Taskvera It Solution
Opt Providence Junior School, IMA Hall Road, Nadakkavu, Kozhikode
Kerala 673011 India
About Taskvera
We are a dedicated CRM (Customer Relationship Management) software provider committed to helping businesses build stronger relationships with their customers, streamline operations, and accelerate growth.
In today’s competitive market, managing customer data, tracking sales, and delivering exceptional service are key to success. That’s where our CRM solutions come in — designed to empower businesses of all sizes with the tools they need to stay organized, efficient, and customer-centric
Our mission
To help businesses build lasting customer relationships through smarter technology.
Our Vision
To be a global leader in CRM technology — empowering businesses to deliver exceptional customer experiences, improve collaboration, and drive sustainable growth.
Examine Remarkable The Core Features.
Project Management Tool
Manage projects smarter—track time, control expenses, assign multiple team members, and invoice customers accurately with ease.
One Click Invoice Creation
Create professional invoices with file attachments, item-wise tax options, and automated recurring invoices generated from 1 to 12 months.
Create Estimates
Create estimates fast, send to customers, auto-convert to invoices on approval, and allow customer actions without login.
Design Professional Proposals
Create stunning proposals with images, tables, and videos. Impress clients and collaborate easily through built-in proposal comments.
Leads Management
Track leads with a simple Kanban, attach files, add notes, auto-import from email, convert leads to customers, and create proposals.
Expense Management
Automatically create recurring expenses by day, week, month, or year, and set them as billable to customers or projects.
Record Payments
Receive payments worldwide in multiple currencies via PayPal and Stripe, with automatic PDF receipts for every transaction.
Powerful Support System
Advanced support ticket system with auto-responses, staff notes, assignments, attachments, predefined replies, priorities, and statuses.
Knowledge Base for Customers & Staff
Create knowledge base articles with a rich editor and customer usefulness voting.
Contract Management
Create and send PDF contracts quickly, lock in future sales, and set automatic expiration reminders.
Surveys for Leads, Customers & Staff
Create surveys with custom questions and send them to leads, customers, staff, or custom email lists.
Detailed Calendar
View all company events, invoice due dates, contract expirations, estimate expirations, and task deadlines in one calendar.
Create Additional Custom Fields
Add flexible custom fields to tailor your workflow and include them in invoices, estimates, and PDFs.
Simple Reports For Quick Overview
Sales, income, customer, and lead conversion reports with custom date filtering and knowledge base usefulness tracking.
Survey Reports
Create detailed and insightful survey reports to evaluate feedback and improve decision-making.
Store all Customer information one place for easy access.
A complete CRM solution to manage leads, customers, projects, billing, and support efficiently in one place.
Try for free