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CRM is a Lead management tool for maintaining precision in managing of multiple leads. Using this proficient tool you could manage the visibility of your leads across various stages in the pipeline. It guarantees improved efficiency with an ease in allocating multiple resources to various leads simultaneously.
Get an overview of total clients, users, deals, and invoices along with a graphical representation of invoice – payment chart. A calendar for the management of deals and task deadlines makes it easier for firms to make informed decisions.
Appoint multiple users on various deals. You could assign roles to them and control their access to certain parameters by assigning permissions.
Create multiple clients on various deals. You could control their access to certain parameters by assigning permissions. Assign multiple clients on the same deal. Thus, multi-user, multi-client feature facilitates ease in deal management.
Control access of users by assigning permissions on various modules for each role. Similarly, you could assign permissions to limit the client’s activity on assigned deals.
Create an invoice for deals by assigning due dates and tax rates. Edit existing invoices by adding products and changing the invoice status. Add payments through available payment modes. Your client can pay invoice via Paypal and Stripe based on your setting.
Manage new expenses by selecting from various categories on given deals. Assign the user to an expense and keep a clear tab on an amount and date on which the given expense occurred. A file could be attached to support evidence. Update existing expenses in case of any change.
Add & Manage new products to an already existing list of products. Add product descriptions and prices along with attaching files for each product.
Customize your system settings by adding currencies and selecting their symbols and positions. Choose the date and time format and assign a prefix to the invoice. Add company details along with your mail id to your system settings.