Unlock Your Business Potential
Sproutly CRM
Drive growth and maximize customer satisfaction with your own branded CRM designed exclusively for your business, simplifying processes, nurturing relationships, and elevating your brand’s impact.
How it work
Step 1: Consultation and Assessment
Schedule a consultation with our expert team to discuss your business requirements and goals. We’ll conduct a thorough needs assessment to understand your specific needs for a customized CRM solution.
Step 2: Customization and Deployment
Our team will setup Sproutly CRM to perfectly fit your business. This includes adding your company logo, configuring modules and we’ll also deploy the CRM onto your own server for added security and control.
Step 3: Training and Support
We provide comprehensive training to your team, empowering them to make the most of your CRM. Our support team will be there to answer questions and provide assistance during the transition.
Great Features
Projects
Manage and invoice projects. Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task & track timer per assigned staff.
Invoices
Build professional and great looking invoices. Attach files and send directly to your clients, including the invoice PDF. Ability to setup recurring invoices.
Subscription
Create subscription using Stripe Payment Gateway and send the subscription link to your customers and let the Sproutly CRM do all the work behind the scenes.
Proposals
Create good looking proposals the includes images, tables, items, youtube videos, with the powerful editor. Proposal comments allowed for negotiation.
Expenses
Set up a recurring expense and the expense will automatically be created after the specified period. Time period could be days, weeks, months, or years. Ability to set expenses billable to customers or projects.
Estimates
Create estimates within minutes. Send to your customers and wait for them to accept. Ability to auto convert the estimate to invoice. Your customers can view and make actions on the estimate even without logging in.
Payments
Record and receive payments in different currencies. Sproutly CRM can also uuto generated PDF and send it to customer. Ability to add partial payments to invoices is available.
Leads
Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals, attach files. Organize your leads in stages and change stages
Support System
Great support system that helps you track and resolve issues quickly with ability to auto open ticket from email. insert knowledge base link, add predefined replies.
Calendar
Clear view of all your company events, upcoming invoice payments, contracts expirations, estimates expiration, tasks finish date, reminders.
Custom Fields
You can add custom fields on PDF for invoices, payments, estimates or proposals, and much more. Plus the ability to show the customer portal or table.
Contracts
Use Contracts feature to lock in current and future sales. Easily create contract PDF and send the contract directly to the customer email.
Tasks
Assign tasks to multiple staff members, add followers, attach files. Let your staff comment on tasks, upload files. Tasks can be related to mostly all important features.
Knowledge Base
Create knowledge base articles and organize them in groups. Help your customers and build trust.
Reports
Generate reports and have clear view of everything. Keep track of income vs. expenses and leads conversions. Knowledge base report included.
Web Forms
Allows you to build a web form based on leads fields and custom fields to place it on your website, landing page. The visitors can then enter their names, email, etc. to create a lead directly in the CRM.
★★★★★
Sproutly CRM has been a game-changer for our business
“The custom solution they provided perfectly aligns with our processes, and the mobile responsiveness allows us to stay productive on the go. It has streamlined our operations and helped us deliver exceptional customer experiences. Highly recommended!”
★★★★★
We were looking for a CRM that would truly represent our brand
“Sproutly CRM exceeded our expectations with their customization options. Having our own logo and deploying it on our server gives us full control and strengthens our brand identity. It has made a significant impact on our business”
★★★★★
Sproutly CRM has transformed the way we work
“Its intuitive interface and powerful features have made managing our sales pipeline a breeze. We can access our CRM data from anywhere, which has improved collaboration among our team members. Sproutly CRM has become an invaluable tool for our business”
★★★★★
Using Sproutly CRM has helped us improve customer satisfaction
“With its robust contact management features and advanced analytics, we can better understand our customers’ needs and preferences. The personalized experiences we create have led to increased customer loyalty and business growth.”
Sproutly CRM Empower Your Business, Maximize Results!
Mobile Ready
Experience the convenience and flexibility of a fully mobile-responsive CRM solution with Sproutly CRM. Empower your team to stay engaged and productive while on the go, enabling them to provide top-notch customer service and maintain seamless collaboration, all from the palm of their hands.