Product Detail
CRM for Customer Management, Project Management and Invoice Creation
Admin Dashboard Features:
Dashboard
Customers
SALES
- Proposals
- Estimates
- Invoices
- Payments
- Credit Notes
- Items
SUBSCRIPTIONS
EXPENSES
CONTRACTS
PROJECTS
INVENTORY
- Items
- Inventory receiving voucher
- Inventory delivery voucher
- Packing lists
- Internal delivery note
- Loss & adjustment
- Warehouse
- Inventory history
- Report
- Settings
TASKS
SUPPORT
LEADS
ESTIMATE REQUEST
KNOWLEDGE BASE
UTILITIES
- Media
- Bulk PDF Export
- Calendar
- Announcements
- Activity Log
- Ticket Pipe Log
REPORTS
- Sales
- Expenses
- Expenses vs Income
- Leads
- Timesheets overview
- KB Articles
SETUP
CUSTOMERS
- Groups
SUPPORT
- Departments
- Predefined Replies
- Ticket Priority
- Ticket Statuses
- Services
- Spam Filters
LEADS
- Sources
- Statuses
- Email Integration
- Web to Lead
FINANCE
- Tax Rates
- Currencies
- Payment Modes
- Expenses Categories
CONTRACTS
- Contract Types
ESTIMATE REQUEST
- Forms
- Statuses
MODULES
EMAIL TEMPLATESS
CUSTOM FIELDS
GDPR
ROLES
MENU SETUP
- Main Menu
- Setup Menu
SETTINGS
Customer Dashboard Features:
Knowledge Base
Projects
Invoices
Estimates
Proposals
Profile
Company Details
