AiPSoft CRM

Key Features of AiPSoft CRM

• Customer Relationship Management (CRM):
  • Maintain detailed customer profiles with essential information.
  • Track customer interactions and manage customer support tickets effectively.
  • Automate follow-ups and improve customer retention rates.
• Project Management:
  • Create, assign, and manage projects with ease.
  • Use task lists, Kanban boards, and milestone tracking for efficient project management.
  • Collaborate in real-time with team members for smooth execution.
• Sales and Invoice Management:
  • Create and send professional invoices and quotations directly from the CRM.
  • Track overdue invoices and send payment reminders.
  • Accept online payments with integrated payment gateways.
• Time Tracking:
  • Track billable hours and link them to specific projects or clients.
  • Generate accurate time logs for invoicing and reporting.
• Expense Tracking:
  • Log and categorize business expenses effortlessly.
  • Assign expenses to projects for accurate cost analysis.
• Proposal Management:
  • Create and send proposals with customizable templates.
  • Track proposal acceptance and conversion rates.
• Custom Fields and Modules:
  • Add custom fields to contacts, invoices, and projects to suit your business needs.
  • Use customizable modules to tailor the CRM for specific industries like real estate or IT services.
• Ticketing System:
  • Manage customer support tickets from a centralized dashboard.
  • Assign tickets to team members and track resolution times.
• Reports and Analytics:
  • Generate insightful reports on sales, projects, and customer activities.
  • Visualize business performance through charts and dashboards.
• Third-Party Integrations:
  • Seamlessly integrate AiPSoft CRM with tools like Slack, Google Calendar, and payment gateways.
  • API support for advanced custom integrations.

Industries Benefiting from AiPSoft CRM

• Retail: Manage customer relationships, track inventory, and streamline sales.
• Real Estate: Organize property listings, track leads, and manage contracts.
• IT Services: Manage projects, track time, and maintain client satisfaction.
• Professional Services: Ideal for consulting firms, legal services, and accountants.
• Marketing Agencies: Track campaigns, manage clients, and handle invoicing effortlessly.

Why Choose AiPSoft CRM?

• Customizable: Adapt the CRM to your specific business requirements with ease.
• User-Friendly: Designed for minimal learning curve and quick adoption.
• Affordable: Competitive pricing with extensive features.
• Cloud-Based: Access your CRM from anywhere, anytime.
• Comprehensive: Combines multiple tools into one platform for enhanced efficiency.

Get Started with AiPSoft CRM Today!

Streamline your business processes, enhance customer satisfaction, and drive growth with AiPSoft CRM. Contact us today for a free demo and see how AiPSoft CRM can transform your business.

Get Started

To begin with Aipsoft, we make the onboarding process seamless and efficient. Whether you need basic billing or advanced business operations, we’ve got you covered. You can directly contact our authorized partners or fill out the registration form on our website. Our team will promptly connect with you to gather your requirements and suggest the right POS user interface that suits your business needs—be it RetailerPro POS, Responsive POS, or CloudRetail POS. Once confirmed, we handle all configurations, including receipt print designs, user setups, and system integrations. Our training—available both online and offline—ensures your team gets up to speed quickly. Need new devices? Purchase them directly from our trusted partners or use existing hardware. Aipsoft ensures a hassle-free, end-to-end setup so you can focus on running your business while we optimize your operations.

Privacy & Security

At Aipsoft, safeguarding your data is our top priority. We use advanced encryption technologies to secure all your sensitive business information, from billing records to inventory data. Unlike others, we strictly refrain from sharing any documents or data with third-party companies. With multiple layers of security, including secure cloud servers, role-based access controls, and regular data backups, we ensure that your business data remains confidential and protected from unauthorized access. Our robust security infrastructure is designed to keep your data safe, compliant, and accessible only to you and your trusted team members, providing peace of mind and unwavering trust in our solutions.

Customize

Need a tailored solution? With over a decade of experience, Aipsoft specializes in delivering customized software solutions designed to meet unique business requirements. Whether you need specific features, modules, or workflows, we’ve got the expertise to turn your ideas into reality. Steps to Customize:

1. Fill out the customization request form on our website.
2. Our engineering team will reach out to understand your needs.
3. We’ll submit a detailed workflow plan for your review and approval.
4. Upon confirmation and advance payment, we begin the design phase.
5. UI/UX designs are shared for approval before development begins.
6. Rigorous testing ensures a flawless and optimized solution.
7. The final solution is deployed, with training and documentation provided.

We also offer confidentiality agreements to protect your business ideas, ensuring your customized solution remains exclusively yours.

Modules

Aipsoft offers powerful modules designed to enhance operational efficiency. From supply chain management and inventory control to delivery tracking and accounting, our modules streamline processes across every business function. Key modules include our Delivery Boy App, which simplifies order delivery with location tracking and notifications, and AiPSoft-Connect, a mobile app for approvals and workflow management. We also integrate seamlessly with Zoho Books for advanced accounting and financial reporting. Our modular approach allows businesses to choose, combine, or customize the exact tools they need to operate efficiently, improving productivity while saving time and costs.

iOS & Android

With Aipsoft mobile apps for iOS and Android, you can manage your business operations anytime, anywhere. Designed for flexibility, our apps allow users to create, approve, and track documents like LPOs, GRNs, GRVs, and sales orders directly from their mobile devices. The app also supports barcode printing, location tracking, and delivery notifications, ensuring seamless on-the-go operations. Real-time connectivity to the backend system means inventory updates, sales tracking, and document approvals are always synchronized. Whether you need notifications for authorizations, flexible workflow management, or mobile delivery tools, Aipsoft mobile apps empower your business with convenience, productivity, and control—right from your fingertips. Perfect for businesses that require remote access and instant updates, our apps simplify operations, boost efficiency, and ensure you’re always connected to your business.

Explore Our Advanced Apps and Modules

Manage Your Documents on the Go

With the Aipsoft-Connect App, handle LPO, GRN, GRV, sales orders, and barcode printing seamlessly from your mobile device.

LEARN MORE

Empower Your Delivery Operations

Optimize deliveries with our Delivery Boy App, ensuring real-time tracking, location sharing, and accurate order management.

LEARN MORE

Streamline Supply Chain and Inventory

Our robust backend module integrates inventory, supply chain management, and accounting with detailed reporting for better control.

LEARN MORE

Seamless Integration with Zoho Books

Integrate your POS with Zoho Books for complete inventory, product, and transaction management at an affordable price.

LEARN MORE