Basically what i need is a web application that does exactly what the app in http://www..io/features/ does.
Customers are the most important people for any organisation. It is the customer who creates demand for goods and services.
is a platform that allows you to maintain a focus on your customer in a faster, simpler way.
Log customer activity, e.g. Quote request, Phone call details etc.
Create & Send Invoice for Customer
Assign downloadable files for customers with secure url. Customer will be able to download assigned files from customer portal
Add orders for your service / products for your customer. Orders with orders details (e.g. Order activation details) will be shown on customer portal
Send Quote / Proposals for your customers
Send email to your customer
Add profile image for customer
Log, track transactions for your customer & customer will be able to view it from customer portal
Send notifications, sms using hooks
Add even more features using Plugin
Business transactions are the interactions between businesses and their customers, vendors and others with whom they do business. It is the key element for any business. A business must record all business transactions to ensure complete and reliable information when the financial statements are prepared.
has innovative feature in order to maintain accurate account balances, to ensure accountability, to establish historical business activity data, and to provide information to decision-makers for determining business strategy.
Record business Income & Expense
Attach file with transaction
Assign transaction for customers
Track Bank & Cash Balances
Generate Reports based on Transactions
Generate your Business Cashflow in Dashboard
Know Income vs Expense
Record transactions against invoice
Know your net worth, your total available amount in all banks
Set goal for net worth in dashboard & achieve it
View Account statement
Income & Expense reports
Record Account to Account transfer
View Reports by date
Ready for both online & offline invoicing method. Create it, send it, get payment online. Or print it, give it to your customers. We have added innovative way to send invoice. Every invoice generates unique, secure invoice url. You can send it via email, messenger, live chat. So that customer does not need to login to view your invoice. Customer can pay invoice directly using this link.
Send Notification- Invoice Created, Payment reminder, Overdue notice, Payment confirmation etc.
Get paid faster with Online Payment gateways
Create invoice with wysiwyg editor
Add notes, payment terms in invoice
Add Payment to invoice, Record Partial Payment
View / Download PDF
Customizable invoice layout
Send SMS notification using hooks
Link to generate printable version of Invoice
Client can access all invoices from Client Portal
And add custom feature based on your business requirements using Plugin