Leads
Create lists of potential clients with information regarding their interests and current status in the sales pipeline. You can even create a sales pipeline based on whatever stage you’re at
Invoices
Generate client invoices in the form of customized PDFs. Easily transfer receipts for your clients and personal records
Collaboration
Invite your employees, partners, and clients to your system and build a sales pipeline together
Offers and Contracts
Instantly generate PDF offers and contracts that you can send to clients. You can also use version control to keep your documents organized
Files
Keep all the important client files on a client card and keep track of them using version control
Billing
Set daily/weekly/monthly/annual renewals of your offer. Automatically create invoices and send them to clients. Set up expiration dates and assign people
Keep it simple, they said…
Change the sales status in a simple way!
Expand information about the sale
Add information you need, and assign and create documents instantly!
