Our Digitalization platform can be enabled for manging any of these processes in a customized way, T24Global can provide People, Technology, Reports and recurring Governance Cadence for Operations outsourcing.
Customer List Management
- Create and Manage Customers
- Import Customers from CSV
- Contact Management
- Manage Notes
- Manage Statements
- Manage Customer Invoices
- Manage Customer Users
- Manage Billing and Shipping Addresss
Leads Management
- Leads List Management
- Import Leads from CSV
- Kanban Collaboration on Leads
- Search Leads
- Create and Management Leads
- Bulk Export Leads to excel/csv/pdf
- Proposals(lead specific)
- Tasks (lead specific)
- Documents(lead specific)
- Reminders(lead specific)
- Easy lead to Customer Conversion
- Customer Notifications
- Manage Lead Status
- Manage Lead Sources
- Notes((lead specific)
- Activity Log(lead specific)
Proposal Management
- Create Proposals
- Auto-sent Proposals
- Online Accept & Decline of Proposal
- Comments(proposal specific)
- Reminders(proposal specific)
- Tasks(proposal specific)
- Notes((proposal specific)
- Proposal Email Tracking-Automatic
- Convert Proposal to Estimate
- Convert Proposal to Invoice
- Search Proposals per Status
- Search Proposal Per Agent
Estimate Management
- Create and Manage Estimates
- Auto-send Estimates to Customers
- Download estimate PDF
- Tasks(Estimate specific)
- Activity Log (Estimate specific)
- Reminder(Estimate specific)
- Notes(Estimate specific)
- Email Tracking(Estimate specific)
- Send Estimate Expiration Reminder
- Convert Estimate to Order
- View Estimate as Customer
- Add Terms Per Estimate
Order Management
- Create and Manage Order
- Manage Order Status
- View and Download Invocie
- Auto-Send Invoice over email
- Tasks(order specific)
- Activity log (order specific)
- Reminders(order specific)
- Notes (order specific)
- Track emails sent(order specific)
- Record Payment(not authorize)
- Search Orders per Status
- Search Order Per time
- Search Order per Agent
- View Order Reports
- View Invoice over internet
- Export Orders in CSV and PDF format
- Create Credit notes for order
- Manage Product Lists and their prices
Project Management
- Create and Manage one or more projects
- Copy Existing Projects
- Send Email Notification per task and Project status update
- Manage Permissions on Project
- Collbborate with customers
- Beautiful project dashboard view
- Track Tasks(project specific)
- Manage Project members
- Manage Project Milestones
- Manage Project files
- Manage Project Discussions
- Project Gantt graphical view
- Project specific Tickets
- View Project invoices
- View Credit notes
- View Project Estimates
- Export Project Status to PDF
- Record Project Expenes
- Manage Project Subscriptions
- Manage Project notes
- Project Document collaboration
- Project Activity Log
- Collborate on Projects with Customers
- View Project as Customer
- Share project specific invoices to customers
Support Management
- Create Tickets
- Manage Priority
- Manage Departments
- Management Assignees
- Convert Ticket to Task
- Add note to tickets
- Tag other tickets
- Tracks Tasks(speicifc to ticket)
- Add Documents specific to ticket
- Collaborate with Customer on Tickets list