Billing functions: Provides great relief as manually generating bills and tracking payments is bothersome. The software automates all of these processes and also computes taxes, discounts, and also takes note of phased payments against invoices.
Expense tracking: Expense accounts can be maintained effortlessly.
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Password management: An important function as it helps to store and monitor critical subscription information for both paid and fee websites. Added to this, there is also the provision for shooting out reminders for subscription renewals.
Customer relations: Helps maintain regular customer contacts, fulfilling client requests for additional information and maintaining updated records of customer status.
Service management: Facilitates creation of projects, tasks, sources, connected documents, and notes. Facility to chalk out project plans and measuring them with actually achieved results. Possible to setup planned project details and track them with the preplanned time schedule resources
Leads management functions: The software is very user-friendly in that it tracks all leads arising from both online and offline resources. The user can also program reminders for timely action. Active search function to instantly reveal updated leads and bids
Contact management: This is one of the key functions of the software. Provides a single window for all sensitive contact and customer information and simplifies the procedure for all communication with contacts – including sending email and fax messages, making phone calls, and opening contact web pages.
Document management: Enables adding documents to projects, tasks, and appointments and storing all digital documents in a central place to facilitate easy retrieval. Provision to sort out documents based upon the entities to which they are attached.
