CashFlow Module for Perfex CRM
This is a module for
Perfex CRM
Demo: Click Here
CashFlow Module for Perfex CRM
Cash Flow is a module for Perfex CRM which is designed to handle enterprise bills and observe income on transactions. It offers the power to document each cash-in and cash-out bills grouped by companies and primarily based on expense classes. It helps to evaluate income with ease.
Features:
Management of Businesses
Users can replace completely different enterprise profiles which have grouped money circulate transactions.
Cash-in and Cash-out Expenses
Every particular person enterprise can have its personal cash-in and cash-out transactions that present income and expense calculation, offering clear monetary insights.
Management of Tasks
Each cashflow transaction may be linked to particular person duties for higher group and monitoring.
Reminder era
Multiple Reminders may be created for bills to make sure well timed funds and keep away from oversights.
Filters administration:
It offers capability to filter by operations, classes and months.
Export: The transactions may be exported into numerous file codecs like csv, excel, pdf.
Permissions
Staff and Clients i.e. Can entry the cashflow part if they’ve permissions by Admin or Staff, to take care of safety and authentication.
Multi-Lingual Support
Multiple language assist for the convenience of Use and globally acceptable and accessible.