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CRM leads and clients

Leads and clients management with contacts and opportunities

Manage leads and follow the steps to make them clients, enter opportunities and write all contacts, both online and offline, from Windows PC, Mac OS X, mobile App Android and iOS and Web.

Try this template if you need to manage your leads and clients, you can enter opportunities and write all contacts with them.

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From the management of assistance interventions to the electronic invoicing, you'll have all synchronized on your desktop, tablet and mobile.
Create the invoices and the work reports directly from your smartphone / tablet, take pictures of the carried out work directly inside the app, send invoices and the intervention reports in PDF, then, with a simple automatic synchronization, you'll find your updated data on all other workstations.

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