Manage branches, contacts, and team members from a single interface. Track client and prospect records, schedule appointments, and set reminders. Handle multiple insurance policies and types. Access login details from SMD.
Track inventory and manage accounts with real-time updates. Monitor cash flow and customer payments. Record transactions and generate reports. Sync data across devices. Set reminders for bills and expenses.
Manage event ticket inventory and pricing, view sales and event status. Search and update customer records, process refunds, and resend tickets. ttendance reports. Update account details and reset passwords.
Check account information anytime and anywhere. View latest prices, EFT details, invoice details, and sales history. Access reporting data and transaction history.
Track inventory by adding products, setting prices, and organizing into categories. Process sales with barcode scanning, invoice creation, and receipt printing. Handle returns and refunds. Email or print receipts.
Manage service tickets and track progress from request to resolution. Create and share feedback forms. Receive real-time updates and notifications. Integrate with customer accounts for seamless service history access.
Create and send invoices or quotes from any device. Design customizable templates for different invoice types. Manage customers, products, and services within the . Track invoice status and generate reports.
Track expenses, manage invoices, and organize finances
Track financial transactions with account ledger and product ledger for stock management. Monitor accounts receivable and payable for outstanding balances. Add and manage addresses for business contacts. Perform basic accounting tasks on the go.
Track inventory, identify hot items, optimize stock
Track inventory levels to optimize stock management. Identify high-demand and low-selling items. Receive recommendations for ideal inventory levels. Adjust stock based on sales data and trends. Monitor product performance across different locations.
Track income and expenses with categorized entries. Record credit and debit transactions. View cash flow, receivables, and payables. Generate reports and manage financial records digitally. Export data and sync across devices.
Check account information anytime and anywhere. View latest prices, EFT details, invoice details, and sales history. Access reporting data and transaction history.
Check account information anytime and anywhere. View latest fuel prices, EFT details, invoice details, and sales history. Access reporting data and track transaction history.
Manage retail inventory by tracking product stock levels and sales performance. Add and edit up to 15 products for free or purchase unlimited access. View sales trends, identify slow-moving items, and adjust inventory based on demand.