Please enable JavaScript.
Coggle requires JavaScript to display documents.
Features (Accounting (Expense Management (Add new expense, Expense reports…
Features
Accounting
Invoicing
Emailing Invoices to Customers
Expense Management
Add new expense
Expense reports
Employee Salaries
Tracking Payments
Marking Payment Recieved
Accounts Recievables
Report for pending invoices with their ageing
Reminder mails for Payment Collection
Reports
Monthly PNL Report
On boarding Customers
Storing Accounting details for Customers (GST)
Vendor Payments
Add new Vendors
Storing their bank details and other billing information
Sales
Leads Management
Add new Leads
Assign leads to different users
Leads staging
Shift leads to different stages as they move forward in the deal
Define Staging
Schedule meetings
Product/Service Management
Add new Products/services
Define different staging for each product/service
Assign weekly/monthly Sales targets to Salespersons
Reports
Leads Conversion
Salesperson Performance
Sales Trend
Product/Service wise Sales Analysis
Region wise Sales Analysis
Schedule Reminders
Calendar integration
Client Management
CRUD
Add new Contacts
Name, Contact Number, Email, Address, Website, Secondary number
Admin
User Management
Add new users
Remove users
Assign roles and change access rights
Operations