What is Earn Spot CRM?
Earn Spot CRM is a comprehensive customer relationship management system that helps businesses manage clients, projects, tasks, sales, invoicing, and team collaboration — all in one centralized platform. It is designed for businesses looking to streamline operations, improve customer engagement, and boost productivity.
Who can use Earn Spot CRM?
Earn Spot CRM is ideal for startups, agencies, freelancers, service providers, educational institutions, and enterprises looking for an integrated system to manage their customer and business operations.
What are the main modules included in Earn Spot CRM?
Earn Spot CRM includes:
-
Dashboard & Analytics
-
Clients & Client Users
-
Projects & Project Templates
-
Tasks & Time Tracking
-
Leads & Sales Pipeline
-
Invoices, Payments, Estimates
-
Proposals & Contracts
-
Tickets & Support (Canned Responses)
-
Knowledgebase
-
Subscriptions (Stripe Integration)
-
Team Management & Roles
-
Reports & Timesheet
-
Internal Messaging & Communication
Is Earn Spot CRM cloud-based or self-hosted?
Earn Spot CRM is a cloud-based solution, meaning you can access it from anywhere using a web browser. All your data is securely stored on cloud servers with regular backups.
Does Earn Spot CRM offer role-based access control?
Yes. You can assign different roles to users (e.g., Admin, Manager, Team Member, Client) and control their access and permissions within the system.
Can I manage my sales process using Earn Spot CRM?
Absolutely. The CRM provides tools for managing leads, sales funnel stages, estimates, invoices, payments, and follow-ups – everything you need to close deals faster.
Is there support for task management and project tracking?
Yes. Earn Spot CRM includes a robust task and project management module with project templates, deadlines, milestones, and real-time progress tracking.
Does Earn Spot CRM support recurring billing or subscriptions?
Yes, it includes a subscriptions module integrated with Stripe for managing recurring payments and automated invoicing for your services or products.
Can I generate reports using Earn Spot CRM?
Yes, the CRM includes detailed reports on sales, invoices, projects, team performance, time tracking, and more to help with business decision-making.
How does Earn Spot CRM handle customer support?
It features a ticketing system with canned responses, ticket tracking, and client communication tools. There's also a knowledgebase to assist customers with self-service options.
Is there a built-in messaging or collaboration tool?
Yes. Earn Spot CRM has an internal messaging system where team members can communicate, share updates, and collaborate on tasks and projects.
Can clients access the platform?
Yes, you can create client user accounts with limited access. Clients can view their projects, invoices, contracts, and raise support tickets.
Does Earn Spot CRM integrate with third-party tools?
The platform offers integrations like Stripe for payments. More third-party integrations may be supported based on customization or future updates.
Is my data secure on Earn Spot CRM?
Yes, security is a priority. The platform uses secure connections (SSL), role-based access control, and frequent data backups to protect your information.
How do I sign up or request a demo of Earn Spot CRM?
You can visit
https://earnspot.site/account/signup to sign up or request a demo. The team can also provide a walkthrough based on your business needs.
Are customizations available?
Yes, Earn Spot CRM offers customization services for businesses that require specific modules, workflow automation, or branding changes.
Is there a mobile app for Earn Spot CRM?
Currently, Earn Spot CRM is accessible via any mobile browser. A dedicated mobile app may be in development or available upon request for enterprise clients.
What support options are available?
Support is available through a built-in ticketing system. Additionally, users can access documentation, FAQs, and the knowledgebase or reach out to support via the website.
