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Lead
Import Leads From WordPress Contact Form 7, Setup Web to Lead Form
Customers
Sending proposal to customer or lead, New customer contact, new customer, customer admins
Sale
Invoices, Proposals, subscriptions, currencies, convert lead to customer, Estimates
Expenese
Record expense , expense reports, creating recurring expense, billable expense
Projects
Add new project status, timesheets, new project, Invoicing Project, pin projects
Tasks
Added new task status, recurring tasks, new customers, create new tasks, task timesheets
Support Tickets
Email piping / auto Importing tickets, setup tickets form, subscription, Departments
Contracts
Contracts templates, new contract, contract expiry notification, renewing contracts
Knowledge Base
Disabling Knowledge Base, New Knowledge base article, new knowledge base group
Sea all CRM Features
CRM
CRM
LEAD
CUSTOMERS
SALE
EXPENESE
PROJECTS
Sea all Tools
Import Lead
Effortlessly sync WordPress Contact Form 7 leads with XpertBiz CRM for streamlined customer engagement.
Setup Web to Lead Form
Setting up a Web-to-Lead form in XpertBiz allows you to seamlessly capture leads directly from your website.
Leads Email Integration
Streamline your lead management with seamless email integration in XpertBiz, ensuring every potential.