CRM
Look after every customer from first quote to final payment.
Who it's for: Sales and support teams looking after customer relationships.
Available now
CRM and related Sales features
- Customers and customer groups with payment terms and credit limits
- Quotes, sales orders, goods issue notes and invoices
- Customer payments, advances and installment plans
- Full customer history on one page
- Support tickets
- CRM & Sales overview with a How it works flow: Customer, Estimate, Sales Order, Goods Issue, Invoice, Payment
Works together with
Related modules
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