Easily manage with color-coded graphs, a neat folder and tag system, and an organized calendar. Get customizable automatic alerts before your subscription payments are due.

Client Portal- user can cancel their recurring invoice/subscription.

Translations support for other languages.

As a new user we’re setting up all our clients/leads/contacts. But old emails don’t get pulled in to the records.

As you pull all emails in to the inbox feature, could you also pull old emails related to an email address against an old client/lead/contact and store them against that record?

As a continuous user this also works for new leads. If a lead comes in to my inbox, I’ll then set them up as a lead in CRM. But that first email won’t be stored as the record didn’t exist when the original email came in.

An alternative (possibly easier) workaround would be to provide a feature where you can select an email and choose to add it to a client/lead/contact record.

Is it possible to have multi authentication security? Say I wish to log in from another device. The system has to send me a SMS with a code for me to implement and so on 🙂 Or if I’m changing my password, and many more use cases!

Option to change to languages other than English.

Hi Team,

Request you to consider adding indian payment gateways such as razorpay, instamojo, payumoney etc..?

Thanks,
Amitabh

I’d love it if you had a module that we could post on the dashboard where we could post annoucements, reminders, and such just for our employees/users to see. Similar to the Announcements you post for Swell, but these would be announcements we make for our other users to see. Call it a Company Bulletin Board perhaps.

Pls integrate Pcloud file sharing integration.