Request A Feature

there should be a option to attach apremade product catalog with the quotation/ or while connecting with a new lead

I want a workflow to manage leads coming from different sources (e.g., IndiaMART, Meta, website, referrals), so that I can automatically assign leads to my team members based on predefined percentage distribution per source, allowing for better workload management and quicker response times. This automation will reduce manual workload, ensure fair distribution of leads, and improve lead response time, increasing conversion rates and customer satisfaction.

My sales team has to work on multiple leads, currently, they need to open every lead from the dashboard individually. This creates multiple tabs and requires more time to switch between leads. We should be able to open the next lead from inside the lead that is already open.

hi in the payment receipts dashboard, in the customized options, can the invoice # too be added as if we want we can see the rcpt# is issued to which inv# on the dashboard itself instead of manually opening each one.

As a business owner, I want to monitor the top-performing sales representatives, lead sources, top clients, and time taken to close leads based on revenue, deals closed within a specific period. So that I can improve decision-making based on real data. For example: The top sales representative within a week, month, or year, based on the total revenue generated.

You will soon be able to seamlessly connect your bank account with Refrens to help you automate your payment collection, tracking, and recording. Upvote here to join the waitlist for early access!