Manage customer interactions across the sales process and full customer lifecycle. Track records, access data from multiple modules. Integrate with Gmail, Outlook, Mailchimp, WordPress, and WooCommerce.
Track expenses, view income, and organize finances
Track income and expenses to gain financial clarity. Record transactions, categorize spending, and view monthly summaries. Set budgets, receive alerts, and generate reports to manage cash flow effectively.
Track expenses by date, merchant, category, and total. Sort expenses by date, merchant, and total. Export data in CSV format. Upload receipts as PDF or images. Search expenses by description and total.
Track expenses by scanning receipts and categorizing transactions. Automatically convert currencies and manage team expenses with shared budgets. Set spending limits and receive alerts for unauthorized purchases.
