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
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)
Task Page (Admin View)
Task Page (Admin View)
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