Overview
Citrumsoft delivers a comprehensive solution for managing customer relationships, projects, and team collaboration. While some users note occasional system lag, its integrated tools offer strong value. With its all-in-one functionality, the software is a powerful option for streamlining customer engagement and project workflows.
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Starting Price
Custom
Citrumsoft Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is Citrumsoft?
Citrumsoft is a unified digital business management platform combining customer relationship management (CRM), enterprise resource planning (ERP), project management, and team collaboration tools into a single cloud-based workspace.
The platform includes everything from managing customer relationships and sales pipelines to handling projects, financials, and real-time team communication through chat and video meetings. The software is ideal for businesses seeking an integrated approach to both customer and project management.
Citrumsoft Pricing
The Citrumsoft pricing plans are designed to suit the diverse needs of businesses, with options for both monthly and annual billing. Their details are as follows:
- Start - free (For 1 User)
- Business - $52/month (For 25 users)
- Unlimited - $132/month (For unlimited users)
Disclaimer: The pricing is subject to change.
Citrumsoft Integrations
The platform seamlessly integrates with several third-party applications, including:
- Google Meet
- Zoom
- Telegram
Who Is Citrumsoft For?
Citrumsoft serves various industries and sectors, including:
- Information technology (IT)
- Marketing and sales agencies
- Service-providing agencies
Is Citrumsoft Right For You?
If you're looking for an all-in-one solution that combines CRM, project management, ERP, and team collaboration—along with built-in communication tools like chat and video calls—Citrumsoft could be the ideal fit. Its integrated features help streamline workflows, boost productivity, and keep your team and clients connected in real time.
Citrumsoft is particularly well-suited for IT companies and service-based teams aiming to unify customer management and project execution under one platform. Still deciding? Call us at (661) 384-7070 for expert guidance tailored to your needs.
Citrumsoft Features
This feature serves as the central engine for an IT company's growth, transforming scattered data into a streamlined, revenue-focused workflow. It consolidates every client interaction into a comprehensive, 360-degree customer profile, creating a single source of truth for your team.
Citrumsoft lets teams manage tasks, set deadlines, and monitor progress within a unified workspace. You can log hours via timers or manual entries, link time to specific projects, and generate invoices based on tracked time. Everything from contracts to client chats is integrated, offering a complete view of project performance and profitability.
The ‘Events Scheduled Forms’ feature in Citrumsoft lets users create custom registration forms linked to specific events. Forms capture attendee info, support conditional fields, and automate confirmations, reminders, and payments. All data syncs with the CRM, streamlining event planning and follow-ups from start to finish.
Citrumsoft keeps collaboration centralized with its built-in messaging and video calling tools. Teams can chat in real-time, share files, and launch video meetings directly within the platform, eliminating the need for third-party apps. All communication stays linked to relevant projects, tasks, or client records for seamless context.
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