Business Management (CRM, Invoice, Expense)

Features:





Comprehensive CRM (Customer Relationship Management):





Client Database: Keep detailed records of your clients, including contact information, interaction history, and notes.



Lead Tracking: Manage potential clients from initial contact to conversion with ease.



Follow-Up Reminders: Never miss a follow-up with automated reminders and task assignments.



Invoice Management:





Custom Invoice Generator: Create professional invoices with ease, customized with your branding.



Invoice Tracker: Track sent, paid, and overdue invoices to stay on top of your cash flow.



Expense Tracking:





Expense Categories: Organize expenses into categories such as Office Supplies, Travel, Marketing, Utilities, and more.



Detailed Expense Entries: Record details like date, vendor, amount, and description for each expense.



Expense Reports: Generate reports to analyze spending patterns and identify cost-saving opportunities.



Kanban Board for Task Management:





Visual Task Board: Use the Kanban board to manage tasks and projects, with columns for different stages like To-Do, In Progress, and Completed.



Customizable Cards: Display key information on task cards, such as due dates, assignees, and priority levels.



Drag and Drop: Easily move tasks between stages to keep your workflow organized.



Integrated Dashboards:





Financial Overview: Get a snapshot of your business’s financial health with integrated dashboards displaying income, expenses, and profits.



Client Activity: Monitor client interactions and project statuses in one centralized view.



Customizable Widgets: Tailor the dashboard to show the metrics and KPIs most important to your business.

Benefits:





Increased Efficiency: Manage all aspects of your business in one place, reducing the need for multiple tools and platforms.



Better Organization: Keep your client information, invoices, and expenses organized and easily accessible.



Professional Invoicing: Impress clients with professionally designed invoices that reflect your brand.



Financial Clarity: Gain insights into your financial performance and make informed business decisions.