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