Sales

CRM Dashboard

Tracks a CRM Sales Pipeline including New Business, Expansion Business, Open Deals, Overall Revenue, and Unpaid Invoice Amounts.

CRM Contact

Tracks a contact associated with a company

CRM Invoice

Invoices for a compamy in AnyDB CRM Dashboard

CRM Deal

Tracks a CRM Deal or Opportunity

CRM Company

Tracks a company as part of a CRM function

CRM Log

Tracks all customer interactions, including calls, emails, and texts

Service Price Calculator

Template to calculate service prices, including labor costs, materials, expenses, profit, and taxes

Product Price Calculator

Template to calculate product prices, including costs, taxes, and profit margins

Client Dashboard

A centralized view of revenue earned from client engagements across consulting, coaching, freelance, and other time-based service industries. It is designed to help service providers monitor billing, track income trends, and evaluate client or project profitability.

Client

Tracks a client across consulting, coaching, professional services and other time-based services for billing and service income

Client Engagement

Tracks a client engagement which could be consulting, coaching or services based

Customer Churn Record

Track and analyze churned customers to understand reasons and identify action items

Client Dashboard

A centralized view of revenue earned from client engagements across consulting, coaching, freelance, and other time-based service industries. It is designed to help service providers monitor billing, track income trends, and evaluate client or project profitability.

Client

Tracks a client across consulting, coaching, professional services and other time-based services for billing and service income

Client Engagement

Tracks a client engagement which could be consulting, coaching or services based