TechliBiz-CRM Customer Relationship Management (CRM) Software

The features you want, the simplicity you need! Beautifully designed for best User Interface & User Experience. The software That Works For YOUR Business! Get growing – with affordable, scalable business software. Find innovative ways to manage customers data, communicate with customer, know your business cash-flow, net worth, send invoice to customer Hassle-free with single click payment reminder, payment confirmations & get paid online integrated with payment gateways.

Stop being confused by bloated accounting software. It’s built for you, & You just found it. Check it out- How robust & Easy to use is this accounting software.

• Record business expenses & Income
• See Net Worth of your Business
• Set Goal for Net Worth
• Accounting Dashboard with daily, monthly Income
• Accounting Snapshot instantly see all your bank balances
• Innovative Graph for comparing Income vs Expense
• Account Statement, Get Account Statement by individual accounts
• Record Transactions by Contacts (Payer, Payee)
• Record Categories
• Reports By Date, check Income & Expense by date
• You will love for User Experience & User Interface

• Manage Your Customer’s

  Discover TechliBiz-CRM, A new Idea, Innovation to manage your Customer’s / Business Contact’s.

  • Make your Customer Database
  • Record Activity , see full history of your customer, the purchase data, invoices & Record any activity of your customer, e.g. Phone Call, Interests etc.
  • Custom Field, available option to add Custom Field’s based on your Business Type
  • Communicate with your Customer Send email directly to your customer
  • Accounting Summary for your Customer
  • View Transactions view transaction for individual customer.
  • Customer Profile, Record your customer Profile Including LinkedIn, Facebook, Google Plus Profile Link
  • Customer Notes, Add Customer Notes
  • Photo, Add Photo for your Customer
  • Tag, & Filter Customer by Tag

  • Full Featured Invoicing Software

    The easiest and most complete invoicing system. TechliBiz-CRM Invoice is a simple, easy, intuitive invoicing software designed to help you craft the perfect invoice, track payments and get paid faster online.

    • Create invoices quickly
    • Customize invoices including logo, notes and more
    • Set Goal for Net Worth
    • Send Invoice directly to your Customer from the portal
    • Notify to your Customer When invoice paid, due, Payment Reminder
    • Access from Anywhere with Unique Invoice URL, authenticate via token
    • PDF Invoice, Customer can download PDF Invoice with Single Click
    • Printer Friendly, Separate view for Printer Friendly version
    • Get Paid Online, Integrate with Payment Gateway’s
    • Create Recurring Invoice
    • Attach Invoice Transaction with Bank Accounts
    • Partial Payments, available option to record partial payments for Invoices
    • See it All, a Full history of your specific invoice including Related Transactsios, & Sent Email Log

    • Features:

      • Contact Management
      • Contact Activity
      • Contact Profile with Image
      • Send Email directly from Portal
      • Full Featured Ajax Quick Invoicing
      • Create Recurring Invoice
      • Send Invoice Payment Reminder & Payment Confirmations
      • Collect Payments with Payment Gateway
      • Track Income, Expense
      • 8 Reporting Tools
      • Beautiful Dashboard for quick snapshot for your Business
      • Logs for Audit
      • Supports Multiple Users
      • Fully Branded, No Powered By, No Copyright Notice
      • One Click Database Backup
      • Optimized for best performance
      • Tested by generating millions of random transactions
      • Supports to send email using SMTP
      • Customizable Email Templates
      • Tag in Customer Accounts, Transactions etc.
      • Contacts, Customer Notes
      • Email Message Log
      • ++