simple and convenient way to organize inventory management directly within the CRM
Calculation of margin per deal
The module can calculate the financial result of a deal, including profit, cost of goods sold, and taxes.
The platform can be adapted for tracking appointment slots in client services, reservations, and other cases.
Inventory management including quantity, batches, write-offs, transfers, and production recipes. Multi-warehouses and different currencies, category-based accounting.
Flexibly choose when to reserve, write off, or receive goods from suppliers within the CRM funnel logic.
Personal online client account with a mini-store. Integration with external product catalogs and payments.
Document generation and sending to clients. Loyalty points and discount system. Referral program.
Analytics, reports, import and export in Excel, and API for integration