Confleo

    Lifetime deal

    You are a freelancer or an SMB getting a lot of projects from different clients. You got a team to manage who performs for you, works for you day in day out. You got agents who work as a support team for any of the technical queries you receive from your clients.
    But how would you manage all of these different sets of users in one place, track all their activities without ever going outside? Meet Confleo!
    Confleo is an all-in-one project management and CRM tool that allows you to create and self-manage multiple projects, assign multiple users within it, create stunning invoices for your clients and even accept payments from them through in-built payment gateways!
    What's more, Confleo comes with a fully functional HR system where you can create multiple departments and designations for your team members. It also comes with dedicated leave management and attendance management system.
    It’s easier than ever to keep your clients and staff synced in one place.
    Access Confleo today!

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    Overview

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    Plans & features

    Deal terms & conditions

    • Lifetime access to Confleo Plan
    • You must redeem your code(s) within 60 days of purchase
    • All future Confleo Plan updates
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    60 day money-back guarantee. Try it out for 2 months to make sure it's right for you!

    From the founders

    November 10, 2021

    Hey, awesome Sumo-ling community!

    This is Simar from Confleo!

    We are thrilled to be part of AppSumo and really excited to launch our CRM tool with you guys 😀

    What is Confleo?

    Confleo is an all-in-one project management and CRM tool that allows you to create and self-manage multiple projects, assign multiple users within it, create stunning invoices for your clients and even accept payments from them through in-built payment gateways!

    What’s more, Confleo comes with a fully functional HR system where you can create multiple departments and designations for your team members. It also comes with dedicated leave management and attendance management system.

    Why we started?

    You are a freelancer or an SMB getting a lot of projects from different clients. You got a team to manage who performs for you, works for you day in day out. You got agents who work as a support team for any of the technical queries you receive from your clients. But how would you manage all of these different sets of users in one place, track all their activities without ever going outside? That's when we started building Confleo.

    Who are the target audiences?

    Any freelancer or an SMB (Small to Medium Businesses) are our target audiences. We do not compare ourselves with giants like Salesforce or Zoho. This is the very initials of our journey and we know our capabilities. If your purpose is to track your everyday tasks, manage your resources, manage your clients, work with invoices, then Confleo will be REALLY good for you. It’s a CRM tool with a focus on client and task management. It’s not a workflow management tool.

    What can you do with Confleo?

    You can do a LOT with Confleo. It’s a beautiful and extremely easy-to-use tool. You can

    • Create unlimited projects with details like start date, end date, and other critical details.

    • Create unlimited clients and associate with projects

    • Create unlimited leads

    • Create invoices for your clients from our existing templates

    • Add your team members and manage their roles and permissions

    • Access inbuilt leave management system to apply or approve leaves

    • Access inbuilt attendance management system

    • Set permissions for clients to restrict what they see

    • Track tasks and leads using Kanban boards

    • Track project progress through Gantt charts

    • Enable or disable notifications for different events

    • Set your organization’s own holiday calendar

    • Create custom fields

    • Integration with Slack to get notifications on your slack channels.

    What’s our goal?

    Our goal right now is to get exposure, to get visibility. We are not aiming to make some huge bucks. That’s not our goal for now. That’s the reason we are offering our premium features on AppSumo at very marginal prices.

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