Description
agement – Capture, track, and nurture leads effortlessly to maximize conversions.
✅ Customer Interaction Tracking – Maintain a complete history of customer communications for personalized engagement.
✅ Workflow Automation – Automate repetitive tasks and streamline processes to boost efficiency.
✅ Sales Pipeline Management – Gain real-time insights into sales progress and forecast revenue accurately.
✅ Task & Activity Management – Organize tasks, follow-ups, and schedules for improved productivity.
✅ Customizable Dashboards & Reports – Generate insightful reports to make data-driven decisions.
✅ Integrations – Connect with Slack, Stripe and Paypal tools and platforms for smooth data synchronization
Applications
Project Management with Overdue Reminder Notification
Task Management with Pane View, Overdue Reminder Notification
Dashboard with Enable/Disable options
Calendar
Leads Management
Opportunities Management
Client Management
Campaigns Management
Item
Taxes
Estimates
Invoices
Payments
Expenses
Dynamic Lead Source
Dynamic Lead Status
Customer Groups
Campaign Lists
Item Categories
Expense Categories
Meetings
Admin- Applications
User Management
Team Management
TimeSheets with Daily Work Email
Holidays Management
Announcements
Roles Management with flexible permissions
Todos check list
Knowledge Base
Others
Module Generator
Translation – 14 languages
Company Settings
System Settings
Theme Settings
Email Settings
Email Templates
Email Notification
Auto Backup Database
Cronjob
Slack Notifications
Zoom Meeting
Payment Credentials
Custom Fields
Menu Allocation
Task Type
Lead Settings
Customer Groups
Campaign Type
Campaign Lists
Item Categories
Expense Categories
Estimate Settings
Invoe Settings
Dashboard Settings
Activity Log
File Manager
Reviews
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