Inside your CRMPlus any customer types you set up.
Contacts, leads & customersSearch, call or WhatsApp, and open full profiles.
Business card scanSnap a card or shop board to add a contact.
AppointmentsSchedule meetings and follow-ups.
RemindersSee what's due today and what's overdue.
Quotations to invoicesQuotation, proforma, invoice and receipt.
Remarks & activityNotes and recent activity for every record.