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Modules

All Modules Crm

Acquire Leads
- Convert leads into opportunities
- Create leads (from email or manually)
Amazon Connector
Subscriptions and automatic payments
Close subscriptions
Product combos
Configuration
- Self-signed certificate for ePOS printers
Multi-employee management
Gelato
Invoicing
Lazada Connector
- Lazada Connector Features
- Lazada Connector Configuration
Manage deposits
Online food delivery
Optimize
Payment Methods
Performance
- Expected revenue report
- Forecast report
Pipeline
Pricing
Products
Products Prices
Renew subscriptions
Subscription reports
Sales Quotations
Scheduled actions
Self-ordering
Shop
- Sales orders
- Serial numbers and lots
Shopee Connector
- Shopee order management
Subscriptions with deliveries
Track Leads
Upsell subscriptions
Use
- Invoices
- Receipts

Help

Documentation/Modules/Crm/Pipeline

Pipeline

Select a topic below to learn more:

Lost Opportunities
Manage Sales Teams
Merge Similar