Customer Relationship Management Software
From Businesses to Individual clients, manage your client relations online with cloud-based Daftra. Stay connected to your prospects and clients, close deals and sell to customers while catering to their needs, from purchases, assigned specialists, to online appointment bookings and follow-ups, subscriptions and memberships and access to their own portal.
Establish Customer Relations, Sell More.
Manage an integrated
database of contacts
Create dedicated customers’ profiles within a unified database of contacts and stay connected to them. You can add even more data in each customer profile with custom fields to personalize records your own way and add the information you regard necessary.
Categorize contacts to specialize communication with them. Attach notes and view customers’ information, appointments, payment statuses and full account statements from their profiles.
Assign staff members
at the customer’s service
Give clients the experience they deserve with personalized treatment. Dedicate specialized staff to handle a client or a group of categorized clients based on their expertise or at the client's own request. Keep track of the history of staff members’ communications, activity and transactions made by the staff on the clients’ profiles for better tracking and monitoring.
Provide a reliable Customer Portal
Make communication more efficient and give clients the control by offering them their own version of the system with Daftra Customer Portal where they can have access to their own personal information and invoices, be able to fulfill online payments, in addition to viewing shared attachments and receiving notifications of due payments and appointments. Customers can also make online booking requests via their portal, selecting their required service and the employee to be assigned according to their preference, at their own comfort.
Manage online bookings
Follow up on clients and keep them engaged by scheduling appointments for follow-ups, project discussions and more. Assign timing and available staff to confirm and share the appointment details with the client with automatic notifications and reminders.
Offer client memberships
Elevate clients’ experience by offering tailored memberships, fully customizable packages and subscription plans. Design your own membership bundles, assign points and credits, invoice members with subscription details and fees and follow up with clients’ attendance and plan consumption. Easily charge for extra points, manage credit charges and usage, renew plans and offer vouchers.
Take clients’ projects to the next level with work orders
Create dedicated work order files to manage complete client projects, seamlessly include all the project’s financial transactions, documents and related appointments in one centralized space. Follow up on the project, track your real-time spendings based on a pre-set budget, add expenses, incomes and generate profitability reports that you can easily share with your contracted client.
Install client payments for ease and flexibility
Manage and automate an installment system that arranges and eases your client payments. Simply set an installment agreement on your client’s invoice, specify the duration and amount to be received periodically, the system automatically creates an installment schedule and list with all the due payments and sends you and your client notifications of installment payments due dates as well as auto-payment status updates to keep you constantly informed.
Stay connected to your clients
Prioritize communication, stay connected to your customers and raise exposure and sell rate. Send invoices, estimates and attachments, automate booking confirmations and appointments reminders. Customize email templates, activate SMS and constantly reach out with your latest updates and offers.
Form insights with client reports
Generate detailed client reports that display their balance and account statements, sales and purchases, payments, installments and appointments details. Make data-informed decisions about your communication and performance with clients in regard to various system modules integrations.
Daftra Promises as Your
Find out why Daftra has been the choice of over 10,000 SMEs.
Daftra support is equipped to meet your every inquiry, round the clock, to satisfaction.
Daftra is hosted on secure servers, with 256-bit SSL encryption technology, so is your data in full, private, protected, with constant auto-backups for increased security.
Curated with personalization prioritized, create from scratch or find fully customizable templates, field entries, report filtering, customizable system colors and logo upload to maintain your brand.
Daftra user manuals are there to guide you, but you won’t feel lost without them. Easily navigate and use powerful features running in the back to provide you a seamless front.
Our intuitive user interface, backed by automation, is dedicated to serving serious business owners who have no time to waste.
Daftra is cloud-based, your business is never out of reach. Access and manage your business, anywhere, anytime, from any device, consistently updated and intact.
Daftra is constantly growing to expand supporting you. Ongoing updates are included for free, whatever plan you select, forever.
All-in-one and accessible for your business in whatever size and budget. Replace a number of tools, with their effort of learning and fees by investing in one budget-friendly solution.