3 Factors that can keep you away from improving interactions with prospects and clients:

Factor #1
Lack of Data and Insights

Effective interaction management and improvement rely on data-driven insights, and you may struggle to collect, analyze, and leverage this information effectively.

Factor #2
Communication Gaps

Communication gaps, that arise due to issues with internal communication processes, results in miscommunication, inconsistent messaging, or delayed responses, and can hinder the client experience.

Factor #3
Limited time and team resources

Balancing operational responsibilities with client interactions can be demanding and time-consuming, potentially leading to missed opportunities for engagement and growth.




We are a good fit for you if
you are a:


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Small business owner


Our app caters to single-person or small team businesses, allowing you to efficiently manage client relationships without extensive resources.

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Time-strapped Entrepreneur


If you have limited time available, our app can help you streamline client interactions and engagement efficiently.

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Solo professional


Independent professionals, such as consultants, freelancers, and coaches, can benefit from our app to maintain strong client relationships without requiring a dedicated support team.

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Data-driven Business Owner


If you rely on data and insights to make informed decisions about client engagement strategies and preferences, our app is a valuable tool for you.

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Communication conscious marketer


If you're looking to bridge communication gaps, our app provides a unified platform for seamless client communication, reducing miscommunication and delays.

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Budget-conscious startup founder


For newly established businesses, our app offers effective client interaction management without the need for heavy investments in CRM software.

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Multitasker


If you're juggling multiple roles, our app simplifies client and prospect management alongside your other responsibilities.

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Business owner entering scale up phase


As your business expands, our app ensures you can maintain personalized client interactions, preventing growth from compromising client relationships.

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We help you overcome some challenges you face in client & prospects management.


Challenges when you use existing client management CRM solutions

There are many solutions, that offer help in client management efforts. Some of the challenges faced there include:

  • Choosing between CRM options poses decision-making challenges.
  • CRM implementation often exceeds budget expectations, creating financial stress.
  • Learning curve affects user adoption and smooth CRM transition.


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Challenges when you use existing general project management CRM solutions

There are many solutions, that offer help in generap project management efforts. Some of the challenges faced there include:

  • Resource-intensive setup distracts from core client management priorities.
  • Overly complex systems may dilute client-centric efforts.
  • Comprehensive CRM solutions demand rigorous training and onboarding efforts.

Challenges when you use non CRM tools or google sheets:

There are some non CRM tools that can be put to use for cliemtn management. But they do come with challenges:

  • Substitute solutions lead to fragmented and dispersed client data.
  • Scaling client management becomes a bottleneck as businesses grow.
  • Limited automation capabilities result in manual, time-consuming tasks.

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Features of our on-demand Cilents and Prospects Management CRM Web-app


Client Relationship Management:

A centralized hub to securely store client information, interactions, and comprehensive history.

Task and Calendar Management:

Integration to help you schedule and manage client meetings, follow-ups, and deadlines.

Communication Tools:

In-app messaging, email integration, and video conferencing for seamless client communication.

File and Document Management:

Secure and Efficient storage for easy retrieval of important client-related documents.

User-friendly Interface:

The app provides a user-friendly, intuitive and easy to navigate interface, with an easy learning curve.

Security:


Your personal data and also your client data is completely secured and never comprimised.

Trustworthy Assistance:

Reliable help and guidance for a seamless user experience and effective problem-solving.

Pay when you use, not when you don't:

Pay only for when you use the solution, ensuring cost-effectiveness and budget control.





About us

Our 9-part solution propels prospects and clients management for small businesses, solo professionals, and startup founders, offering efficient tools to streamline client relationships and engagement. Time-strapped entrepreneurs, data-driven business owners, and communication-conscious marketers will benefit from valuable insights and seamless interactions. Multitaskers and those in the scale-up phase can simplify management and maintain personalized client interactions without heavy investments.

  • 1
    Project Empowerment:

    Elevate client and prospects management by creating limitless projects, forming dedicated teams, and seamlessly assigning tasks for efficient project completion.

  • 2
    Task Prioritization:

    Enhance client and prospects management through task prioritization, multi-member assignment, and clear progress tracking via Kanban boards.

  • 3
    Team and Client Collaboration:

    Improve client and prospects management by effortlessly adding, removing, and empowering users within a collaborative environment, enhancing project and task engagement.

  • 4
    Unlimited Video Engagement:

    Elevate client and prospects management with unrestricted video conferences, fostering seamless discussions with clients and team members.

  • 5
    Lead Conversion:

    Achieve superior client and prospects management by tracking opportunities, engaging potential customers, and efficiently converting leads into satisfied paying clients.

  • 6
    Effortless Payments:

    Simplify client and prospects management through integrated invoicing and payment options, offering a seamless financial experience within the application.

  • 7
    Unified Team Communication:

    Streamline client and prospects management with in-app chat, ensuring efficient discussions and collaboration without leaving the application.

  • 8
    Visual Project Insights:

    Gain clarity on project and task deadlines through Gantt Charts and Calendars, enhancing overall client and prospects management.

  • 9
    Transparency with Estimates:

    Boost client and prospects management by providing comprehensive work cost estimates, instilling confidence in potential clients.

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    Pricing

    Try Our Risk-Free: 14-Day Free Trial with Limited Features.
    Upgrade Anytime, No Credit Card Required to Get Started.

    $ 10

    (₹ 800)

    billed monthly

    Clients Foundation Plan

    [$90 or ₹ 7,200]
    billed annually

    • 1 GB Stoage
    • 50 Projects
    • 200 Tasks
    • 100 Users*
    • 50 Invoices
    • 100 Gantt
    • Unlimited Todo lists
    • Unlimited Chat
    • Unlimited video meetings
    • Leads management
    • Make notes
    • Unlimited reports
    Start Free Trial

    $ 30

    (₹ 2,400)

    billed monthly

    Clients
    Progress
    Plan

    [$270 or ₹ 21,600]
    billed annually

    • 4 GB Storage
    • 200 Projects
    • 800 Tasks
    • 400 Users*
    • 200 Invoices
    • 400 Gantt
    • Unlimited Todo lists
    • Unlimited Chat
    • Unlimited video meetings
    • Leads management
    • Make notes
    • Unlimited reports
    Start Free Trial

    $ 60

    (₹ 4,800)

    billed monthly

    Clients
    Expansion
    Plan

    [$540 or ₹ 43,200]
    billed annually

    • 10 GB Storage
    • 500 Projects
    • 2000 Tasks
    • 1000 Users*
    • 500 Invoices
    • 1000 Gantt
    • Unlimited Todo lists
    • Unlimited Chat
    • Unlimited video meetings
    • Leads management
    • Make notes
    • Unlimited reports
    Start Free Trial

    $ 90

    (₹ 7,200)

    billed monthly

    Clients
    Growth
    Plan

    [$810 or ₹ 64,800]
    billed annually

    • 20 GB Storage
    • 1000 Projects
    • 4000 Tasks
    • 2000 Users*
    • 1000 Invoices
    • 2000 Gantt
    • Unlimited Todo lists
    • Unlimited Chat
    • Unlimited video meetings
    • Leads management
    • Make notes
    • Unlimited reports
    Start Free Trial




    FAQs



    CRM is a centralized hub that securely stores client information, interactions, and history. It's essential for building and maintaining strong client relationships, leading to better business outcomes.

    CRM streamlines client information management, providing insights into client preferences and behaviors. This data helps improve customer satisfaction, retention, and overall business growth.

    Data-driven insights provide a deeper understanding of client behaviors and preferences, allowing for more effective and personalized interactions.

    Communication gaps often result from internal process issues, leading to inconsistent messaging and delayed responses that impact the client experience.

    Balancing operational responsibilities with client interactions can be challenging. Our CRM tool offers automation and task management features to help streamline client engagement. Our CRM tool provides insights and reporting capabilities that highlight missed opportunities, enabling you to take proactive steps for engagement and business growth.

    This allows you to schedule and manage client meetings, follow-ups, and deadlines efficiently. It ensures you never miss important appointments or tasks.

    The CRM offers in-app messaging, email integration, and video conferencing for seamless client communication, making it easy to stay in touch with your clients.

    Yes, the CRM ensures the security and privacy of your communication data, adhering to industry-standard security protocols.

    File and document management provide secure and efficient storage, allowing you to easily retrieve important client-related documents. This ensures you have all the necessary information at your fingertips during client interactions.

    Lead conversion refers to the process of turning potential customers (leads) into paying clients. It's crucial for business growth as it directly impacts revenue. Our CRM tool provides features to track and manage leads, allowing you to nurture and engage potential clients effectively until they convert into satisfied paying clients.

    Integrated invoicing and payment options simplify the financial aspects of client management, making it convenient for both businesses and clients. Our CRM tool typically supports various payment methods such as PayPal, Stripe, Razorpay, and Bank Transfer, ensuring flexibility for both businesses and clients.

    Our 15-day free trial provides full access to all 9 parts of our solution, allowing you to test its capabilities. During the trial, you can experience its efficiency and effectiveness for your needs, with certain usage limits to ensure a seamless experience. This trial period empowers you to make an informed decision before committing to a paid plan.

    Yes, you have the flexibility to stop using a paid plan and then re-access it after a gap. If you choose to pause or cancel your subscription, your data will be securely stored. When you decide to come back, you can easily re-activate your paid plan and continue using our solution seamlessly, with all your previous settings and data intact.

    Yes, you can upgrade from a lower plan to a higher plan at any time, even in the middle of a month. When you upgrade, you will be charged pro-rata for the remaining days of the month based on the price difference between the two plans. This allows you to access the additional features and benefits of the higher plan immediately without waiting for the start of a new billing cycle.

    Yes! Invoices are automatically created once you upgrade on the product or each month when your subscription renews automatically.

    Send us a message through ticket raising in HelpDesk and we will get back ASAP.

    From instaTASQ Blog



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