Flexible schedule
Every day, week, month or year with a step: for example, every two months or every quarter.
Recurring invoices and deals
Subscription service, rent, support under contract: set the schedule once, and the CRM issues invoices and creates deals by itself, with no calendar reminders.
Recurring invoices
The invoice is created from a sample with the same lines, client and terms.
Recurring deals
Repeat sales appear in the pipeline by themselves.
Payment by link
The client pays the new invoice online through the connected gateway.
Everything in one list
Recurring invoices and deals are gathered on a separate page: see what is created and for whom.
Invoices on time
The client gets the invoice on schedule, not when the manager remembers, and payments come in more evenly.
Other capabilities
All featuresReady to sell more?
Leave a request: our specialist will contact you within 15 minutes and help configure the CRM for your business.