Module Overview

Track leads from first contact to conversion.

• Create and categorize prospects
• Set follow-up dates with reminders
• Add interaction notes
• Convert to deal with one click

Pipeline management from negotiation to closed-won.

• Deal stages (Lead → Negotiation → Won/Lost)
• Revenue forecasting
• Payment recording
• Link to prospects and invoices

Double-entry bookkeeping, accounts, and budgets.

• Chart of accounts
• General ledger
• Expense tracking
• Budget management
• Account transfers

Create, send, and track professional invoices.

• PDF invoice generation
• Item line management
• Due date tracking
• Status: Draft → Sent → Paid

Analytics across pipeline, revenue, and expenses.

• Revenue trends
• Pipeline conversion rates
• Expense breakdowns
• Custom date ranges

Track company assets and their depreciation.

• Asset register
• Purchase date and value
• Depreciation schedules
• Category management

Team roles, permissions, and presence tracking.

• Create and manage users
• Assign roles (viewer → superadmin)
• Real-time online presence
• Password management

Immutable record of every action in the system.

• All create/update/delete events
• User and timestamp
• Resource type and ID
• Admin-only access