Sales Lead Management

  • An effective dashboard to get an overview on required information
  • Convert Lead into Deal
  • Restriction on client and user permissions. Assigning role to users and managing their permission through multiple modules
  • Accessible by multiple user levels
  • Managing various pipelines and its stages to understand the true standing of a deals and leads
  • Calendars and notes to keep a tab on important matters
  • Facilitates lead creation and satus addition
  • Attractive pdf templates and a colour palette to customise your invoice
  • Company profile setting for invoice purpose

Salient features

An efficient dashboard

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.

Multi-user and Multi-client

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.

Customize the roles and control permissions for users and clients

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.

Invoice Management

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.

Expense management

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.

Chat

Initiate conversations with users. Talk about important matters immediately without any hassles.

Customize field setup

Create custom fields on selected modules of product, deal, client, and user. Such customization facilitates ease in keeping a tab on the information.

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