Sureclient
Simple CRM for Small Teams and Businesses
Description
SureClient offers a user-friendly CRM solution built specifically for small teams and businesses looking to streamline client tracking, sales processes, and financial management. Its intuitive interface allows users to manage leads, clients, invoicing, quoting, and projects efficiently without the unnecessary complexity found in traditional CRM systems.
Designed to prioritize simplicity and organization, SureClient centralizes your workflows, provides automation for follow-ups, and adapts to your unique business needs with customizable modules. Users can keep operations running smoothly, ensuring growth and better client relationships.
Key Features
- Client Management: Centralize client data and track all interactions effortlessly.
- Lead Management: Organize and monitor leads to optimize the sales pipeline.
- Invoicing & Finance: Streamline invoice creation, payments, and financial tracking with automation.
- Quoting: Send custom quotes quickly to clients and prospects.
- Sales Pipeline & Follow-ups Automation: Automate tasks, reminders, and sales workflows for better organization.
- Custom Modules: Tailor functionalities and workflows to match business-specific needs.
- Unlimited Contacts & Leads: No cap on the number of entries you can manage.
- All-in-One Platform: Manage leads, clients, quotes, invoices, and projects from a single dashboard.
- Priority Support: Access 24/7 email and chat support.
- Free Onboarding Support: Guided setup and support for new users.
Use Cases
- Managing client relationships and contact details
- Tracking leads and sales opportunities
- Creating and sending invoices and quotes
- Automating follow-ups and reminders
- Organizing sales pipelines for small teams
- Customizing workflows to match business needs
Frequently Asked Questions
Does SureClient include all features in one plan?
Yes, SureClient offers a single plan with all features included and no tiers or locked functionalities.
Is there a free trial available for SureClient?
Yes, users can start a free trial to experience the full capabilities of SureClient before subscribing.
Are there limits on contacts or leads in SureClient?
No, SureClient allows unlimited contacts and leads without any restrictions.
What support options does SureClient provide?
SureClient offers 24/7 email and chat support, along with free onboarding assistance.
Is the setup cost waived for early adopters?
Yes, early adopters benefit from waived setup costs, especially for self-hosted and custom enterprise plans.
