Managing fee collections can be a challenging task for pre-schools, schools and other educational institutions, involving manual processes, payment follow-ups and keeping track of numerous records. Our bespoke fees collection system simplifies this entire process, making it easy for pre-schools to handle everything from invoicing to payments, all through a secure and user-friendly platform.
CRM for Services Companies
Streamline Sales with eCommerce Capabilities
Our system integrates comprehensive eCommerce capabilities to boost your sales process. Whether it’s offering new services or renewal orders for retainer clients, the automation ensures a seamless transaction experience for both you and your customers. It effectively manages the entire sales workflow—from client inquiries to order fulfilment—enabling you to deliver high-quality services without any roadblocks.
Automate Invoicing and Renewal Orders
Eliminate tedious manual invoicing with our automated solution. The system manages invoicing for both new and renewal orders, including retainers, making sure your financial processes are efficient and error-free. Automatic reminders for renewals, along with streamlined reconciliation, ensure your cash flow remains healthy and consistent. Say goodbye to missed renewals and late payments, as the automation keeps everything on track.
Empower your Clients with a Self-Servicing Portal
Client satisfaction is key to business growth, and our client portal delivers just that. The portal provides your clients with the convenience of managing their accounts, accessing invoices, reviewing order status and more—all without your intervention. This not only saves your team time but also ensures a better client experience through transparency and accessibility.
Seamless Integration with Leading Tools
Our system integrates effortlessly with popular third-party tools, ensuring a comprehensive solution for your business needs:
Zoho Books: For streamlined invoicing and accounting management
Razorpay: A secure payment gateway to process payments with ease.
Zeptomail: For reliable, automated transactional emails to keep clients informed.
Beyond these, our system is highly customizable, allowing for integration with other preferred third-party solutions your business may already be using. Whether it’s your CRM, project management software or communication tools, we adapt to your requirements, making the solution uniquely suited to your business.
Transform Your Business Operations
Our Internal Processes Automation system is designed to provide a single source of truth for your sales, invoicing and client management needs. With robust eCommerce, efficient automation, and flexible integrations, it’s time to transform your operations and dedicate more focus to what truly matters—delivering exceptional value to your clients.