Business Management (CRM, Invoice, Expense)
About this template
Features:
Comprehensive CRM (Customer Relationship Management):
Client Database: Keep detailed records of your clients, including contact information, interaction history, and notes.
Lead Tracking: Manage potential clients from initial contact to conversion with ease.
Follow-Up Reminders: Never miss a follow-up with automated reminders and task assignments.
Invoice Management:
Custom Invoice Generator: Create professional invoices with ease, customized with your branding.
Invoice Tracker: Track sent, paid, and overdue invoices to stay on top of your cash flow.
Expense Tracking:
Expense Categories: Organize expenses into categories such as Office Supplies, Travel, Marketing, Utilities, and more.
Detailed Expense Entries: Record details like date, vendor, amount, and description for each expense.
Expense Reports: Generate reports to analyze spending patterns and identify cost-saving opportunities.
Kanban Board for Task Management:
Visual Task Board: Use the Kanban board to manage tasks and projects, with columns for different stages like To-Do, In Progress, and Completed.
Customizable Cards: Display key information on task cards, such as due dates, assignees, and priority levels.
Drag and Drop: Easily move tasks between stages to keep your workflow organized.
Integrated Dashboards:
Financial Overview: Get a snapshot of your business’s financial health with integrated dashboards displaying income, expenses, and profits.
Client Activity: Monitor client interactions and project statuses in one centralized view.
Customizable Widgets: Tailor the dashboard to show the metrics and KPIs most important to your business.
Benefits:
Increased Efficiency: Manage all aspects of your business in one place, reducing the need for multiple tools and platforms.
Better Organization: Keep your client information, invoices, and expenses organized and easily accessible.
Professional Invoicing: Impress clients with professionally designed invoices that reflect your brand.
Financial Clarity: Gain insights into your financial performance and make informed business decisions.
