Lead Management Tool An effective dashboard to get an overview of required information Ease in adding payments and products on an invoice Convert Lead into Deal Restriction on client and user permissions. Assigning role to users and managing their permission through multiple modules Availability in multiple languages makes it a tool accessible on global platforms Accessible by multiple users and clients Managing various pipelines and its stages to understand the true standing of deals and leads Kanban board management for managing the progress of deals and leads Calendars and notes to keep a tab on important matters Facilitates label creation and product addition Your client can pay the invoice via Paypal and Stripe based on your setting Customization of field setup for deals, products, users, and clients Add currencies according to the requirement as well as company profile setting for invoice purpose 10 attractive pdf templates and a color palette to customize your invoic...
Posts
Showing posts from August, 2020