JourneyCX empowers your business to communicate and collaborate effortlessly. Our CRM helps you manage leads, customers, and projects with precision. designed for speed, context, and customer satisfaction.
Features and Benefits
Explore the awesome CRM features that will help you get your business to the next level.
A budget-friendly Customer Relationship Management solution that is a great fit for almost ay business,
With its clean and modern design, we can help you look more professional to your customers and help improve business performance at the same time.
All the features you you would expect in far more expensive products.
Project Management and Communication
Efficient Project Management Made Simple
Manage every aspect of your projects from one place. Create tasks, assign team members, set milestones, and visualize progress with built-in Gantt charts. Track time and expenses for accurate billing and performance insights. Collaborate through discussions, file sharing, and real-time updates ensuring every project stays on schedule and within budget.
Detailed Calendar
Stay organized with a comprehensive calendar that gives you a clear overview of your company’s activities. Easily track upcoming events, task deadlines, contract and invoice expirations, and estimate due dates — all in one unified view. Filter by staff, project, or customer to ensure nothing slips through the cracks and your team stays on schedule.
Efficient Project Management Made Simple
Manage every aspect of your projects from one place. Create tasks, assign team members, set milestones, and visualize progress with built-in Gantt charts. Track time and expenses for accurate billing and performance insights. Collaborate through discussions, file sharing, and real-time updates ensuring every project stays on schedule and within budget.
Milestones
Break projects into clear, manageable phases. Define milestones to track progress and ensure your team hits critical deadlines with confidence.
Gantt Chart Visualization
Plan, view, and adjust timelines with an interactive Gantt chart. Instantly see task dependencies and keep your projects on schedule.
Task Dependencies
Set relationships between tasks to control workflow order. When one task is delayed or completed, dependent tasks update automatically.
Time Tracking & Timesheets
Log time spent on individual tasks or full projects. Generate detailed timesheets for billing or performance analysis with just a few clicks.
Expense Tracking
Record all project-related costs directly in the system. Link expenses to clients or invoices for transparent and accurate cost control.
File Sharing & Document Attachments
Attach relevant files, drawings, or specifications to each project or task. Keep everything your team needs in one place.
Project Discussions
Collaborate efficiently through internal discussion threads per project. Centralize communication and keep your email inbox clutter-free..
Client Access Portal
Allow clients to view project progress, tasks, and files securely online. Improve transparency and client satisfaction through real-time visibility.
. Billing & Invoicing Integration
Convert logged time and expenses into professional invoices automatically. Ensure you’re billing accurately and on time.
Progress Tracking & Reporting
Monitor progress with clear dashboards and project reports. Identify bottlenecks early and make data-driven decisions.
Customer Support and Knowledge Sharing
Awesome Support System
Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Track support performance with reports on response times, resolution rates, and customer satisfaction metrics. Include screenshots, documents, or product manuals directly in tickets or knowledge base articles to make responses more helpful.
Knowledge Base for Customers and Staff Members
Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area. Create and publish articles, guides, and FAQs to help customers find answers quickly. Reduce repetitive support requests and boost self-service efficiency.
Built in Staff Tasks
Assign task to multiple employees, add task followers, task comments allowed, task attachments. Add private notes to tickets and collaborate with your team behind the scenes without the client seeing internal communication.
Predefined Replies and Customer Feedback
Save time with predefined replies to common questions. Maintain consistent communication while improving response speed. Collect feedback from clients after tickets are resolved to measure satisfaction and improve service quality continuously.
Financial Management
Record Expenses
Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.
Record Payments
Record and receive payments in different currencies. Customers can pay you via Payfast and Paypal Auto generated PDF after each recorded payment. Zero commission or processing charges.
Manage Contracts
Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry.
Goals Tracking
Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.
Professional Invoicing
Generate branded invoices instantly from projects, tasks, or time logs. Automate recurring billing and send invoices directly via email.
Estimates & Quotations
Prepare professional estimates and proposals that can be easily converted into invoices once approved — saving time and ensuring accuracy.
Recurring Billing & Subscriptions
Automate billing for ongoing services or retainers. Set flexible intervals and manage recurring invoices without manual intervention.
. Billing & Invoicing Integration
Convert logged time and expenses into professional invoices automatically. Ensure you’re billing accurately and on time.
Payment Gateway Integration
Accept online payments through multiple gateways like PayPal, Stripe, and PayFast. Offer convenience while keeping transactions secure.
Credit Notes & Adjustments
Issue credit notes or adjustments directly against invoices to maintain clean and transparent financial records.
Financial Reports & Analytics
Gain valuable insights with financial dashboards and reports. Track revenue, expenses, and profitability to make informed business decisions.
Multi-Currency & Tax Management
Handle global clients effortlessly with built-in multi-currency support and configurable tax rates for accurate, compliant invoicing.
Expense-to-Invoice Conversion
Easily convert project-related expenses into billable items. Ensure every cost is accounted for and no revenue is lost.
Contract-to-Billing Workflow
Link contracts to invoices for seamless recurring revenue management. Automatically bill clients based on agreed terms and milestones.
Goals Tracking
Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.
Sales and Client Relations
Lead Management
Capture, organize, and track leads from multiple sources in one place. Assign them to team members and monitor progress through the sales funnel.
Pipeline Management
Visualize your entire sales process using a drag-and-drop pipeline. Track deal stages, forecast sales, and prioritize high-value opportunities.
Client Management (CRM)
Maintain a complete history of client interactions, invoices, communications, and projects. Strengthen relationships with a 360° client view.
Proposals & Estimates
Create and send professional proposals or quotes directly from the CRM. Clients can review, comment, and approve them online.
Automated Follow-Ups & Reminders
Never miss a sales opportunity with smart reminders for follow-ups, renewals, or pending approvals.
Email & SMS Integration
Engage with clients through built-in email and SMS modules. Send personalized messages, campaigns, or bulk communications with ease.
Ticketing & Customer Support
Link client issues directly to their profiles. Resolve support tickets efficiently and track client satisfaction from within the same system.
Client Portal Access
Empower clients with a secure portal to view invoices, projects, proposals, and contracts in real time — enhancing transparency and trust.
Activity Tracking & Communication Logs
Monitor every call, email, and note related to a client. Keep your sales team aligned and informed on all interactions.
Sales Forecasting & Reports
Access real-time data on deal value, win rates, and sales performance. Make informed decisions backed by visual dashboards.
Digital Signatures
Close deals faster by allowing clients to sign proposals and contracts digitally reducing paperwork and speeding up approvals..
Custom Fields & Segmentation
Categorize and filter leads or clients by industry, size, or region. Customize data fields to match your sales strategy.
