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CRM
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How the CRM fits together
Customers and sales
Track new leads
Manage your contacts
Follow deals through your pipeline
Plan calls, meetings and tasks
Quotes
Send proposals and quotes
Quote faster with smart proposals
Billing
Create and send invoices
Send proforma invoices
Issue credit notes
Set up payment methods and wallets
Products and stock
Set up your products and services
Keep track of stock
Record expenses and suppliers
Setup
Set up the CRM
Issue documents from another company
Set up VAT on your documents
IXXO Hub documentation
Step by step guides for every application in IXXO Hub.
CRM
Leads, contacts, deals, proposals, invoices and everything around them.
17 guides
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