What is SureClient?
SureClient provides a user-friendly and efficient CRM platform aimed at small teams and businesses that want to simplify client, lead, and financial management. The platform eliminates the clutter and complexity often found in traditional CRM tools, letting users effortlessly manage clients, track sales pipelines, handle invoicing, and send quotes within a single, centralized system.
With features like automated follow-ups, real-time financial insights, and customizable workflows, SureClient helps users stay organized and focused on growth. The solution supports unlimited contacts and deals, offers all features with a flat pricing model, and includes dedicated onboarding and support, making it ideal for teams seeking clarity and productivity.
Features
- Client Management: Track and manage clients and interactions in one place
- Lead Management: Organize leads and follow up efficiently
- Quoting & Invoices: Send customized quotes and invoices within minutes
- Finance Automation: Streamline billing and payments with automation
- Sales Pipeline: Monitor and manage sales progress with follow-up automation
- Unlimited Contacts & Leads: No limits on storing client or lead information
- Customizable Workflows: Adapt CRM modules and features to specific needs
- Priority Feedback Channel: Direct communication for feature suggestions and support
- 24/7 Support: Access to email and chat support around the clock
Use Cases
- Centralizing client and lead management for small businesses
- Automating invoicing and payment workflows
- Sending customized quotes to prospective clients
- Tracking sales pipeline with automated follow-ups
- Managing multiple projects and client relationships without confusion
- Adapting CRM functionality to unique business processes
FAQs
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What is included in the SureClient subscription?
All SureClient features are included in one flat-rate subscription, with no tiered plans or feature restrictions. -
Is there a limit on the number of contacts or leads?
No, SureClient allows unlimited contacts and leads for all users. -
Do I need to schedule a sales call to start using SureClient?
No sales call is required. You can start immediately by signing up on the website. -
Is there a free trial available?
Yes, new users can start with a free trial before subscribing.
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