

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

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

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

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

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

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

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

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