Transactions

The contact card automatically collects information about purchases, requests via forms, correspondence history, and current tasks.
The deal includes all information related to the process of selling support and recruiting, from the initial contact to the completion of the business process.

List of deals in the form of a Kanban board

Deal card

Here the manager can take notes, attach documents, and create tasks for the deal.

Report on transactions of one employee

Monitor the number of deals at different stages for each manager

Sales Funnel Report

In this report you can see the total number of transactions for each crown.

Additional fields

Create additional fields to store extended information about your transactions.

My PRO orders

The transaction page can display information about a customer's order placed through the "My Orders PRO" module.

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