Taskvera It Solution
Opt Providence Junior School, IMA Hall Road, Nadakkavu, Kozhikode
Kerala 673011 India
Build Confidence
With every CRM Software
Daily Statistics
Donut charts are ideal for co,paring proportions of a whole.
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.
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.
Tailor Your Business Reports in Minutes
Bring your CRM to your business operation
Display and edit CRM date on top of Linkedin business profiles
Managing deals just got easier
Create plpeliness to match your workflow, Collaborate with team members, and more deals
FAQ
Frequently Asked Questions
Explore answers to commonly asked questions in Outgrid’s comprehensive FAQ section.
Generally, you can use Taskvera CRM without internet on localhost installation but you will need to lose the benefits from some features as for example:
- Pusher.com real-time notifications.
- Auto updates.
- Google reCaptcha
- Media
- All Online payment gateways
- E-Signature (v2.0.0 and above)
The contacts email are unique because of the email piping/auto importing tickets feature and because the email is used for login.
If you have an email address that is not unique in the system database the script won’t know the company to link the imported ticket.
If you have an email address that is not unique in the system database the script won’t know the company to link the imported ticket.
If you are getting HTTP ERROR 500, this means that there is some error thrown in the back-end which is causing Taskvera CRM to stop working.
Unfortunately not, the PDF documents are only generated in LTR direction.
Good ratings would help other users make a comfortable decision while choosing Taskvera CRM and be assured of the support we provide, also good ratings will really help for further development and improvements
Yes, you can use Cloudflare with Taskvera CRM but you will need to disable one Cloudflare feature and always remember to purge your Cloudflare cache after each update, refer to the points below.
- Make sure that the Cloudflare Rocket Loader feature is disabled.
- After each update, always purge your Cloudflare cache.
Unfortunately, we do not provide customization services, do any custom work nor we will work for you.
Be reasonable and don’t open tickets and ask for customization which leads to cutting down development time for Taskvera CRM.
What you see in the demo is what comes with your purchase, in case you need anything different to fulfill your requirements, you can hire another developer to do this for you.
Test in the demo and if Taskvera CRM fits for your requirements feel free to buy, additionally, we highly recommend to check the support policy too
If you found some bugs feel free to report them via our support system and will be fixed.
Be reasonable and don’t open tickets and ask for customization which leads to cutting down development time for Taskvera CRM.
What you see in the demo is what comes with your purchase, in case you need anything different to fulfill your requirements, you can hire another developer to do this for you.
Test in the demo and if Taskvera CRM fits for your requirements feel free to buy, additionally, we highly recommend to check the support policy too
If you found some bugs feel free to report them via our support system and will be fixed.
Yes! You can translate Taskvera CRM very easy. Follow the documentation instructions and translate in your own language.
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