FEATURES AND BENEFITS

Explore the awesome Executive Force CRM features that will help you get your business to the next level.

Project management

Executive Force provides an intuitive system that organizes all of your tasks into a user-friendly workspace that you can personalise to suit your working preferences.

ONE CLICK INVOICE CREATION

We provide a seamless transition from proposal to invoice generation.

CREATE ESTIMATES

Quickly provide estimates that are sent out to clients, that can be accepted within the system..

CREATE PROPOSALS

Create detailed proposals for clients & leads efficiently

LEADS MANAGEMENT

With our opportunities tab, you can easily input new leads & clients with just a few clicks. This means you can spend more time focusing on the future and less on remembering what you need to write down.

RECORD EXPENSES

With Executive Force CRM you can record expenses on the go, quickly & easily.

RECORD PAYMENTS

Receive & record incoming payments on the go with ease.

AWESOME SUPPORT SYSTEM

We provide fast support for any issues you may face. Our ticket system allows for this service to run efficiently.

KNOWLEDGE BASE

Need to learn useful information? The knowledge base is the home for everything you need to know.

BUILT IN STAFF TASKS

Ensure staff always know what they need to do, with the Staff Task Engine everything they need to know is right in front of them.

MANAGE CONTRACTS

View & manage customer contracts in one secure area.

SEND SURVEYS TO LEADS

Refine your service by sending feedback surveys to people with an interest in what your providing, so you can see what you could change to improve.

STAFF CHAT

Keep staff informed with the staff chat feature, to ensure your staff are on the same page.

GOALS TRACKING

Track your goals with live graphs and deadlines to ensure your working where you want to be.

SIMPLE SMART REPORTS

View live reports from across all of your business, customize them, add to them and much more.

PRIVATE TO DO

Record your own to do list to ensure that you are achieving your goals.

MESSAGING SYSTEM

With our messaging system you can quickly contact anyone within your team to discuss anything you need.

ANNOUNCEMENTS

With announcements you can send important notifications to everyone that is relevant.

FULL EMAIL IMTEGRATION

Rely solely on Executive Force as the home of your email. Receive & send all of your emails through our streamlined system so you never have to open another tab again.

CLIENT PORTAL

Provide easy client access to all of their proposals, invoices, tasks etc. To ensure your clients are up to date and have an easy way to communicate with each other.

Light and Dark Modes

Switch between light and dark mode to suit your preference

Pay as you go option

Pay more as you add staffs, pay less as you remove them

Secure and stable server

Hosted with the best technologies and most secure certificate