Features
Lead Management Tool
Create plans and get paid a special SAAS feature
With a super admin login, create plans that are most feasible for your business model. Select appropriate pricing and duration for created plan. You can allot user, client, and a maximum number of deals. Get payment using stripe and PayPal payment gateway. The plan would be disabled if not renewed after its expiry.
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, multiuser, multiclient 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 the 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.
Manage numerous products
Add new products to an already existing list of products. Add product descriptions and prices along with attaching files for each product.
System setting
Customize your system settings by adding currencies and selecting their symbols and positions. Choose the date and time format and assign a prefix to the invoice. Add company details along with your mail id to your system settings.
Chat
Initiate conversations with users. Talk about important matters immediately without any hassles.
Manage setup
Create multiple pipelines and assign multiple stages and labels to them. Create sources of deal generation and add payment methods to your system. Manage various expense categories by adding them according to business needs.
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.
Lead Regulation
Kanban board for lead management. Manage leads by easy drag and drop system. Easily relocate the leads to various stages through the Kanban board system.
Deal Regulation
Kanban board for deal management
Manage deals by easy drag and drop system. Easily relocate the deals to various stages through the Kanban board system.
Create deals
Create new deals by assigning resources like price, clients, products, and sources. Select the pipeline and its stage. You could also add notes to them.
Individual deal features
Add labels and tasks to a particular deal. Change the status of tasks and assign priority to them. Add relevant products, sources, and files to it. Converse with a discussion tab and take essential notes. Check the invoices on the given deal and restrict client permissions. Add or remove products and users on a given deal. An individual calendar for each deal and an activity tab makes it easier to keep an eye on important matters.
Add user and clients on a deal
This feature enables the user and clients to only see the particular deal as and when they log in.
Available in multiple languages
Add and customize the tool from the list of available languages. It facilitates global usability.