Knowledge

Estimates

Create estimates within a minute, send to your customers and wait for acceptance. Add notes for better organization for your next actions, create reminders, and auto-convert the estimate to an invoice after the customer accepts.

Proposals

Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.

Online Payments

Receive payments from Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree, we have implemented payment gateways that are available in most of the countries.

Projects

Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.

Leads

Leads or potential clients are really important part to any company. Every company trying everyday to get new leads. Very often happend some potential client to call and ask for specific service that your company serve and then sometimes this is forgotten. With Casherp you will never forget your potential clients and you will be able to manage all of them in one place. Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals.

Web to Lead Form

Create unlimited web to lead forms and inject in your landing page or website. This feature allows you to import leads into Casherp from form. Use web to lead forms to gather potential clients information, allow them to request quotes directly from your website.

Contracts

You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place. You won't need anymore to search in your desk documents. Create PDF contracts and send to your customers from Casherp. Contract overdue reminders available.

Tickets

Great support ticket system with autoresponse, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accessing the client portal.

Departments

Assign your staff to specific departments and ability to auto import tickets by department email.

Custom Fields

Custom fields can store extra information for customers, leads, tickets, invoices, company, estimates and more.

Staff Reminders

Setup staff reminders for staff member with ability to notify by email and built-in. Reminders are available for important features.

Events

Create private or public events and stay organized with built-in notifications. Receive email alerts when an event is approaching, ensuring you never miss an important moment.

Email Templates

Setup predefined email templates from text editor. Merge fields available and multi language options available.

Staff Roles & Permission

You can give staff specific permissions on what they can do or can’t do. Role permissions can be overridden for each staff.

Goals Tracking

Setup goals and tracking achievements. Use the Goals Tracking feature to keep sales goals in mind.

Personal To-Do

Every staff member can have their own personal todo dashboard which will allow your staff member to easily organize their work.

Staff

Manage all your staff members from one place with ease. Track attendance, performance, leave requests, and payroll, all from a centralized and user-friendly interface.

Company Newsfeed

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

Staff tasks

Assign task to multiple employees, add task followers, task comments allowed, task attachments. Link tasks to many Casherp features and stay organized.

Recurring Tasks

Create tasks that will be auto created for a given period.

Surveys

Create surveys with one click. Send to staff, leads, clients or manually created mail lists. Increase customer retention via built-in Surveys.

Reports

Generate detailed and customizable reports to gain insights into your business performance. Analyze financial data, track key metrics, and make informed decisions with real-time, accurate reporting.

Media Library

Upload all your files in one place for easy access and sharing. Media Library allows for easy categorization and management of documents, images, and other resources.

Staff Member Group

Create staff member groups for better organization and communication. Assign tasks, send updates, and manage responsibilities effectively within your team.

Activity Logs

Track all actions taken by staff and users within the platform. Maintain a comprehensive log of activities to ensure accountability and transparency.

System Notifications

Receive alerts for important updates, tasks, and reminders. System notifications keep you informed and ensure you stay on track with your responsibilities.

Custom Reports

Build tailored reports that focus on the metrics that matter most to your business. Customize fields, filters, and data presentation to suit your unique requirements.

Quick Add Feature

Easily add new customers, leads, or tasks with a simple quick add feature. Streamline your workflow and improve productivity with fast input options.

Multi-User Support

Collaborate effectively with multiple users on the same platform. Enable team access to share information and work together seamlessly on tasks.

Audit Trails

Maintain a secure record of all changes and updates within the system. Audit trails ensure compliance and enable thorough reviews of operational processes.