Screenshots

Leads

Generate highly targeted contact lists using custom tags and business data. Record information when you contact them. Create tasks, notes, reminders and see activity log. Filter important leads and last time you contacted and more.

Customers

Convert lead to customer or create a new one or even import in bulk from excel sheets. Create multiple contacts under the customer. Give them separate portals to see

Customer Contacts - Admin Panel

Registration Page for Customers

Customer's Panel

Proposal

Convert lead to customer or create a new one or even import in bulk from excel sheets. Create multiple contacts under the customer. Give them separate portals to see

Admin Panel View

Customer/Public View

Estimates

Convert lead to customer or create a new one or even import in bulk from excel sheets. Create multiple contacts under the customer. Give them separate portals to see

Estimate - Admin Panel

Estimate in PDF format

Projects

Convert lead to customer or create a new one or even import in bulk from excel sheets. Create multiple contacts under the customer. Give them separate portals to see

Project Dashboard

Tasks - Canban View

Project Gantt Chart

Tasks & Timesheet

Convert lead to customer or create a new one or even import in bulk from excel sheets. Create multiple contacts under the customer. Give them separate portals to see

Task Page (Admin View)

Customer Support Ticket

Convert lead to customer or create a new one or even import in bulk from excel sheets. Create multiple contacts under the customer. Give them separate portals to see

Task Page (Admin View)

Invoice

Convert lead to customer or create a new one or even import in bulk from excel sheets. Create multiple contacts under the customer. Give them separate portals to see

Task Page (Admin View)