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Customer Dashboard

CRM??????????????????????? ? ?????????????????????????

Your CRM Dashboard

Tenant CRM dashboard CRM??????? ? ?????????????????????????????

???????????????????

  • Projects Summary ? ?????????????????
  • Invoice Overview ? ?????????????????
  • Quick Stats ? ????????????
  • Recent Activity ? ???????????

Available Features

????????????????????Perfex CRM?????????????????????

FeatureWhat It Does
Customers?????????????
Invoices???????????????????
Estimates???????????????
Projects??????????????????????????
Tasks???????????????
Contracts????????
Proposals????????????
Support Tickets?????????????????
Leads??????????????
Expenses?????
Subscriptions???????????
Credit Notes??????????????
Knowledge Base????????????????
Reports??????????????
備考

???????? ??????????????????????????????Plan Details???????????????????????????????????????

Subscription Information

????????????????????????????????

SaaS tenant plan details ????? ? ??????????????????????????

?????

  • ???????
  • ???????????????????????
  • ????? ? ???????????

???Plan Details & Usage??????????