The goal of InfyCRM is to manage & digitize the relationship of your customers with your business. InfyCRM is a perfect solution to manage your Customers, Contracts, Projects, Products, Leads, Invoices, and much more.
Members in CRM are the users who are responsible to lead the conversation and many other activities. Admin can create members with different permissions.
Admin or users who have permission to create Articles can create articles. Admin should be able to edit/delete all articles while the other users can see only his articles.
You can see the list of all tags used in all projects, proposals, estimates, tasks, etc. You can create new tags from here and can edit and delete existing ones.
Leads are actually the opportunity of customers who not yet did any deal with the company.
You can see the lead through the Kanban view and move that lead from one status to another status. Lead can also be filtered according to lead status. Lead can be assigned to any member.
Once Lead is ready to deal with a company you can convert a lead to a customer.
Each Project must have associated with the customer and members. You can create a new project from this section and can edit and delete existing ones. You can create a project by giving the billing type option, an option like Fixed Rate, project hours, task hours.
01 May 2025, 03:11 PM
01 May 2025, 03:11 PM
1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 5 days if a new version is released. We free support within 5 days.
2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.
3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.
4. If you have any questions, please contact us by email [email protected] or create a ticket on this page
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6. The response time can last up to 6 hours.