• Tracking Sent Emails

    16-09-2020 06:42:08
    A new unique feature added in the CRM for tracking sent emails if they are opened for the “sales” features. This feature will help you to easily determine eg if contact opened the email when you send the invoice to the contact email....
  • Subscriptions

    16-09-2020 06:55:59
    In there CRM, there is a new major feature added that will help you to bill your customers in a more faster way based on subscription billing. Subscription payments is provided via Stripe, you will need to have active Stripe account in ord...
  • Add Items/Products

    16-09-2020 07:01:25
    Items in the CRM feature will allow you to create predefined items which will speed up the process when creating new invoices/estimates/proposals. Create new item...
  • Currencies

    16-09-2020 07:05:45
    Create new currency To add new currency go to Setup -> Finance -> Currencies...
  • Tax Rates

    16-09-2020 07:08:27
    Create new tax The CRM gives you the ability to add unlimited tax rates on your invoices/estimates/proposals etc.....
  • Payment Modes

    16-09-2020 07:09:20
    To add new payment mode go to Setup->Finance->Payment Modes and click on the top left button New Payment Mode Payment Mode Name – Eg. Bank ...
  • If you are using total to words in your transactions you need to add the currency words manually into the translation. The CRM comes with 2 predefined currency names who are already added into the converter. If you added your own cu...