project
  • Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email; add notes; create proposals. Organize your leads in stages and change stages easily with drag and drop
  • Create good-looking proposals for leads or customers and increase sales
  • Records your company/project expenses and have the ability to bill to your customers and auto convert to invoice
  • Know more about your customers with powerful CRM
  • Increase customer retention via built-in Surveys
  • Use the Goals Tracking feature to keep sales goals in mind
  • Create announcements for your staff members and customers
  • Use Contracts feature to lock in current and future sales
  • Custom fields can store extra information for customers; leads and more
  • Receive payments from Paypal and Stripe in different currencies
  • Tons of configurable options
  • Style the CRM to your company branding with the powerful theme styling feature
  • Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files
  • Great looking calendar for each staff member based on staff permissions
  • Follow-ups; reports; notes; files and many more features

LBM Solution Customer Relationship Management alternatives

Salesforce CRM

Salesforce CRM

Sphinx SCRMpro

Sphinx SCRMpro

Freshsales CRM

Freshsales CRM

Zoho CRM

Zoho CRM

SalesBabu CRM

SalesBabu CRM

R Plus CRM

R Plus CRM

Eazy CRM

Eazy CRM

Service CRM

Service CRM

LBM Solution Customer Relationship Management Reviews and Ratings

Add Review
User

Faisal Raza

Good Programming

Overall

16th December, 2018

Ease of Feature

Ease of Use

Value for money

Customer Service

  • Pros -
  • lbm-arrangement client relationship-the executives would have quite recently preferred more time before I got a call. The advisor surveyed appropriate alternatives via telephone and caught up with an email also, genuinely recommending which choices were superior to the others. Extremely simple straight forward procedure from buy to actualizing the product.
  • Cons -
  • No Cons
User

Sonam saraf

great professionals here

Overall

7th September, 2018

Ease of Feature

Ease of Use

Value for money

Customer Service

  • Pros -
  • Really easy straight forward process from purchase to implementing the software.
  • Cons -
  • No Cons
User

Fernandez Angeline

thank you for your help and service!

Overall

31st August, 2018

Ease of Feature

Ease of Use

Value for money

Customer Service

  • Pros -
  • Overall, great response time, would have just liked a bit more time before I got a call. The consultant reviewed suitable options over the phone and followed up with an e-mail as well, honestly suggesting which options were better than the others. This was a one-stop research method for me as I didn't even end up going to another consultation company!
  • Cons -
  • No Cons

Is this product information sufficient?