Product Detail

An all-in-one tool for managing your clients, projects, leads, tasks, invoices, payments, and much more.

CRM Features:

Dashboard

Customers

  • Clients
  • Client Users

Projects

  • Projects
  • Templates

Tasks

  • New
  • In Progress
  • Awaiting Feedback
  • Completed

Leads

  • New
  • Contacted
  • Qualified
  • Disqualified
  • Proposal Sent
  • Converted

Sales

  • Invoices
  • Payments
  • Estimates
  • Products
  • Expenses

Other

  • Team
  • Members
  • Time sheets
  • Settings