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Module
  • Import Leads From WordPress Contact Form 7
  • Setup Web to Lead Form
  • Leads email integration
  • Sending proposal to customer or lead
  • Convert Lead to Customer
  • Create New Lead
  • Lead Sources

Lead

  • Record Expense
  • Expense Reports
  • Creating Recurring Expense
  • Billable Expense
  • Converting Billable Expense to Invoice

Expenses

  • Invoices(7)       Proposals(5)
  • Subscriptions  Currencies
  • Convert Lead to Customer
  • Payment Modes
  • Sending proposal to customer or lead
  • Estimates(6)
  • General/Setup(7)
  • Subscriptions
  • Recurring Invoice
  • Add Items/Products

Sales

  • Sending proposal to customer or lead
  • New Customer Contact
  • New Customer
  • Customer admins
  • Customers Registration
  • Reports
  • Exporting Customers Invoices/Estimates/Payment to ZIP

Customer

  • Add New Project Status
  • Timesheets
  • New Project
  • Invoicing Project
  • Disallow project members to see all project tasks
  • Pin Projects
  • Finance Overview

Projects