![]() ![]() You can create a proposal from the product you have added to the product module. You can manually add the item to the credit note. You can create a credit note from the product you have added to the product module. #Goals projects tasks fullIf you don’t want to pay the full amount then it will be considered as partially paid. You can also change the invoice status to paid by paying the full amount. We are supporting 2 discount type options.īy using the before tax option, your discount will be applied to invoice subtotal before applying the tax of the item.īy using the after-tax option, your discount will be applied to invoice subtotal which is actually included the tax too. There are many options available for invoice creation. #Goals projects tasks pdfYou can manually add the item to the invoice and also download it as a PDF send it to the client. Also, you can directly assign the invoice to the client. You can create an invoice from the product you have added to the product module. You can assign tickets to your member priority-wise, and the user also able to attach files to the ticket. Tickets without Contact and Ticket to Contact, these two options can be used to create a ticket. You can create a ticket to track customer requests. ![]() TicketsĪdmin or user who has permission to create tickets can manage the tickets module. You can select the option which has a related task such as invoice, customer, ticket, project, lead, proposal, etc. You can also assign a task to team members if you need them. Once the project is started, all we need to do is define tasks. You can create a project by giving the billing type option, an option like Fixed Rate, project hours, task hours. ![]() You can create a new project from this section and can edit and delete existing ones. ProjectsĮach Project must have associated with the customer and members. Once Lead is ready to deal with a company you can convert a lead to a customer. Lead can also be filtered according to lead status. You can see the lead through the Kanban view and move that lead from one status to another status. Leads are actually the opportunity of customers who not yet did any deal with the company. You can create new tags from here and can edit and delete existing ones. You can see the list of all tags used in all projects, proposals, estimates, tasks, etc. Admin should be able to edit/delete all articles while the other users can see only his articles. ArticlesĪdmin or users who have permission to create Articles can create articles. ![]() Admin can create members with different permissions. Members in CRM are the users who are responsible to lead the conversation and many other activities. Members – Active members of the system.Ĭustomers are actually a company, they can manage their personal details like,.Projects – How many projects started, not-started, finished, etc.Proposals – How many proposals open, revised, accepted, etc.Estimates – How many estimates were sent, declined, accepted, etc.Invoices – How many invoices drafted, unpaid, paid, etc.Version Updates:įeatures Description: Multi-languages Supportīeautiful visual dashboard for an admin to have a full overview of a whole system with all the statistics you need. Inf圜RM is a perfect solution to manage your Customers, Contracts, Projects, Products, Leads, Invoices, and much more. The goal of Inf圜RM is to manage & digitize the relationship of your customers with your business. ![]()
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