Learn about modules

learn about CRM modules you can use

Invoices

When you deal with clients, your main goal is to generate profit. If you want to do that in a legal way you need to create a payment document for the client so he can pay you. That\'s why we develo...

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Available lessons

Notes

" add notes to every client "

Calendar

"handle all the events connected with appointment and time"

Sales

"sales are strongly connected with clients"

Invoices

"your main goal is to generate profit"

Tasks

"an easy way to keep track of the tasks"

Assets

"gather information about things the client owns"

Contracts

"generate documents"

Evidence

"help you evidence things possesed by your clients"

Projects

"simple system that will allow you to have control over the process"

Files

"a file repository for important documents"

Metrics

"learn about metrics"

CRM

With Customer CRM, you can create an online customer database with all the essential details and easily share it with your team.

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