Add New Contacts Instantly for Faster Business Growth
Easily add and manage contacts through the contact page, CSV imports, or by converting clients from your business inbox and workflows. Streamline data collection with customizable forms and keep all client information organized for faster collaboration and growth.
Quick Access to Essential Contact References
Easily set references for each contact, such as email, form submissions, WhatsApp, and more. Add detailed notes about your contacts to keep all relevant information organized and accessible for better communication and personalized service.
Easily Edit Contacts to Stay Up-to-Date
Keep your contact information accurate by editing details like phone numbers, images, and demographic information such as country, state, city, zip code, and address. Ensure you always have the latest data to provide personalized and efficient service.
Easily Add billings details for a contacts
Seamlessly add and update billing details for each contact, including payment information, billing addresses, and tax details. Keep everything organized in one place for smooth invoicing and hassle-free transactions.
Keep Track with Personalized Contact Notes
Add important notes to each contact, including personalized details and key information you'd like to remember. Keep everything organized and easily accessible to enhance client relationships and streamline your interactions.
Your All-in-One Solution for Contact Invoices and Quotations
Easily view and manage all invoices and quotations associated with each contact directly from their details page. Keep track of billing and payments effortlessly, ensuring a smooth and organized financial workflow.
Quick Access to All Your Important Documents
Easily manage and retrieve all essential documents related to your contacts, projects, or transactions. Keep everything organized in one place for quick reference, ensuring smooth operations and streamlined communication.
Streamline Project and Task Management
Manage your projects and tasks effortlessly in one place. Assign tasks, set priorities, track progress, and keep your team aligned with clear timelines and organized workflows. Ensure every project stays on track and tasks are completed efficiently for smooth collaboration.
View Client Proposals and Support Tickets in One Place
Easily access all proposals and support tickets associated with each client. Stay organized by keeping track of client interactions and responses, ensuring smooth communication and efficient issue resolution.
