Overview

RAKSQUAD CRM is a powerful business management platform designed to centralize your customers, sales, projects, billing, and operations in one unified system.

Unlike typical SaaS platforms where your data sits together with thousands of other companies, RAKSQUAD CRM is deployed exclusively for your business — giving you full control, security, and customization.

This means your system is built for you, not shared with everyone else.

1. Executive Dashboard

Get a real-time overview of your business operations.

• Invoices awaiting payment
• Converted leads tracking
• Active projects monitoring
• Tasks pending completion
• Outstanding invoices overview
• Past due invoices tracking
• Paid invoices monitoring
• Lead conversion statistics
• Project status analytics
• Weekly payment reports
• Activity timeline
• Calendar view for schedules and deadlines

2. Customer Management (CRM Core)

Centralized customer database that allows your team to manage every client relationship efficiently.

• Customer profiles
• Primary contact information
• Email and phone tracking
• Customer status (active/inactive)
• Customer groups
• Date created tracking
• Contact management
• Import customers
• Bulk actions
• Customer activity monitoring

3. Sales Management

Full sales pipeline management.

Proposals

• Create professional proposals
• Track proposal status
• Set proposal expiration dates
• Proposal revisions
• Tags and categorization

Estimates

• Generate estimates for clients
• Track acceptance status

Invoices

• Create invoices
• Track payments
• Invoice status monitoring

Payments

• Record client payments
• Track payment methods

Credit Notes

• Issue credit adjustments

Items Catalog

• Manage billable products/services

4. Subscription Management

For recurring revenue businesses.

• Recurring billing
• Subscription plans
• Customer subscriptions
• Automatic invoicing

Perfect for SaaS businesses, maintenance contracts, and membership programs.

5. Expense Tracking

Monitor company expenses and maintain financial transparency and reporting accuracy.

• Expense logging
• Receipt attachment
• Expense categories
• Payment modes
• Tax configuration
• Reference numbers
• Recurring expenses
• Customer expense allocation

6. Contracts Management

Store and manage agreements.

• Contract records
• Contract expiration tracking
• Client contract association
• Expiring contract alerts

7. Project Management

Track and manage company projects.

• Project creation
• Project members
• Start date and deadlines
• Customer assignment
• Project status tracking
• Tags and categorization
• Project summary dashboard

Project statuses: Not Started, In Progress, On Hold, Cancelled, Finished.

8. Task Management

Manage internal team productivity.

• Task assignment
• Task priorities
• Due dates
• Task tags
• Status tracking
• Task summaries
• Kanban board support
• Bulk task actions

Task statuses: Not Started, In Progress, Testing, Awaiting Feedback, Complete.

9. Lead Management

Track potential customers and convert prospects into paying customers efficiently.

• Lead database
• Lead value tracking
• Lead source tracking
• Lead assignment
• Lead status monitoring
• Filtering and search
• Lead tags

10. Support System

Customer support ticket management.

• Ticket tracking
• Customer support communication
• Issue resolution workflow
• Ticket assignment

11. Knowledge Base

Internal or public documentation system that reduces repetitive support requests.

• Create articles
• Organize article groups
• Publish support content
• Customer self-help portal

12. Business Reports & Analytics

Comprehensive reporting tools to help management make better business decisions.

Sales Reports

• Invoice reports
• Items reports
• Payments received
• Credit notes report
• Proposal reports
• Estimates reports
• Customer reports

Analytics Reports

• Total income reports
• Payment mode breakdown
• Customer group revenue analysis

13. System Utilities

Administrative tools for system control.

• System utilities
• Data tools
• Administrative configurations

14. System Setup

Configure system settings.

• Currency configuration
• Taxes
• Payment modes
• Customer groups
• System roles and permissions

Key Advantage vs Traditional SaaS CRM

Most CRM systems are multi-tenant SaaS platforms, meaning your business shares the same infrastructure and database environment with thousands of other companies. RAKSQUAD CRM is different.

Dedicated Deployment

Your system is:

• Built specifically for your company
• Hosted separately
• Fully customizable
• Not shared with other businesses

Benefits include:

• Better security
• Full data ownership
• Custom features available
• No SaaS platform limitations
• Scalable as your business grows

Your CRM becomes a system that grows with your business.

Pricing

Pricing is flexible and depends on your company's operational requirements.

Base Pricing

• One-time setup fee — ₱50,000
• Monthly system maintenance — ₱5,000 / month

Includes

• System deployment
• Initial configuration
• Hosting setup
• System updates
• Technical support
• Minor feature adjustments

Note: Pricing is subject to change upon gathering all requirements and additional customizations. Customizations may incur additional fees. This is to prevent so-called hidden fees — all costs are discussed and agreed upon upfront.

Ideal For

RAKSQUAD CRM is suitable for:

• Agencies
• Service companies
• IT firms
• Consulting businesses
• Construction companies
• Marketing teams
• Software development firms
• Startups scaling operations