Project Management

Manage your projects efficiently with the built-in Project Management System.

• Track project progress in real time
• Assign tasks to multiple team members
• Track time spent on tasks
• Record project expenses
• Generate invoices directly from projects

FutgenCRM helps teams collaborate effectively and deliver projects on time.

Professional Invoice Management

Create and send professional invoices in seconds.

• Generate stylish invoices instantly
• Attach documents and send invoices directly to clients
• Automatic recurring invoices
• Support for multiple tax rates per item
• PDF invoice generation for easy sharing

Recurring invoices can be scheduled monthly, quarterly, or yearly.

Quick Estimate Creation

Create and send estimates within minutes.

• Send estimates directly to customers
• Customers can review estimates without login
• Convert estimates to invoices automatically after approval
• Easy estimate tracking and management

This feature speeds up your sales process and improves customer experience.

Beautiful Proposal Builder

Impress your potential clients with professional proposals.

• Create visually attractive proposals
• Include images, tables, and YouTube videos
• Allow clients to comment on proposals
• Easily manage proposal discussions

Perfect for agencies, freelancers, and service providers.

Lead Management System

Track and manage potential customers with ease.

• Kanban-style lead pipeline
• Convert leads to customers instantly
• Attach documents and notes
• Automatically import leads from emails
• Create proposals directly from leads

FutgenCRM helps you convert more leads into paying customers.

Expense Tracking

Keep your company expenses organized.

• Record business expenses easily
• Create recurring expenses automatically
• Set expenses as billable to clients or projects
• Support for daily, weekly, monthly, or yearly recurring expenses

Monitor your business spending with complete transparency.

Payment Management

Receive and record payments effortlessly.

• Accept payments in multiple currencies
• Integrate payment gateways like PayPal and Stripe
• Automatically generate payment receipts in PDF
• Track payment history and invoices

Ensure smooth and secure transactions for your business.

Advanced Support Ticket System

Provide excellent customer support with the integrated Help Desk System.

• Automated ticket responses
• Ticket assignments to staff members
• Priority and status management
• Attachments and internal staff notes
• Predefined responses for faster support

Improve customer satisfaction with efficient support management.

Knowledge Base System

Create helpful knowledge base articles for customers and staff.

• Easy article creation with rich text editor
• Knowledge base voting system
• Improve documentation based on user feedback

Reduce support tickets and help customers find answers quickly.

Staff Task Management

Assign and manage tasks easily across your team.

• Assign tasks to multiple employees
• Add followers and comments
• Attach files and documents
• Track task progress and deadlines

Improve team productivity and collaboration.

Contract Management

Manage contracts professionally with FutgenCRM.

• Create and send contracts quickly
• Generate PDF contract documents
• Send automatic reminders before contract expiry
• Maintain records of all agreements

Secure long-term business relationships with proper contract management.

Customer & Lead Surveys

Collect feedback from customers, leads, and staff.

• Create customizable surveys
• Send surveys via email campaigns
• Analyze responses and improve services

Understand your customers better and improve your business performance.

Smart Business Calendar

Get a clear overview of your business activities.

• View tasks and project deadlines
• Track invoice and estimate expiry dates
• Monitor contract expiration dates
• Manage company events in one place

Stay organized and never miss important deadlines.

Company Newsfeed

Improve internal communication with your team.

• Share company updates
• Upload documents
• Notify employees about important events

Keep your team informed and connected.

Goals Tracking

Set and monitor company goals effectively.

• Define business targets
• Track team achievements
• Notify staff about goal success or failure

Motivate your team to achieve better results.

Custom Fields

Customize FutgenCRM to match your business needs.

• Add custom fields to customers, invoices, estimates, and more
• Include custom fields in generated PDFs
• Store additional business information easily

Make the CRM work exactly the way your business needs.

Powerful Reporting System

Get clear insights into your business performance.

• Sales reports
• Customer reports
• Income reports
• Item sales reports
• Lead conversion reports
• Knowledge base analytics

Analyze business data and make better decisions.

Survey Analytics

Generate detailed reports from survey responses.

• Visual survey results
• Customer feedback insights
• Performance analysis

Improve services using real customer feedback.

FutgenCRM – Complete Business Management Solution

FutgenCRM combines CRM, project management, invoicing, support system, and automation tools into one powerful platform to help businesses manage operations and grow faster.