CRM software perfectly designed for small businesses, freelancers, and a wide range of other needs.
Have questions? Visit our FAQ section for answers about Anchors CRM.
Uncover the key features of Anchors CRM designed to take your business to new heights.
Efficiently manage and invoice projects with our robust project management feature. Monitor task-related expenses and time spent, and seamlessly bill your customers. Assign multiple team members to tasks and track their logged hours effortlessly.
Design stunning and professional invoices easily. Attach files and send them directly to your clients, including the invoice PDF. Apply different tax rates to individual items. Set up recurring invoices that will be automatically generated based on your chosen schedule (from 1 to 12 months).
Generate accurate estimates in just minutes and send them to your customers for approval. Once accepted, the estimate can be automatically converted into an invoice. Your customers can view and take action on the estimate without the need to log in.
Create visually appealing proposals to impress potential clients. Use the powerful editor to include images, tables, and YouTube videos. Enable proposal comments for seamless communication and further discussions with your customers.
Easily track and manage leads with our intuitive Kanban board. Attach files, convert leads into customers, auto-import leads from email, create proposals, and leave notes to stay organized and on top of progress.
Track company expenses with ease. Set up recurring expenses that will automatically be generated based on your preferred schedule—whether daily, weekly, monthly, or yearly. You can also mark expenses as billable to specific customers or projects.
Record and receive payments in various currencies. Customers can pay securely via PayPal and Stripe. A PDF receipt is automatically generated after each payment is recorded.
Manage support tickets efficiently with auto-responses, private staff notes, ticket assignments, and attachments. Use predefined replies, insert knowledge base links, and set ticket priorities and statuses for streamlined support.
Easily add knowledge base articles using the text editor. Clients can vote on article usefulness with a "Did you find this article useful?" prompt in their area.
Assign tasks to multiple employees, add task followers, and enable task comments for better collaboration. Attach relevant files to tasks for easy access and tracking.
Lock in current and future sales with our contract feature. Create PDF contracts in minutes and send them directly to your customers using the built-in sending feature. Set up automatic reminders to notify customers before their contracts expire.
Create impactful surveys to engage your customers. Add custom questions to gather valuable feedback and enhance your company’s productivity. Send surveys to leads, customers, staff members, or even manually created email lists.
Get a clear overview of all your company events, invoice due dates, contract expirations, estimate deadlines, and task completion dates.
Share important company events, upload documents, and facilitate smooth communication among employees.
Set goals and monitor progress. Notify staff members about successes or areas for improvement. Track everything for better performance and accountability.
Add custom fields to important features like PDF invoices, estimates, and more for a personalized experience.
Generate detailed reports including sales item reports, total income reports, customer-specific reports, and custom date range reports. Track lead conversions and gather feedback on knowledge base articles by monitoring client votes to improve content.
Create In-Depth Survey Reports
Try the demo to see how Anchors CRM can help you succeed.