ChangeRequest.com Features - A CRM for Web Developers
Your Brand at the Top!
Put your logo on the header and you pick the subdomain such as http://xyz-design.changerequest.com. For a one time $99 fee we can set it up on a full domain of your choosing such as http://clientportal.xyz-design.com
Task Management
Internal and External Clients can create cases by submitting screenshots, sending email or logging into the web interface. You can estimate the tasks (time or money), prioritize, schedule and get their approval. When the work is done the client will receive an email notification and approve or re-open the case.
Organize Multiple Projects, Multiple Developers, Multiple clients
Simple workflow
- Internal or External client creates a case
- You estimate, assign & schedule
- Client approves the estimate
- The work is done
- Client approves or re-opens
Simple User Roles
- Client - internal or external client, usually the person requesting the changes
- Analyst - (Developers, designers, etc) usually the person doing the work
- Project manager - person creating projects, user accounts, sends invoices, has full access.
Screenshot Tool (Windows XP/Vista only)
Get the changes right the first time with an easy to use screenshot tool. Click an icon near the clock in windows, the screenshot will pop open, you can mark up the changes and submit right into the system.
Client Billing
Integrated payment gateway allows you to bill your external clients for your services. Create custom invoices, require advance deposits, and take payments by credit card (authorize.net account required), Paypal, or clients can print an invoice and mail a check. Note if you are using this for internal clients, or already have a billing system you can disable this feature.
Email Gateway
Connect ChangeRequest.com to an email account to receive requests and keep a record of all case comments.
Survey Tool
Allows you to survey clients to stay on top of satisfaction levels, and solicit testimonials.
Hosted Web Application
No installs, no server headaches, professional grade data center with firewall, nightly backups.
