Reports, Sales Item Reports, Total report, Income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)
Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment. You can use UddoktaPay as your payment method.
Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.
With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.
Assign task to multiple employees, add task followers, task comments allowed, task attachments.
Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.
Share great company events, upload documents, easy employees communications.
Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.
Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.
Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice.
You don't have to get a hosting to run ClouderOfice. It's a SaaS solution. We are using clouder servers to provide you the best. We have our won CDN to save your data. We offer 100% uptime so you are in safe hands. We also use 7 layers of data protection.
You don't have to get a new domain to start with ClouderOfice. We offer subdomain with our plans. But if you want to get a domain yes you can get one and add into your panel. We also offer free domain name in our yearly plans to give the best service in the market.