ALL-IN-CRM  Available Features

 

  1.  Email Service
  • setup e-mail accounts for each user
  • setup general e-mail accounts (up to 3)  sample: info@yourdomain.com, support@yourdomain.com,  service@yourdomain.com
  • webmail shared URL

**  For outgoing mail you need  some outgoing company services

FEE: $50 each above 3  $20

2. VOIP Phone Service  see link

 

  • Setup up to 3 phone accounts in VOIP.MS
  • set  announcement messages (up to 2)  sample: Welcome with IRV and Weekend or out of hours  (up to 5 IRV)
  • setup answering machine with a default message **
  • Help to setup phone in devices (need remote access)
  • ALL-IN-CRM  softphone “Explosive” – free
  • setup call groups (up to 3) MAX 5 users per group

** Requiring voice file in any format

Fee from  $70 – $120 depends on  features

  • Setup SMS service in CRM    + $25

 

3. ALL-IN-CRM  Service

Add users to CRM

  • Setup a new domain (company website domain) and company account  (default -> comp-name.allincrm.com)
  • Add logo to CRM
  • create employee account
  • setup employee roles (need client instruction)
  • setup email account in CRM
  • setup shared email accounts (need client instruction)
  • Setup default email footer
  • Setup VOIP phone
  • Integrate softphone “Explozive”  with ALL-IN-CRM
  • Shared domain and SSL  (secure sertificate https)

Fee:   $60  per user (one time)

OWN Company portal 

  • Setup a new domain (company website domain) and company account  (default -> comp-name.allincrm.com)
  • Add logo to CRM

Fee:  $50

**  Tax not included

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4. ALL-IN-CRM   Monthly Maintenance

 

  • Support by email (unlimited)  and SKYPE (1 hour per month)
  • Backup DB every 12 hours
  • Backup documents every 24 hours
  • Email server support and maintenance

$60-$150 Monthly per user depends on CRM features and customer qty limit
e-signature functionality    (employee can send a document (agreement )  to customer email or SMS  for e-sign. Support PC and mobile devices.
**  Tax not included

 

5.  Advance setup FEE

 

5.1. Email setting

  • Company personal webmail URL (mailme.yourdomain.com) + company logo

Fee:  $50

 

5.2. VOIP Phone advance setting

 

  • setup personal employee message for answering + $20 (one time). Need recorder message from an employee in any format (from a mobile)
  • setup PRE-Recorded  phone messages  (help to communicate with a customer)   +$25 per message
  • setup personal PRE-Recorded  phone messages     +$20 per employee per message
  • setup account for mobile phone    + $20 per account (recommend to use ZOIPER app, phone and SMS support

 

5.3. ALL-IN-CRM   Advance setting

 

  • Setup a regular template with auto-filling content customer data, up to 5 pages + logo.   + $80
  • Each additional page + $25
  • Add e-signature to regular template  +$50 (up to 2 e-signature per template)
  • PDF FORM template setup in CRM (employee can send document (agreement )  to customer email or SMS  for e-sign. Support PC and mobile devices.   + $140
  • PDF FORM + e-signature template setup in CRM (employee can send document (agreement )  to customer email or SMS  for e-sign. Support PC and mobile devices.   + $180
  • Personal domain, logo inside CRM and login page +  SSL  for ERP-CRM PORTAL
    sample: https://portal.yourdomain.com   + $75 setup fee + $5 per month for SSL.

 

5.4.  Contact form with API  ( if order separate of web design)

 

Custom Contact page (FORM)  with ALL-IN-CRM  synchronization  (Visitors who fill out contact form will automatically be added to CRM LEADs or Customer list.)

Cost: $85

 

5.5. Public website design

 

  • Create a public website in WP base templates
  • Up to 5 pages, LOGO
  • Custom Contact page (FORM)  with ALL-IN-CRM  synchronization  (Visitors who fill out contact form will automatically be added to CRM LEADs or Customer list.)
  • Personal SSL  certificate  +  SSL cost ($120 +) + setup fee $60
  • ALL-IN-CRM  SSL certificate  + $5 per month
Development FEE:  $865
Hosting FEE: $12  ( you can use any other hosting instead our)

 

5.6.  Website  online CHAT

 

Setup online chat (tawk.to) to your website.  Connect the mobile phone to online CHAT.

Note: You will have access to WP admin to change content and image in your website
Note2:  OUR hosting does not have FTP and other access to the server.  Only our developer can modify code.

What do we need to do the setup?