Customer Relationship Management
Now You Can Do Even More!
A Powerful CRM
Manage your business or organization with our easy-to-use CRM from anywhere in The United States. Our system includes marketing, sales, accounting and operational tools to help you keep your management tasks organized and readily available.
Marketing
Operations
Sales
Accounting
Flexible Pricing
Whether you are just starting your business now
or are operating a business for many years, we have the right option for you.
Features You Will Love
Lead Generation: Seamlessly capture leads from your website with our customizable lead forms and send them straight to your CRM leads page.
Recurring Invoices: Create automatic invoice schedules for your clients and get paid on time.
Workflow: Project and estimate workflow automation allow you to automate repetitive tasks. You can determine what happens when an estimate has been accepted by your client or what happens when a project has been marked as completed. Automations improve your team’s productivity and help to ensure that nothing is missed in your workflow.
Efficiency: Advanced features such as task cloning, task timers, task reminders and many more, will make your work easier and more efficient. You can assign tasks to your team members and also to your clients.
Analytics: Take control of your data and keep track of your expenses and income. Beautifully crafted charts and graphs to always keep you informed about your business.
Tracked Emails: Send your invoices and know if the client has seen it.
Branding: Upload your own logo and make the CRM your own.
Midnight Theme: Whether you are sensitive to light or just a fan of dark themes, we have the option for you.
Create your own data: Create your own categories, custom fields and more.
Online Payments: Our system is fully integrated with Stripe and PayPal, so you can get paid online and fast.
Offline Payments: If you use cash and checks, you can still manage your business with our CRM with ease.
User Roles: Control the resources your team members can access.
Time Tracking: Advanced time tracking tool so you never miss a minute of time spent.
Assigned Tasks: Assign tasks to your team members and set deadlines.
Save Time and Money
A complete productivity tool for your business
Digital Signatures
Have your customers electronically sign your estimates and contracts online from any device with the click of a button.
Productivity Redefined
Beat your project deadlines. With our Rocket CRM, you get all the tools that you need in a single, easy to use application.
Messaging
Send messages to your team from the dashboard. Collaboration and communication with your team members made easy.
Free Data Migration
If you need help migrating your data from another service, please contact our team and we will assist you.
