Mini CRM

Accounts

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Deals

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Jobs

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Estimates

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Invoices

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Organization Settings

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Basic Information

Name *

Status *

Type *

Phone

Address

Deal Information

Account *

Contact

Deal Title *

Amount ($)

Probability (%)

Description

Stage *

Expected Close Date

Job Information

Account *

Contact

Job Title *

Description

Status *

Start Date

End Date

Estimate Information

Estimate Number *

Account *

Job *

Line Items

Item Name Description Quantity Price

Total Amount: $0.00

Additional Information

Details

Status *

Valid Until

Invoice Information

Invoice Number *

Account *

Job *

Line Items

Item Name Description Quantity Price

Total Amount: $0.00

Additional Information

Details

Status *

Invoice Date *

Due Date *

Mini CRM

Accounts

Accounts

Deals

Jobs

Estimates

Invoices

Organization Settings

Add Account

Basic Information

Contacts

Notes

Estimates

Invoices

Add Deal

Deal Information

Notes

Linked Job

Add Job

Job Information

Linked Records

Notes

Add Estimate

Estimate Information

Line Items

Additional Information

Notes

Add Invoice

Invoice Information

Line Items

Additional Information

Notes

Mini CRM

Welcome!

Accounts

Deals

Jobs

Estimates

Invoices

Organization Settings

Add Account

Basic Information

Contacts

Notes

Estimates

Invoices

Add Deal

Deal Information

Notes

Linked Job

Add Job

Job Information

Linked Records

Notes

Add Estimate

Estimate Information

Line Items

Additional Information

Notes

Add Invoice

Invoice Information

Line Items

Additional Information

Notes

Add Contact

Organization Settings

Company Information

Contact Information

Branding

Authorized Users

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