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SelfPro CRM

Brand: SelfPro

  • 4.3

  • 5 Ratings

SelfPro CRM is an all-in-one platform to streamline business management for small businesses and startups.

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Starting Price
₹2,999 excl.GST
₹ 3,539 incl. GST

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offer Save upto 18%, Get GST Invoice on your business purchase T&C
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Starting at ₹2,999
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SelfPro CRM Software Overview

What is SelfPro CRM?

SelfPro CRM is an all-encompassing platform designed to address every aspect of business management for small businesses and startups. The software eliminates the need to juggle multiple apps, ensuring a seamless experience for users. SelfPro CRM offers a comprehensive suite of features tailored to enhance efficiency and productivity, from time management to finance management.

It provides tools such as team calendars, timesheets, shared tasks, and automated time tracking and planning to enable businesses to monitor and optimize their team’s time utilization effectively. Businesses can significantly improve their operational efficiency and time management by setting capacity and planning accordingly.

The platform allows users to plan, schedule, and track all their projects in one place. With features that provide real-time updates on project status, timelines, budgets, and costs, users can ensure timely and high-quality deliverables. The advanced project management tools help quickly analyse planned and past activities, making project tracking and management more streamlined.

SelfPro CRM is designed to simplify and automate financial tasks. It converts all finance-related documents into comprehensive reports, enabling users to easily track expenses, profits, and budget scenarios. The automated billing and invoice reminders feature saves significant time and reduces manual errors, allowing businesses to focus on more strategic activities.

Why Choose SelfPro CRM Software?

  • All-in-One Solution: Manage all business operations from a single platform, reducing the need for multiple apps.
  • Improved ROI: Achieve higher performance results and return on investment through efficient management tools.
  • Real-Time Insights: Get up-to-date information on projects, finances, and sales to make informed decisions.
  • Customizable Dashboards: Tailor your real-time dashboards to focus on metrics and actionable items important to your team.
  • Automated Processes: Save time and reduce errors with automated billing, invoice reminders, and time tracking.
  • Customer Management: Maintain detailed customer information in one place for better relationship management.

Benefits of SelfPro CRM Platform

  • Time Efficiency: Integrated tools save your team’s time by automating time tracking and planning.
  • Streamlined Project Management: Plan, schedule, and track all projects in one place, ensuring punctual and high-quality work.
  • Financial Clarity: Automate billing and track expenses and profits with comprehensive, easy-to-understand reports.
  • Sales Optimization: Centralize sales activities to track deals, set sales goals, and monitor team performance seamlessly.
  • Comprehensive Reporting: Access enterprise-level, real-time dashboards that provide complete business insights at a glance.
  • Enhanced Collaboration: Facilitate better team collaboration with shared tasks, team calendars, and timesheets.

Pricing of SelfPro CRM System

SelfPro CRM solution pricing starts from INR 199 at techjockey.com.

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SelfPro Company Details

Founded Year:  2021

SelfPro CRM is designed to help small Startups/SMEs to provide one solution across many needs like Project Management, Sales & Marketing, Finances, Recruitment

Director/Founders Chris Hamel
Company Size 1-100 Employees

SelfPro CRM Pricing & Plans

Startups
Starting at ₹199
    • Licenses

      Licenses
      Licenses
    • Monthly

      Monthly
      Monthly

Key Features

  • Multiple Dashboards

  • Task Management

  • Timelog/Project management

  • HRM /Lead management

  • Track non-billable time

Essential

Calculated Price

2999 Exclusive of all taxes
    • Licenses

      Licenses
      Licenses
    • Monthly

      Monthly
      Monthly

Key Features

  • Multiple Dashboards

  • Task Management

  • Timelog/Project management

  • HRM /Lead management

  • Track non-billable time/Timesheet view

  • Workload management

  • Quote Management

SelfPro CRM Features

  • icon_check Project Planning & Tracking
    Plan, schedule and monitor all your projects in a single platform with timelines, budgets and progress.
  • icon_check Sales Opportunity Management
    Capture deals, track opportunities, manage sales goals and monitor your team’s performance in one workflow.
  • icon_check Quotation & Invoice Generation
    Create professional quotes and invoices with a click and forward to customers as branded PDF.
  • icon_check Expense & Profit Tracking
    Record costs, compare against revenue and see profit data so you stay on top of your finance health.
  • icon_check Automated Billing Reminders
    Automate billing workflows and late-invoice reminders to reduce follow-up and boost cash-flow.
  • icon_check Contact & Customer Database
    Maintain a centralised contact database of clients, interactions and history for personalised engagement.
  • icon_check Project Management
    Plan, schedule, and track all your projects in one centralized location.
  • icon_check Time Management
    Optimize team productivity with integrated time tracking and planning tools.
  • icon_check Finance Management
    Automate billing, track expenses, and generate comprehensive financial reports.
  • icon_check Sales Management
    Streamline sales processes by managing deals, goals, and team performance in one place.
  • icon_check Reports
    Access real-time, customizable dashboards for complete business insights.
  • icon_check Workload Management
    Effectively allocate and manage team workloads to maximize efficiency.
  • icon_check Quote Management
    Easily compile, modify, and send quotations and invoices with just a few clicks.

SelfPro CRM Specification

Supported Platforms
Ubuntu Ubuntu Windows Windows Android Android
Devices
Desktop Desktop Mobile Mobile
Deployment
Web-Based Web-Based
Suitable For
All Industries
Business Specific
All Businesses
Business Size
Small Business Startups Medium Business Enterprises SMBs
Customer Support
Email
Language
English
Integration
API Integration
Training Resources
In Person Videos

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SelfPro CRM Review

4.3

Out of 5

img

Overall Rating

Based on
5 Verified Ratings

Rating Breakdown

  • Features 4.5
  • Value for Money 4
  • Ease of Use 4.3
  • Customer Support 4.5

90% Recommend this Product

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What are the pricing details of SelfPro CRM?

SelfPro CRM starts at INR 199.

Is there a mobile app available for SelfPro CRM?

Yes, SelfPro CRM comes with a mobile app.

Who can benefit from SelfPro CRM?

SelfPro CRM benefits small businesses and startups looking to streamline their operations.

Is SelfPro CRM available for free?

Yes, SelfPro CRM offers a free version for life.

Can I get a free trial of SelfPro CRM Software?

Yes, SelfPro CRM offers a free trial.

How does SelfPro CRM work?

SelfPro CRM integrates various business management tools into a single platform to enhance efficiency and productivity.

What OS platforms are compatible?

SelfPro CRM is compatible with Ubuntu, Windows, and Android.

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.