Discover our features

All the featuers you expect, even more

Resolve Work CRM offers all the features you, providing a comprehensive and versatile platform to streamline your business operations.

Cost-efficient, Time-bound Delivery

Simple Infrastructure Management

Efficient Scalability

Collaboration

Project Management Tool

Plan, organize, and manage tasks efficiently with automated updates and team collaboration in one platform.

Monitor progress in real time with dashboards, assign tasks, set milestones, and track project timelines easily.

Collaborate seamlessly by sharing files and feedback, reducing delays, and keeping everyone aligned on goals.

Illustration of a person pointing at a large checklist with dollar signs, accompanied by a calculator displaying the word 'Resolve'.The scene suggests financial planning or budgeting.

Easy Billing and Quotation

Invoice, Estimation & Proposal

Generate invoices quickly, ensuring accuracy and professionalism while simplifying billing and payment tracking effortlessly.

Create detailed estimates and proposals, adjust pricing easily, and maintain a polished, professional format effortlessly.

Streamline finances with automated reminders, integrated payments, and track invoices and client history in one platform.

API Integration

Custom API Integration

Seamlessly integrate third-party services with custom APIs, automating workflows and enhancing system functionality effortlessly

Access real-time data from multiple sources, ensuring accuracy and building tailored solutions for your business.

Eliminate manual data entry, reduce errors, and streamline processes with custom API integration for efficiency.

Features

Maximize Efficiency with Our Comprehensive Features

Projects

Effectively manage projects by assigning tasks, tracking progress, and monitoring deadlines. Work with team members, assign resources, track billable hours, and deliver projects on time while providing transparency to clients through real-time updates and project status monitoring.

Invoices

Generate professional invoices quickly with customizable templates, access multiple tax rates, attach supporting documents, and send them directly to clients. Automate recurring invoices, track payment status, and streamline financial management to ensure simplify accounting.

Estimates

Generate estimates quickly and send them to clients for review. Clients can view, approve, or request changes without logging in. Accepted estimates can be easily converted into invoices, making the sales process smoother and improving client communication.

Proposals

Create visually beautiful and professional proposals with images, tables, and rich media. Enable clients to comment and collaborate, ensuring alignment on project details. Track proposal status, follow up efficiently, and convert approved proposals into actionable projects or invoices easily.

Expenses Tracking

Track every business expenses, categorize them, and link them with projects or clients. Set up recurring expenses, monitor spending trends, and ensure accurate financial reporting. Simplify reimbursement processes and integrate expenses seamlessly into invoices for complete financial control.

Customer Portal

Provide clients with access to their own portal to view invoices, estimates, proposals, and support tickets. Enhance transparency, enable secure document access, allow online approvals and payments, and strengthen client communication while having centralized control over all customer interactions.

Tasks Management

Assign tasks with deadlines and priorities, track progress, set dependencies, and boost team collaboration. Simplify projects, improve accountability, and keep everyone informed with automated notifications.

Recurring Tasks

Automate repetitive tasks with scheduled intervals, ensuring consistent completion. Save time, reduce errors, and improve efficiency while keeping workflows organized for projects and internal processes.

Employee Time Tracking

Track employee time on tasks, projects, and client work accurately. Support hours-based billing, performance evaluation, and reporting, boosting transparency, productivity, and accountability across teams.

Esignature

Allow customers and staff to sign documents electronically. Automate contract approvals, proposals, and agreements without manual paperwork. Ensure secure and legally valid signatures while speeding up workflows, reducing processing time.

Lead Management CRM

Capture, track, and manage leads efficiently from multiple sources. Track lead status through the sales pipeline, automate follow-ups, and convert prospects into clients. Gain actionable insights into lead performance, optimize sales processes, and maximize conversion rates.

User Roles & Permissions

Define user roles and set permissions within the CRM. Manage which features, modules, or data each user can access. Provide security, compliance, and efficient collaboration by configuring access according to team responsibilities and organizational hierarchy.

Custom Fields

Add custom fields to clients, projects, invoices, and other records to capture specific detailed business information. Customize the CRM to unique special needs, enhance data collection, and ensure that all relevant information is recorded systematically for reporting and analysis.

API & Webhooks Integration

Integrate Resolve Work CRM with external application through APIs and webhooks. Automate data exchange, synchronize records between platforms, and extend functionality to suit business-specific needs. Enable perfect communication between applications and streamline workflow automation.

Custom Feature Development

Develop custom modules and features tailored to your unique business requirements. Extend the CRM’s functionality to meet operational needs, improve efficiency, and integrate with existing systems while maintaining flexibility, scalability, and alignment with business processes.

Workflow Automation

Automate business processes by creating rules that trigger actions based on conditions. Minimize manual effort, improve task consistency, and provide timely execution of repetitive tasks across projects, sales, and finance.

Payments Gatway

Accept online payments securely using integrated payment gateways like Razorpay and Stripe. Streamline client transactions, enable recurring billing, improve cash flow, enhance convenience, and ensure accurate payment tracking, all seamlessly managed directly within the CRM system.

Subscription

Manage subscription-based services efficiently by automating recurring billing. Charge customers automatically at specified intervals, track subscription status, and generate invoices seamlessly. Reduce administrative workload, minimize payment delays, and improve predictable income from subscription services.

Email Templates

Build reusable email templates for invoices, proposals, support tickets, and marketing campaigns. Maintain consistent communication, save time on repetitive messaging, and ensure professional correspondence. Personalize content dynamically while keeping client interactions efficient and accurate.

Calendar View

Visualize tasks, meetings, deadlines, and events in a calendar interface. Schedule and manage resources effectively, avoid conflicts, and ensure timely project execution. Enhance team coordination and planning by tracking all activities in a centralized, easy-to-use calendar.

Goals Tracking

Set measurable business goals, monitor progress, and analyze performance. Track sales targets, project milestones, or employee objectives. Gain insights into productivity, identify areas for improvement, and align team efforts to achieve organizational objectives efficiently.

Time Based Billing

Bill clients accurately based on hours spent or tasks completed. Track employee time, calculate billable hours, and generate invoices automatically. Making billing, simplify client approvals, and improve financial management across time-tracked projects.

Support Tickets

Manage customer support requests efficiently with ticketing. Track issue status, assign tasks to staff, and provide timely responses. Maintain customer satisfaction, prioritize critical issues, and store a complete history of all support interactions for future reference.

Help Docs

Provide clients with access to a knowledge base containing articles, guides, and tutorials. Reduce support workload, enable self-service, and improve customer satisfaction. Keep content organized and up-to-date for easy reference and efficient issue resolution.

Real Time Notification

Receive instant alerts for critical events, updates, or changes within the CRM. Ensure timely awareness of client actions, task completions, or project updates. Improve responsiveness and decision-making through proactive notifications and system alerts.

Unlimited Usage

Resolve Work CRM supports unlimited users, records, projects, and clients. Scale operations without restrictions, ensuring that growing teams or expanding businesses can manage all workflows efficiently without hitting system limitations.

Staff Management

Manage staff profiles, roles, and responsibilities effectively. Track attendance, performance, and task allocation while maintaining centralized oversight. Ensure efficient team collaboration, accountability, and access control across all CRM modules

Contracts

Create, store, and manage contracts securely within the CRM. Track approval status, send reminders, and link contracts to clients or projects. Streamline legal and administrative processes while ensuring easy retrieval and compliance with organizational standards.

Payment Receipts

Generate and send payment receipts automatically to clients after successful transactions. Ensure accurate record-keeping, improve transparency, and maintain organized financial documentation for auditing and client reference purposes

Billing management

Oversee all billing operations including invoice generation, payment tracking, and financial reporting. Automate recurring invoices, manage client accounts, and ensure accurate accounting to optimize revenue collection and reduce administrative workload.

File Management

Organize, store, and access files related to clients, projects, and tasks. Maintain a secure and structured repository for documents, enabling easy retrieval, collaboration, and efficient workflow management within the CRM.

Leads Captuirng Forms

Capture leads directly from your website using customizable forms. Automatically funnel new prospects into the CRM, assign to sales reps, and track lead status to improve follow-ups, conversions, and overall sales efficiency.

Personal TODO list

Enable users to manage personal tasks and priorities within the CRM. Organize daily activities, set deadlines, and track completion to improve productivity and ensure important work is completed efficiently alongside team responsibilities.

Leads email Integrations

Integrate incoming email systems to capture leads automatically. Convert email inquiries into CRM records, track correspondence, and maintain an organized database of leads for better follow-up and conversion strategies.

Reports

Generate comprehensive reports on sales, projects, expenses, and other key metrics. Analyze business performance, monitor KPIs, and gain insights to make data-driven decisions that enhance efficiency, profitability, and growth. - incode , expense, income vs expense all types.

Tax Rate Management

Manage multiple tax rates for products, services, and invoices. Ensure compliance with regulations, apply accurate taxes to transactions, and streamline financial reporting to simplify accounting and auditing processes.

Cron Jobs

Schedule and automate recurring tasks, notifications, or system updates using cron jobs. Reduce manual intervention, ensure timely execution, and optimize operational efficiency across all CRM workflows and business processes.