CRM guides
Leads, contacts, deals, proposals, invoices and everything around them.
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Customers and sales
Track new leadsKeep possible customers in one list, then turn the good ones into contacts or organisations.Manage your contactsKeep each customer's details, notes, files, reminders and deals on one page.Follow deals through your pipelineTrack each possible sale on a board, move it from stage to stage and mark it Won or Lost.Plan calls, meetings and tasksLog the work you do for a contact or deal, plan the next step and see what's overdue.
Quotes
Billing
Create and send invoicesBill a customer, send the invoice, record payments and let the system remind late payers.Send proforma invoicesSend a customer a proforma before the real invoice, then turn it into an invoice with its official number.Issue credit notesCredit all or part of an invoice with a numbered credit note, and send it to the customer.Set up payment methods and walletsPut your bank details on invoices, and track the balance of the accounts you pay expenses from.
Products and stock
Set up your products and servicesKeep one list of what your firm sells, so invoices and proposals fill in the price and VAT for you.Keep track of stockCount the stock of each product, and keep a separate stock list for each warehouse or location.Record expenses and suppliersLog what the firm spends, who you paid and which account the money came from, with the receipt attached.
Setup
Set up the CRMChoose how invoices are numbered, what new documents say, when customers get reminders and who can open what.Issue documents from another companyAdd a second company or branch, with its own name, logo, VAT number and invoice numbers.Set up VAT on your documentsSet your VAT rates once, so invoices and proposals fill in the right rate for each line and each customer.