process tracker

Work Process

Manage Your Business,Team, Cases and Clients At One Platform
Get More Than Just a Software

Step One

Whenever a client sends a mail, convert a mail into a lead by clicking on the extension.

Step Two

The potential businesses are converted into leads and can be contacted further. Rest of them are filtered out.

Step Three

Contact the lead, discuss their requirements, and finalise the business.

Step Four

Create multiple tasks, deadlines, follow ups, and assign them to the team and work on it for the desired output.

Step Five

Use various resources available in the platform, accomplish the tasks, and provide an expected solution

Step Six

Send an invoice including the brief description of tasks which has been done; to let the client know what they are looking for.

Step Seven

Once the payment is received, record the payment details including the invoice date, payment date, amount, etc.

Step Eight

Check the current stage, compare the performance, and increase more leads via reports available.