BASICS
Dashboard – 360-degree View Of Each Account
If you want complete know-how and on-the-whole information for each account, click on the dashboard tab. It will give you the whole picture, including total income, expenses, net worth, account balance, invoices, etc. So you can make informed decisions.
Customers – Store All Consumers Data In One Place
With OddEven Infotech’s CRM, you can store everything you know about your customers in one central hub. You can record all the clients’ information, such as their name, contact number, country, etc., and you can put them in specific groups, too. Whenever needed, you can view this data or delete it, too. In short, the more you know about the client, the easier it will be to engage with them and build strong relationships.
FINANCIAL
Companies – Instant Access To Company Information
Do you want to add information about companies in one place so the team members can easily access it? Using OddEven Infotech’s accounting CRM makes it seamless for you. You can add, view, and even delete company information.
Transactions – Streamline Finances
Keeping track of new deposits, expenses, or transfers seems like a headache. However, not anymore. This tailored accounting CRM is perfect for every need of your business. Using it, you can manage and view books efficiently. It will lead to hassle-free finance management.
Sales – Finances In One Snap
You can quickly access data related to sales from this page. Click on the sales tab and you will get detailed information about paid and pending invoices and quotes. You can convert quotes into PDFs and download them. You can even convert the quote into an invoice and print it. In short, you can track the status of each invoice within the CRM workflow.
Orders – Keep Tabs On Orders
If keeping track of active, completed, and cancelled orders is becoming stressful for you, OddEven Infotech’s accounting CRM is what you need. Here, you can add, delete, or view order-related information.
Documents
You can store, access, and organize crucial documents seamlessly. It will help you make your accounting tasks error-free and efficient.
Calendar – Receive Timely Reminders
Do you want to set a reminder about a specific event? You can do it in this CRM so you don’t forget any important events.
Bank & Cash – Manage Bank & Cash Details
With OddEven Infotech’s accounting CRM, you can manage all bank and cash-related data effortlessly. You can add details about a new account, list all accounts, and even view the account balance to make an informed decision.
OFFERINGS
Products & Services – Effortless Inventory Management
Keeping a tab of your product inventory is not a challenging task. With this accounting CRM, you can add, delete, or view information related to your products and services. It will help you update stock information with every purchase or sale.
USER FAVOURITES
Reports – Get Actionable Insights
Do you want to achieve high revenue? It requires accurate predictability, deeper analytics, and a data-driven approach. With OddEven Infotech’s reporting feature, you can generate reports of income, expense, income vs expense, all income, all expenses, all transactions, date-wise reports, and more. You can even view the account statements that will help you maximize efficiency in minimized efforts.
Utilities – Maintain Logs
Want to know who is using your system through which IP address? Get all insights about activity logs, email logs, CRON logs, terminal, etc., under one roof.
Appearance – Tailored Accounting CRM
If you are looking for a way to boost productivity and manage finances without any hassle, then OddEven Infotech’s tailored accounting CRM is the perfect pick. You can customize the appearance as per your requirement, such as you can change the theme and user interface as per your choice.
Plugins – Improve Efficiency By Adding New Plugins
Do you want to improve the efficiency of the CRM and look for ways to do it? Add plugins, and you will be good to go. It will help you double your sales with minimum effort.
Settings – Account Management With Ease
Let OddEven Infotech’s Accounting CRM easily manage your business’s and clients’ finances. Click on settings and set your preferences for payment gateways, currencies, payment methods, sales taxes, expense and income categories, etc.
