Sales
CRM Dashboard
Tracks a CRM Sales Pipeline including New Business, Expansion Business, Open Deals, Overall Revenue, and Unpaid Invoice Amounts.
CRM Contact
Tracks a contact associated with a company
CRM Invoice
Invoices for a compamy in AnyDB CRM Dashboard
CRM Deal
Tracks a CRM Deal or Opportunity
CRM Company
Tracks a company as part of a CRM function
CRM Log
Tracks all customer interactions, including calls, emails, and texts
Service Price Calculator
Template to calculate service prices, including labor costs, materials, expenses, profit, and taxes
Product Price Calculator
Template to calculate product prices, including costs, taxes, and profit margins
Client Dashboard
A centralized view of revenue earned from client engagements across consulting, coaching, freelance, and other time-based service industries. It is designed to help service providers monitor billing, track income trends, and evaluate client or project profitability.
Client
Tracks a client across consulting, coaching, professional services and other time-based services for billing and service income
Client Engagement
Tracks a client engagement which could be consulting, coaching or services based
Customer Churn Record
Track and analyze churned customers to understand reasons and identify action items
Product Demo Feedback
collect feedback from customers or prospects after a product demo