Nurture Your Customers Using Advanced Finance management
Manage your contacts like a pro with easy and live stages, send emails, schedule meetings, create tasks, Create segments and much more.
Complete customer Management
Handle customers and company representatives. From a fresh lead to a regular buying customer, manage contents and support essentials for everyone. Use filters to segment your users in any way you like!
Prepare for follow ups
Schedule your meetings, send emails and keep notes. With the individual logging, check your progress and assess how your compliance team is performing. Transfer customers to higher personnel when necessary and create customer groups for more focused assistance.
Built Relationships with companies
With company profiles, manage multiple representatives of a company to follow up without any hindrance.
Accounting For
All The Non-Accountants
Take total control of your company’s finances in real time with the Accounting module. Manage customers, vendors, sales, expense, bank account and various reports. Generate live and detailed reports and make transactions, generate invoices and pay employees all from a single place.
Speedy stats
Get a quick surface idea of your company finances with the Dashboard. It updates real-time and covers everything you need. Great for checking time to time.
Make payments easy
Create invoices for anyone (customers, vendors, Suppliers) makes and takes payments from every client and see the data update real-time in your dashboard. All your transactions are easy to read, logged and secure with our solution.
Handy accounting reports
In every section, there are reports for everything. Reporting help you to present your numbers better and absorbs the information more easily.
Proposal
You can easily create proposal and you can share proposal with your client.
Projects
You can add projects and easily follow your projects. You can assign a staff member to the project.
Customers
You can easily add customers organize your customers
Invoices
You can easily create invoices and enter invoicing items
Tickets
Track the support requests that your customers create based on their statuses and priorities
Staff
You can add staff members and authorize your staff members
Expenses
You can create expenses easily, and you can track your expenses
Accounts
You can add and tracking your cash and bank accounts
Reports
Track the support requests that your customers create based on their statuses and priorities
Advanced Line
The timeline that you can see all operations and logs.
Leads
You can easily manage your leads. You can add leads by source and state, and you can convert them into customers after getting positive results
Responsive
Compatible with all screens responsive user interface special design for mobile and tablet screen. User friendly interface, designed for easy use.
Customers
Keep track of your customers easily. You can work without disconnecting by adding contact to your customers. You can give priority to customers according to risk situation. You can record your notes about customers on the customer’s page.
Manage your LEADS
You can easily manage your leads. You can add leads by source and state, and you can convert them into customers after getting positive results
Invoices
You can easily create invoices and enter invoicing items. Quickly organize your bills and invoicing items. You can share the bill with your customers. You can print your invoices if you want to print it.
Expenses
You can create expenses quickly and easily and you can track and organize your expenses. You can add and edit the expenses categories.
Proposals
You can easily create proposal with your client. You can organize your proposal and you can add proposal items. You can send email proposal to your customer. You can print or download your proposals
Projects
You can add projects and easily follow your projects. You can assign a staff member to the project. You can add milestones and tasks to your projects.