Leads are individuals or companies who have an interest in what you are selling. The interest is expressed by sharing contact information, such as an email ID, a phone number, or even a social media handle. With CloudOnex Business Suite, you can manage those leads efficiently. You can create notes about their interests, communications, etc. And you can also convert leads to customers once they commit to purchasing your products. You will be able to access, search, sort all Leads from the Admin Panel.
Web To lead form: You can create leads without even knowing from your website by creating a web-to-lead form with CloudOnex web-to-lead form builder.
Under sales management, you have several necessary features, such as invoice, quotes, transactions, files, email, etc.
Related invoices will be shown here. You can also create an invoice and recurring invoice from the right panel. A summary of the income from invoices is also present here. Such as Total Invoice Amount, Total Paid Amount, Total Un Paid Amount.
Like Invoices, Related quotes will be shown under Quotes.
You can upload files for the customer. Customers can also upload files for you from the customer portal.
Related transactions will be shown here. From here, you can also manage transactions.
Under Email You can send an email, you can choose from pre-written email templates.
Customers log, such as when customers logged in his/her portal, will be shown here.
If your nature of work requires you to log in to any system for your customer to check on technical issues such as team viewer or server details to fix customers’ concerns, with your customers’ permission, you can do that.
Credit Card Information
You can also, of course, with clients’ permission, can keep credit card information. If you take recurring payments, this can be a useful feature for you.
From edit, you can edit all the information about the customer.
Due to GDPR, the customer can edit their personal information from the client portal.
From here, you can upload a profile image of the customer. You can also keep customers’ social profiles synch as Facebook, Linkedin.
You can add individual customers, or you can add customers under a “Company.” To create and manage companies, Go to Customers → Companies. Here, you can write memo/notes for this company, view all the customers under these companies, View invoices, orders, transactions, quotes, etc. for this company. If you do not want this feature, you can disable it from Settings → Choose Features. By disabling this, the Companies menu will be disappeared and will not be shown in the Dashboard.