Customer Management Software

Manage your entire business, prospects, customers, billing, accounting, and more all under one roof.

Customer Relationship Management Software

 

CRM forms a contact base where the interaction and the history of contacts are managed and stored. All new events (phone calls, messages, meetings) connected with a contact or company are easily logged and further interaction can be planned, including by using integrated tasks.

✔ Prospect and Customer Management

✔ Integrated Point of Sale and AutoBilling

 Unlimited contacts and customers

✔ Email Campaigns

Automated Billing

BootstrapCRM automated billing allows you to automatically debit your customers credit card on file. Our Automated billing feature is super flexible to meet your business’s needs!

Auto Debit via Credit Card
Auto Debit via ACH (Checking Account)

Point of Sale

Choose how you want to get paid… You can take your business on the go or set up shop. BootstrapCRM Point of sale options are very robust. We offer many options for your business to take payments.

✔ Get a Free Credit Card Machine

✔ Free Online Virtual Credit Card Terminal

✔ Point of Sale activity reports

✔ See reports on how much each customer spends

Message Center

Communicate with prospects and customers all within your BootstrapCRM account. Know important information about prospects and customers with a history of communication. Automate important communications.

✔ Email Marketing

✔ Send/receive individual or group text messages

✔ Use autoresponders to automate communication

✔ Send voice blasts quickly announce events and more..

✔ Confirm appointments automatically via text

Reports

Reports drive your business! Make important decisions about your business launching you into the next level of business management and growth.