• Bulk Actions: Manage multiple deals simultaneously.

• Enhanced Pipeline View: Improved visualization and stage management.

• Advanced Filtering: Filter deals by status, pipeline, and more.

Upgrade your sales management today!

• Direct Docs Creation: Generate contracts and proposals from the Contact Detail view.
• Auto-Added Recipients: Contacts are automatically added as recipients.
• Improved Workflow: Streamline your documentation process without extra steps.
  Simplify your agreements today!

• Direct Estimate Creation: Generate estimates from the Contact Detail view.
• Auto-Populated Details: Client information is automatically filled in.
• Improved Workflow: Streamline your sales process without extra steps.

Create estimates effortlessly today!

• Direct Invoice Creation: Generate invoices from the Contact Detail view.
• Auto-Populated Details: Client information is automatically filled in.
• Improved Workflow: Streamline your billing process without extra steps.

Accelerate your invoicing today!

• Direct Event Creation: Add events from the Account Detail view.
• In-Line Management: Edit and view events without navigating away.
• Streamlined Scheduling: Improved workflow for event management.
  Simplify your scheduling today!