Lead-Client Management
Manage all aspects of your clients in one place..
CRM Labels
You can add labels to deal.Different color labels can add to make the deal unique..
CRM Export:
Can export deals, contacts, tasks, companies.Deals and tasks can be export by date range or pipeline.
CRM Activity:
See the all activity in your application for deals.Check activity of add/edit/delete deal, task, products, sources, comments, contacts..
CRM Deal Activity:
In deal dashboard you will see the all activity in deal like user assign, task, source, product etc added/edit/delete..
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. .
Block 6
The most fair pricing plans ever.
Our prices are very easy to understand. There's not any extra or hidden fee. You just pay what is listed here.