Keep track of the time spent on projects and charge your clients. the ability to task-assign several employees and keep track of timers for each employee.
Create a subscription, send it to your customer, and then leave the CRM to handle all the behind-the-scenes work.
After the customer accepts the estimate, the CRM immediately turns it to an invoice. Your consumers can view and make decisions on the estimate even if they are not logged in.
Using a sophisticated editor, including images, tables, items, and YouTube videos. The proposal invites feedback and negotiation.
To maintain the record up to date, make notes, proposals, and attach files to each lead.
Using a drag-and-drop approach, you can simply organize the status of your leads.