Finances
Finance in CRM plays a crucial role in streamlining financial processes, enhancing customer relationships, and improving overall business performance.
It allows companies to manage invoicing, track payments, and monitor financial interactions directly within the CRM system.
It allows companies to manage invoicing, track payments, and monitor financial interactions directly within the CRM system.
Finances
Create invoices for completed tasks or projects with physical products or your various services.
- Add Bank Accounts Functionality which can be linked with invoices, payments, and expenses: In this feature, we have added a bank accounts feature where you can add your bank account details.
- Show the lead value total on the lead board: While creating leads, you can add the lead value amount shown on the Kanban board. It will be helpful to see the overall count of pending, in-process, and converted leads. It will be displayed individually and the total count on the kanban board.
- Add Proposal/Estimate Templates: Adding an estimate template is very easy. Templates are pre-formatted documents designed to create commonly used document types such as forms.
