Default Settings Management

If something can be predefined at once, why do we need to add the same content again and again?

We give you the flexibility to predefine settings in places where you will be fetching the same data again and again for multiple clients or multiple leads. For example, in a proposal except a few things, rest all will be a static content and there is no need to change the details for every proposal. We have also provided you with the option to manually change the data for only a particular invoice/proposal irrespective of the predefined  settings.

Here are some of the primary features which will help you to boost your Business.

Menu Settings

With the help of menu settings, you can enable or disable any module based on your Business Requirement. If you disable a menu, it will not be visible to both admin and their users. This will ease the way, you use the CRM.

Menu