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CRM Suite

Elevate Customer Engagement with Our CRM Solutions

Leads Management

You can track leads with Kanban, attach files, convert easily, import emails, and add notes.

Built-In Staff Tasks

Assign tasks, add followers, share comments, upload attachments, and manage team activities easily.

Create Estimates

Generate estimates fast, send for approval, and auto-convert accepted estimates into invoices.

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One Click Invoice Creation

Create clean invoices, add taxes, attach files, and automate recurring monthly billing cycles.

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Create Additional Custom Fields

Add custom fields to invoices, estimates, and other modules for flexible data handling.

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Manage Contracts

Create PDF contracts, send quickly, set reminders, and track contract expiries smoothly.

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Goals Tracking

Set goals, track progress, receive notifications, and monitor achievements or failures effortlessly.

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Simple Reports for Quick Overview

You can view reports on sales, income, customers, and lead conversions with easy date filters.

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