-Client Management
Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions..
Invoices:-Recurring Invoices:-
allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency.
Projects:-Task
Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster.
Leads :-
Leads or potential clients are really important part to any company. Every company trying everyday to get new leads.
Tickets :-
Great support ticket system with autoresponse, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities,
Lead CRM -TaskX Increases Your Productivity
- CRM Pipeline: Admin can create pipeline.Pipeline access permission to User.Add stages and deals in pipeline.
- CRM Stages: Admin can create stages in pipeline.Drag Drop stages to change order of stage in pipeline.Add deals in stage.
- CRM Deal: Create deal and assign deal to users.Add task, source, product, comments, contacts in deal.
- CRM Sources: Add deal sources in application and assign source to deal.Check all deals in source.
- CRM Messaging: You can send any private message to your client or client can send you any message.
Makes money for startups
- CRM Task Management: Admin/User can create task.Assign task to User.Add task in deal.
- CRM Products: Add products in applications and assign products to deal.Set product quantity and discount on products.
- CRM Report: See the report of deals in stages.Pie chart and table two types of reports.Check report of active deals,won deals,loss deals,price of deals.
- CRM Contact Management: Create contacts and social details of contact.Add contact in deal. Add contacts in company.
- Admin Demo user ID:- info@followups.in Password:- demo123.
Our Services
Join thousands of satisfied customers using our template globally.
LeadX
LeadX, a lead management web application built on top of Google Sheets using Apps Script. LeadX helps you track leads through various stages like Lead, Contacted, Pitched, Negotiating, Closed-Won, and Closed-Lost. You can easily filter, edit, and manage leads, while it also logs all changes made to records with a detailed edit history. Learn how to set up users, modify stages, and customize the app to suit your needs. Watch the full demo and see how you can use this for your own lead management!.
ProjectX
Manage your projects, clients and team members. You can collaborate with your team and monitor your work using powerful tools Capture all your leads and opportunities easily.
InvoiceX
Create an invoice automatically in a few seconds using this Google Sheets template and email it as a PDF with just a few clicks of a button. This is a fully automated setup which allows you to generate an invoice from a template and then email .
TaskX
Transform your client management processes-TaskX Project Management with Calendar, Kanban Board and Timeline Gantt Chart in Google Sheets allows you to move tasks between sheets automatically when you change the status of a task using a drop-down. It can be used by individuals or teams alike. .
How Does It Work?
EveryDay Wokflow for your Business.
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Free Register
Register and Select Plan as per your Needs
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Add Clients-Company
Select your date, time or whenever you want to publish on each your social accounts. A few clicks to complete and enjoy.
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Analytics Performance
You can see all your posts how it work and increase does. It will help you control your audiences and getting more target
ProjectX Google sheet -AppScript web application to effectively manage your clients' tasks and projects. Lite Version 💻 1-Time Pay Life Time Use Buy Now $ 49
Tool will streamline your workflow, allowing you to focus on what really matters: delivering quality service to your clients. Setting Up the Application: To configure the web app to fit your specific needs, including how to customize dropdowns, manage users, and integrate Google Calendar. Task Management: Discover how to create, filter, and manage tasks efficiently. We’ll show you how to add tasks from the Client Manager page, create tasks based on different criteria, and mark tasks as complete. You'll also learn how to use the "Recreate" feature for recurring tasks. Client Management: See how to add new clients, search for existing ones, and manage their tasks. bulk edit features, action buttons, and communication tools like WhatsApp and email integration. Meeting Management: Find out how to schedule and manage meetings directly from the application. set up meetings, select attendees, and view meetings in a calendar format. Reporting: generate and download reports based on client tasks, keep track of pending tasks by client or task type. Google Calendar Integration: Retrieve your Calendar ID and embed calendar code to fully integrate calendar functionality into your project management process. Watch Demo
Choose your pricing plan OneTime Do-Your-Self - Or Pay Per use( SAAS) Done-For-You.
We have two types of solutions for you 1. If you are running SMB then you can select lite version one time payment lifetime use. Power To Google Sheet-AppScript-Google Drive 💻 1-Time Pay Life Time Use Buy Now $ 49
2 For SME and Corporate you can use SAAS version which is based on usage per pay. You can choose SAAS plan according to your data Length.