Customer Relation Management




What is Loconn CRM?

Loconn CRM is complete Customer Relationship Management software that is a great fit for almost any company, freelancer or many other uses. With its clean and modern design, Loconn CRM can help you look more professional to your customers and help improve business performance at the same time.




Why Loconn CRM?

CRMs need to focus on customers and Loconn CRM does that with a powerful support system that helps you track and resolve issues quickly via the integrated ticket system and customer reminders. Assign reminders to yourself, one or many staff members and with one click, reminders can be sent to email and in-app notification system. These features and more can take customer satisfaction to the next level.



Main Features of Loconn CRM


PROJECTS

Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.


PROPOSALS

Create good looking proposals and impress your potential clients or customers. Include images, tables, YouTube videos with the powerful editor. Proposals comments allowed for further discussion with the customer.


PAYMENTS

Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.


TASKS

Assign task to multiple employees, add task followers, task comments allowed, task attachments.


CALENDAR

Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date


CUSTOM FIELDS

Available Custom fields for all features.You can asign custom fields on PDFinvoices or estimates. Make it required.



INVOICES

Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.


LEADS

With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.


SUPPORT SYSTEM

Great support ticket system with auto response. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.


CONTRACTS

Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry.


COMPANY NEWS-FEED

Share great company events, upload documents, easy employees communications.


REPORTS

Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)



ESTIMATES

Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.


EXPENSES

Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.


KNOWLEDGE BASE

Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.


SURVEYS

Create surveys and impress your customers. Add your question and improve your company productivity. Ability to send surveys to leads/customers/staff members and manualy created mail lists.


GOALS TRACKING

Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.


SURVEY REPORTS

Generate powerfull survey reports




Screenshots of our CRM:

Click the image to zoom in



FAQ

Why i cant delete staff member?

Deleting staff member in Perfex CRM is not a feature.
If you need to delete it just set the staff member to inactive. In this case the staff member wont be able to login.

Lets back to the question Why i cant delete staff member?

Perfex CRM tracks each activity for each staff member inside the CRM like invoice changes, estimate changes, deleting data (Utilities->Activity log), changing data etc…so in this case ADMIn have all the necessary activity for each staff member.

The staff ID (from database) is used all over the admin area and if you delete the staff member an errors will occur.

Ex. sometime can happen some data (invoice,customer etc..) to be deleted/changed and you can easily track who did that change by going to Utilities->Activity Log

Cant login to admin area?

Sometimes buyers get confused with the login.
Perfex CRM admin area is separated from the customers area.

Often happen Perfex CRM buyers to get confused and trying to login as admin in the customers area.

Admins needs to login at yourdomain.com/crm/admin
Customers login at yourdomain.com/crm/clients

Cant upload file

If you cant upload file to any form try checking the permissions on the folder where you are trying to upload the file.

  1. Ex. if you are trying to upload file for contract you need to check the permissions to uploads/contract – set it to 777 .
  2. If you are trying to upload a logo, the logo is uploaded in uploads/company_uploads – set it to 777 .

Another problem can cause the upload_max_filesize and post_max_size. In the most hosting providers this is set to 2 MB. If you file is bigger the 2 mb check this option.
You can check/increase this option in cpanel or contact your hosting provider to check this for you and increase it.

Why i cant delete estimate/invoice?

There is protection implemented to keep the numbers without gaps.

Please go to Setup->Settings->Finance and set to NO Delete estimate allowed only on last estimate andDecrement estimate number on delete.

Repeat the same process for invoices if needed.

Online payment modes not appearing on invoice?

  • Make sure that you have checked the payment mode for this invoice.

Paypal Payment Mode for invoice

  • Make sure that the invoice currency matches the coma separated currencies in Setup->Settings->Online Payment Modes

How to record transaction in other currency then the base currency?

Loconn CRM by default record all transactions (invoices,estimates,expenses,proposals) in the base currency.
Changing the currency while recording a transaction is not possible.

If you need to record the transaction in different currency you need to set customer currency.

Navigate to Customers-> Click on the customer and set currency in the customer profile, note that if the customer have already recorded transactions you wont be able to change the currency. You need to delete all previous transactions to change the currency. Once the transaction is recorded ability to change the customer currency will be disabled.

customer-currency

Try creating new eg. invoice and select the customer the currency will be auto changed based on the currency you set for this customer.

For all future transactions for this customer the customer currency will be auto selected.

Why i get Security header not valid when setting up Paypal?

This can happen by few reasons

  1. You have setup LIVE credentials and you have turned Test mode to ON. If you want to test you need to set TEST credentials and have Paypal Sandbox Account
  2. You have white spaces in your credentials. Eg.               api_username_1a242jdj2455 – You see how much white spaces after the Eg.
  3. You put wrong API credential in wrong place ex. API Signature data you put in the API Username field inside Loconn CRM Paypal fields.

How to stop all other started timers when staff member try to start new timer?

By default Loconn CRM does not stop the timers (if any) when new task timer is started.

If you want only 1 timer to count the time go to Setup->Settings->Misc->Tasks and set Stop all other started timers when starting new timer to NO.

My staff members are able to see all projects, how to fix this?

If your staff member are able to see all projects make sure that the member don’t have permissions for projects VIEW.

VIEW allows staff member to see ALL projects. If you only want them to see projects they are assigned (added as members), do not give VIEW permissions.

Staff members not receiving emails when new ticket is created from the customers area.

If you are experiencing this problem make sure that your/other staff members belongs to the department which this ticket is assigned.

Only the staff member that belongs to the department where the ticket is created receive email notifications.

How to allow access to tickets to non-staff members?

By default access to tickets to none staff members will be disallowed.

If you need want to allow access go to Setup->Settings->Tickets and set Allow access to tickets for none staff members to YES

What will happen after i convert the lead to client?

After you convert the lead to client the lead will be auto moved to the default system status Client if is not already there.

Make sure you don’t rename the default system status Client to something else to avoid confusions.

Does none admin staff member will be able to see all media library uploads?

If the logged staff member is not administrator wont be able to see all media library data.

Each staff member have separate folder inside the media/ folder in your server except the administrators.

The attachments the none admin staff member upload will go to their own folder.

In future if you make this staff member admin then will be able to see all media uploads.

How contact permissions works?

The contact permission are connected with the clients features and takes effect inside the admin area actions.

Ex. If the contact dont have permission invoices wont be able to see/access invoices when this contact is logged in inside the clients area.

When sending invoice related email from CRON (overdue notice, renewed recuring invoice etc..) will sent to all contacts who have permission invoices.

When trying to send the invoice to contact manualy if there is multiple contacts found and all these contacts have permission Invoices will be auto selected for sending. If  you dont want to send to all contacts you can easily deselect. This will work only when sending the invoice manualy, when the invoice will be sent from CRON will be sent to all contacts who have permission Invoices.

Another example is for the Contracts feature. When sending contract expiry notice from CRON will sent to all contacts who have permission Contracts.

NOTE: Only primary contact can edit the company details in the clients area.

Make sure you set appropriate permissions.

How to hide the Help menu item?

To hide the help menu item navigate to Setup->Settings->Misc and set Show help menu item on setup menu to NO

How to disallow project members to see all project tasks?

By the default all project related tasks are visible to all project members.
If you want only to show the tasks where the staff member is assigned/added as follower you need to turn off Allow all staff to see all tasks related to projects

To achieve this go to Setup->Settings->Misc->Tasks and set Allow all staff to see all tasks related to projects to NO

What is non-staff member?

Non staff member is feature in Loconn CRM which allow you to have member like contractor worker and work on projects.

Some area of the CRM is disabled for non staff members.

Here is a list of the disabled features for non staff member.

  1. Announcements
  2. Newsfeed wall
  3. Leads
  4. Support – Default is NO you can adjust this for your needs at Setup->Settings->Tickets
  5. Public Calendar Events
  6. Google Calendar Events

You can add if you want other Permissions to this staff member like Invoice [VIEW] permission and this staff member will be able to access.




See our CRM in Action


Try the demo to see how Loconn CRM can help you succeed.


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