CRM
Overview
Last Updated: September 22, 2026CRM: Manage the Complete Client Journey The CRM brings your clients, services, enquiries, estimates, invoices, agreements, and bookings into one...
Clients
Last Updated: September 27, 2026The Clients module is your company’s address book for the CRM. It holds everyone you do business with: the customers...
Items
Last Updated: September 27, 2026The Items module is your CRM catalog. It is where you keep the Products and Services your company sells. Once...
Docs
Last Updated: September 27, 2026The Docs module is where you create and manage reusable document templates for Agreements. You build a template once, with...
Requests
Last Updated: September 27, 2026Requests is where new client work starts. Use a Request when a client has told you what they need, but...
Estimates
Last Updated: September 27, 2026The Estimates module helps you prepare a clear price offer for a client, send it by email or text message...
Invoices
Last Updated: September 27, 2026Invoices is where you ask a client for money and keep track of what actually arrives. You can start an...
Agreements
Last Updated: September 27, 2026The Agreements module turns your Docs templates into documents that people sign online. You pick a template, add the people...
Bookings
Last Updated: September 27, 2026The Bookings module gives each service you offer its own public page, where a client can pick an open time....
