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CRM – Finance and Accounts
CRM Dashboard is a client relationship management application, with full project management features. Grow combines many of the various tools that you require, in one easy-to-use application. These include tasks, invoices, leads, estimates and much more.
Involvement
Web app development
Platforms
Laravel
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Customer Management
A customer management dashboard is a visual interface or tool that provides a snapshot of important customer-related data and metrics. It allows businesses to monitor and manage their customer relationships more effectively. A well-designed customer management dashboard provides a centralized view of key information take actions to improve customer satisfaction and loyalty.
Invoice Management
An invoice management dashboard is a tool that provides an organized and visual overview of a business’s invoicing activities. It helps businesses track, manage, and monitor their invoicing processes, ensuring that invoices are created, delivered, and paid efficiently.
A dashboard should display the current status of all invoices, including those that are unpaid, overdue, pending, and paid. This provides a quick snapshot of the business’s financial health.
Expense Management
An expense management dashboard is a tool that provides a visual interface for businesses to track, monitor, and manage their expenses efficiently. It helps organizations gain insight into their spending patterns, control costs, and make informed financial decisions.
Monitoring of expenses against set budgets or spending limits for specific categories or departments.
Projects Management
A project management dashboard is a visual tool that provides an overview of a project’s key metrics and status. It allows project managers and teams to monitor project progress, track tasks, allocate resources, and make informed decisions
Monitoring of project expenses and budget allocation, including a breakdown of costs by category or resource.
Task Management
Get the job done by making sure you complete your tasks on time. Use the application’s advanced features such as task cloning, task timers, task reminders and many more, to make your work easier and more efficient. You can assign tasks to your team members and also to your clients.
Time Tracking
Keep track of the amount of time that you spend on your projects, The CRM comes with a full-featured time-tracking solution. You can start and stop your timer or manually record the time spent working on a task. You can then easily bill your clients for the time recorded.
Manage Subscriptions
This feature enables you to bill your clients for your products and services, automatically. You can set the billing cycle to weekly, monthly, yearly etc. The system will automatically generate a new invoice and charge your client’s credit card automatically
Make Task Dependency
Creating relationships between your tasks to ensure that work in completed in a prescribed sequence. You can lock a task from being started or being completed, until the task it is dependent on has been completed. Dependency management allows your diverse team to synchronize their work.
Restore from Recycle Bin
This feature helps to recover your all deleted items and data like invoices, payments, Expenses, Products, Projects, Clients etc. Direct restore it on dashboard form each item.
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