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CUSTOMER RELATIONSHIP MANAGER

THE WEB DESIGN PROFESSIONALS.

WHY YOU NEED A CUSTOMER RELATIONSHIP MANAGER.

Our Smart Customer Relationship Manager puts you back in the drivers seat and allows you to manager your customers easily and effectively.

Customer Relationship Manager

PURELY RESPONSIVE

No need to rush back to the office to find your customer’s information, projects or support tickets. Our Customer Relationship Manager is mobile friendly so that you can access all of your customer’s information, projects or support tickets on the go.

Analytic Reporting

INVOICING AND PAYMENTS

With the LUCID CRM you can send out your invoices from within the Customer Relationship Manager and get paid quickly and easily. We can easily modify the CRM to process your payments directly from PayPal or Stripe or we can add a custom payment method for you.

What's Working

TIME CARDS

Keep track of all your employees time with our easy to use time card manager included within the CRM. With our innovative CRM you can also keep track of the time spent working on any project or task designated to a specific employee or groups of employees.

Contact Us

CUSTOMER INTERACTIVITY

With the Customer Relationship Manager you will be able to allow your clients the opportunity to create their own account, monitor project progress, schedule tasks, comment on tasks, upload pictures and so much more. We make customer engagement easy for your business and for your customers!

Email Plans

SHARE YOUR FILES

The LUCID Customer Relationship Manager makes it easy for you to upload your project’s files and share those files with your team members, employees and/or your clients. Sharing your files within the Customer Relationship Manager allows seamless flexibility.

Reports

EXPENSES

Keep track of all your expenses and bills within one area. In just a click of a button, you can create, categorize, enter in, and manage all of your expenses easily and effectively. You’ll be amazed at how easy it is to use.

SMART CRM FEATURES.

Our Smart CRM offers a ton of great features which can be customized to fit your needs.

Free Stuff
  • Free installation
  • Free updates for one year*
  • Free Operator’s Manual
  • Free Video Training
  • Free Technical Support for 60 days
Interface
  • Informative dashboard
  • File sharing and team conversation
  • Project milestones
  • Project time-sheet and time tracker
  • Drag and drop facility for files
  • Beautiful file preview and comments
  • All reports of any client in a single page
  • Multiple currency for clients
  • Informative profile page for client contacts
  • Activity logs for projects
  • Easily accessible UI
  • Responsive Mobile Friendly design
  • Customization of login page
  • Customization of logos and invoices
Management
  • Project management
  • Client management
  • Team management
  • Task management
  • Invoice management
  • Time-card/attendance management
  • Leave management
Client Engagement & Support
  • Support tickets
  • Client portal
  • Send PDF copy of invoice
  • Enable/disable client signup/messaging
  • Multi language
  • Customization of email templates
Reports, Notes, Calendars, & Announcements
  • Expense & payments report
  • Event calendar
  • Private notes
  • Announcement/notice management
  • Report printing and exporting
  • Dynamic graph and visual reporting
Team Members
  • Custom permissions for team members
  • IP restriction for time card entry
  • Private messaging with team members and clients
  • Team member’s details view
  • Team member’s social media linking
  • Team member expense tracking

* Updates are internal changes that we make to improve the functionality of our Smart CRM and do not cover customization of the Smart CRM.