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CRM & Sales

6 modules
  • 1 min read

    Leads

    Capture enquiries from forms, email and imports, then assign owners and follow-ups automatically.

    Read: Leads
  • 1 min read

    Clients

    One record per customer, carrying every contact, document and transaction you hold.

    Read: Clients
  • 1 min read

    Estimates

    Build and send quotes from your own templates, and convert accepted ones in a click.

    Read: Estimates
  • 1 min read

    Contracts

    Draft, sign and store agreements against the client they belong to.

    Read: Contracts
  • 1 min read

    Orders

    Track confirmed orders from acceptance through delivery to invoice.

    Read: Orders
  • 1 min read

    Products

    Maintain a catalogue with pricing and tax that flows into every document.

    Read: Products