GO

MOVE

BOOST

• Import contacts/companies/products
• Export
• Global search
• Document templates
• Email templates
• Custom fields
• PO number
• Recycle bin
• Discounts
• Activity/Notes
• Alternative email addresses

• Managing contacts & companies
• Segments
• Tags
• Mailing (+ integrations)
• Adding of files to and accessing files of contacts & companies 

• Limited CRM access
• Limited deal access
  
  
  
  
  

• Follow-up of deals
• Deal phases (sales pipeline)
• Create & send quotations
• Cloudsign
• Quotation templates

• Orders
• Order confirmations
• Delivery notes
• Deal automation (follow-up actions)

• Dashboard
• Calls
  • Call outcomes
• Tasks
  • Work types
• Meetings
  • Access to files such as meeting reports
  • Meeting invitation templates
• Calendar integrations

• Project management with phases
• Cross-projects timeline
• Budget management
• Profit calculations

• Project planning
• Cloudproject
  
  
  

• Make & send invoices
• Bulk actions on invoices
• Invoicecloud
• Multi-currency
• Partial payments
• Advance invoices
• Send manual reminders
• Adding of files to and accessing files of invoices
• Credit notes
• Invoice settings: thank you notes, ledger accounts,...

• Subscriptions
• Send automatic reminders
• Invoice unbilled time
  
  
  
  
  
  
  
  
  
  

• Financial Forecast

• Stock
  
  
  

• Pricelists
• Supplier
• Purchase price

• Track time

• Simple stats & insights per module

• Advanced statistics
  
  

• Multiple company entities

• Adding, deactivating and deleting users
• Admin rights
• User rights
  
  
  
  
  

• Teams
  
  
  
  
  
  
  
  

• Daily HR report
• Holiday management 
  • Vacation types
  • Leave
• Closing days
• Week schedule
• Lunch break