CRM
6 Docs
Clients
Last Updated: August 23, 2026The Clients module keeps all your customers and vendors in one place. You can link Clients to Estimates and Agreements,...
Items
Last Updated: August 23, 2026The Items module is your CRM catalog, where you can keep all the Products and Services your company sells. Once...
Estimates
Last Updated: August 23, 2026The Estimates module lets you create a priced quote for a client, send it through a secure link, and track...
Docs
Last Updated: August 23, 2026The Docs module is where you create and manage reusable document templates for Agreements. Create a template once, then reuse...
Agreements
Last Updated: August 23, 2026The Agreements module lets you create documents from your Docs templates, send them to one or more people for e-signature,...
Bookings
Last Updated: August 23, 2026The Bookings module lets clients book appointments with your employees through a public booking page. Clients can choose an available...
