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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??????????