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Management

ClientVault CRM

Powerful CRM with project management, lead tracking, invoicing, proposals, support tickets, and client portal.

$89.00

/ One-time payment

Overview

Key Features

✦ Project Management

Milestones, tasks, file sharing, and time tracking.

✦ Lead Management

Drag-and-drop Kanban board with web capture forms.

✦ Invoicing

Recurring invoices with Stripe, PayPal, and Braintree.

✦ Proposals & Estimates

Online acceptance with web signatures and PDF generation.

✦ Support Tickets

Auto email-to-ticket conversion and knowledge base.

✦ Client Portal

Dedicated portal for file access, invoices, and tickets.

✦ Contract Management

E-signature support and contract templates.

✦ Modules & Add-ons

Extensible architecture with add-on ecosystem.

What's Included

  • ✓ Full source code
  • ✓ Database schema
  • ✓ Installation guide
  • ✓ 6 months of support
  • ✓ Free updates for 1 year

Need Something Different?

We specialize in custom software development. Let's discuss how we can tailor this product or build something entirely new for your specific needs.

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