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. 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.
Add new products to an already existing list of products. Add product descriptions and prices along with attaching files for each product.
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 the 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.
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.
Create multiple pipelines and assign multiple stages and labels to them. Create sources of deal generation and add payment methods to your system. Manage various expense categories by adding them according to business needs.
Initiate conversations with users. Talk about important matters immediately without any hassles.
Create custom fields on selected modules of product, deal, client, and user. Such customization facilitates ease in keeping a tab on the information.
Kanban board for lead management
Manage leads by easy drag and drop system. Easily relocate the leads to various stages through the Kanban board system.
Kanban board for deal managementManage deals by easy drag and drop system. Easily relocate the deals to various stages through the Kanban board system.
Create new deals by assigning resources like price, clients, products, and sources. Select the pipeline and its stage. You could also add notes to them.
This feature enables the user and clients to only see the particular deal as and when they log in.
Add labels and tasks to a particular deal. Change the status of tasks and assign priority to them. Add relevant products, sources, and files to it. Converse with a discussion tab and take essential notes. Check the invoices on the given deal and restrict client permissions. Add or remove products and users on a given deal. An individual calendar for each deal and an activity tab makes it easier to keep an eye on important matters.