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.
Default Proposal Settings
You can predefine multiple generic fields as default and that will be fetched automatically while creating a proposal. If any changes needs to be done only for a particular proposal, you can make the necessary changes while creating the proposal itself.
Default Invoice Settings
You can predefine multiple generic fields as default like terms & conditions, client notes, etc., and that will be fetched automatically while creating a invoice. If any changes needs to be done only for a particular invoice, you can make the necessary changes while creating the invoice itself.
Default Proforma Invoice Settings
You can predefine multiple generic fields as default like terms & conditions, client notes, etc., and that will be fetched automatically while creating a proforma invoice. If any changes needs to be done only for a particular proforma invoice, you can make the necessary changes while creating the proforma invoice itself.