What is Vidude CRM?
Vidude CRM is self-hosted Customer Relationship Management software that is a great fit for almost any New Zealand small and midsize business, freelancer, or many other uses. With its clean and modern design, Vidude CRM can help you look more professional to your customers and help improve business performance at the same time.
Vidude CRM Features
Our CRM includes the full set of features.
Customers
Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view.
Recurring Invoices
Create recurring invoices that will be re-created automatically without you lifting a finger, based on the specified period for the recurring invoice. The period time could be days, weeks, months or years.
Recurring Expenses
Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period time could be days, weeks, months or years
Estimates
Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.
Proposals
Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.
Projects
Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.
Leads
Leads or potential clients are really important part to any company. Every company trying everyday to get new leads. Very offen happend some potential client to call and ask for specific service that you company serve and then sometimes this is forgotten. With Vidude CRM you will never forget your potential clients and you will be able to manage all of them in one place. Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop. Ability to auto import leads from emails and web to lead forms, import leads from .CSV file included.
Web to Lead Forms
Create unlimited web to lead forms and inject in your landing page or website. This feature allows you to import leads into Vidude CRM from form. Use web to lead forms to gather potential clients information, allow them to request quotes directly from your website.
Contracts
You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place. You wont need anymore to search in your desk documents. Create PDF contracts and send to your customers from Vidude CRM. Contract overdue reminders available.
Tickets
Great support ticket system with autoresponse, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accesing the client portal.
Pricing
Advanced
One-Time Setup & Configuration
+
$50.00/mo
Updates & Troubleshooting
Frequently Asked Questions
What is Vidude CRM?
Vidude CRM is self-hosted Customer Relationship Management software that is a great fit for almost any New Zealand small and midsize business, freelancer, or many other uses. With its clean and modern design, Vidude CRM can help you look more professional to your customers and help improve business performance at the same time.
How does Vidude CRM work?
Manage and invoice projects with the powerful Project Management Feature.
Link tasks to many Vidude CRM features and stay organized.
Build professional, great-looking estimates and invoices.
Powerful support system with the ability to auto-import tickets.
Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff.
Add task followers even if the staff is not a project member. The staff member will be able to track the task progress without accessing the project.
Keep track of leads in one place and easily follow their progress. Ability to auto-import leads from email, add notes, and create proposals. Organize your leads in stages and change stages easily with drag and drop.
Create good-looking proposals for leads or customers and increase sales.
Records your company/project expenses and has the ability to bill your customers and auto convert to invoice.
Know more about your customers with powerful CRM.
Increase customer retention via built-in Surveys.
Use the Goals Tracking feature to keep sales goals in mind.
Create announcements for your staff members and customers.
Use the Contracts feature to lock in current and future sales.
Custom fields can store extra information for customers, leads, and more.
Receive payments from Paypal and Stripe in different currencies.
Tons of configurable options.
Style the CRM to your company branding with the powerful theme styling feature.
Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
Great looking calendar for each staff member based on staff permissions.
Follow-ups, reports, notes, files, and many more features.
What is the One-time setup, and how much does it cost?
We need to install CRM on your server, issue the licences, and configure to your company branding. The One-Time Setup & Configuration fee is $1,999.99NZD + GST.
What does $50 monthly payment include?
We provide regular updates & troubleshooting if you have.
