REQ- Customised Accounting Perfex CRM

Can anyone share this "Customised Accounting Perfex CRM"​

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NOTE: ITS NOT MODULE ITS FULLY CUSTOMISED PERFEX CRM.​

BRIEF DESCRIPTION​

Accounting software is a software that is designed to manage financial data and various areas of account and business information. It provides an easy way to record transactions and improve business process. It offers various tools developed to manage Invoicing, Estimates, Payments, Claim, Income, Expenses, Bank transactions, User management, Reports management, Package management, Tickets management.

1. Manage Invoices
2. Manage Estimates
3. Manage Claim
4. Record Income & Expenses
5. Report generation
6. User management
7. Package management
8. Tickets management
9. Jobs management
10. Bank Reconciliation

Key features of CRM:​

Customer loyalty is a customer’s willingness to repeatedly return to a company to conduct some type of business due to the delightful and remarkable experiences they have with that brand. One of the main reasons you want to promote customer loyalty is because those customers can help you grow your business faster than your sales and marketing teams.

1. INVOICES:​

Manage Invoices with various items for clients and their payments management

2. ESTIMATES:​

Manage Estimates and convert them to invoices.

3. CLAIM:​

Manage Claim for recording bills for various packages and clients.

4. INCOME & EXPENSE:​

Record Income & Expense transactions

5. REPORTS:​

Report generation of Income, Expense, Balance, timesheets, sales

6. BANK RECONCILIATION:​

Reconcile Bank and Account transactions by importing them and comparing them.

7. USERS & ROLES:​

User management for managing various users like supplier, customer and staff members.

8. PACKAGES:​

Package management for managing all transactions of a package like Income, Expense, Invoices, Discussions, Jobs, Timesheets

9. TICKETS:​

Tickets management for generating tickets by users and manage replies.

10. JOBS:​

Manage jobs created by staff members against packages and start timers.

11. CONTRACTS:​

Manage contracts of various suppliers.

reginaldonunes said:

I did not find this or codecanyon, would not this be another Accounting and Bookkeeping?

https://babiato.tech/resources/accounting-and-bookkeeping-for-perfex-crm.11970/

or this?

https://babiato.tech/resources/account-planning-module-for-perfex-crm.8670/

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