Customer Management
Customers Relationship & Project Management
Some Key Features
PROJECT MANAGEMENT TOOL
Easily organise projects, bill clients, and keep track of spending using our project management tool. Task-sharing among staff members is encouraged. Time tracking is also encouraged.
ONE CLICK INVOICE CREATION
Quickly and easily create professional invoices. With invoice PDFs included, attach files and deliver them directly to clients. Set up regular invoices, customise taxes based on goods, and automate invoice generation for simple invoicing.
CREATE ESTIMATES
Produce precise estimates in a matter of minutes. Send them to clients and generate bills quickly after they are accepted as an estimate. Even without logging in, clients can examine estimates and interact with them.
CREATE GOOD LOOKING PROPOSALS
Make a good impression on potential clients with your offers. To insert photos, tables, and YouTube videos, use our robust editor. Encourage conversation by allowing comments on the proposal.
LEADS MANAGEMENT
Using the simple Kanban approach, efficiently track leads and keep tabs on their development. For easy lead management, attach files, convert leads to customers, import leads from emails, generate proposals, and leave notes.
RECORD EXPENSES
Easily keep track of business expenses. Create recurrent expenses that will be generated automatically at predetermined times. Select whether expenses should be charged to clients or projects.