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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Payments

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Catalog

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Reports

👥

Total Accounts

🤝

Active Deals

💼

Active Jobs

💰

Total Revenue

Deals by Stage

Jobs by Status

Invoice Status

Top Accounts by Revenue

Recent Activity (Last 30 Days)

Accounts by Type

Accounts by Status

Organization Settings

Pricing Tiers

Define pricing tiers for your products and services (e.g., Standard, Premium, Enterprise).

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Contact Information

Accounts Receivable Email

Accounts Payable Email

Basic Information

Name *

Status *

Type *

Phone

Address

Website URL

Industry

Lead Source

Time Zone

Assigned Owner

📎

Click to upload or drag and drop

Maximum file size: 5 MB

Deal Information

Account *

Contact

Deal Title *

Amount ($)

Probability (%)

Description

Stage *

Expected Close Date

Priority

Source

Competition

Loss Reason

Next Step

📎

Click to upload or drag and drop

Maximum file size: 5 MB

Job Information

Account *

Contact

Job Title *

Description

Status *

Start Date

End Date

📎

Click to upload or drag and drop

Maximum file size: 5 MB

Estimate Information

Estimate Number *

Account *

Job *

Details

Status *

Valid Until

📎

Click to upload or drag and drop

Maximum file size: 5 MB

Line Items

Item Name Description Quantity Price

Total Amount: $0.00

Invoice Information

Invoice Number *

Account *

Job *

Details

Status *

Invoice Date *

Due Date *

📎

Click to upload or drag and drop

Maximum file size: 5 MB

Line Items

Item Name Description Quantity Price

Total Amount: $0.00

Mini CRM

Welcome!

Accounts

Deals

Jobs

Estimates

Invoices

Payments

Catalog

Reports

Deals by Stage

Jobs by Status

Invoice Status

Top Accounts by Revenue

Recent Activity (Last 30 Days)

Accounts by Type

Accounts by Status

Organization Settings

Company Information

Pricing Tiers

Contact Information

Branding

Authorized Users

Add Account

Basic Information

Add Deal

Deal Information

Linked Job

Add Job

Job Information

Linked Records

Add Estimate

Estimate Information

Line Items

Add Invoice

Invoice Information

Line Items

Add Catalog Item

Basic Information

Pricing

Availability

Add Payment

Payment Information

Apply to Invoices

Add Contact

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