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General Documentation

Explore comprehensive guides and detailed insights into every feature of Agency CRM Plus. Empower your agency with powerful tools for efficient client management and business growth.

Getting Started

  • Introduction
  • System Requirements
  • Account Creation and Login
  • Dashboard Overview

Clients

  • Client Management
  • Adding a New Client
  • Viewing and Editing Client Details
  • Client Communication

Projects

  • Project Management
  • Creating a New Project
  • Project Templates
  • Monitoring Project Progress

Tasks

  • Milestones and Tasks
  • Creating Milestone
  • Adding Tasks
  • Task Management
  • Creating and Assigning Tasks
  • Task Status and Progress
  • Cloning Tasks

Team Members

  • Team Collaboration
  • Internal Communication
  • File Sharing
  • Activity Feeds
  • User Roles
  • Defining User Roles
  • Assigning Roles to Users
  • Access Control

Invoicing and Estimates

  • Creating Invoices
  • Recurring Invoices
  • Invoice Customization
  • Sending Estimates and Proposals
  • Estimate to Invoice Conversion
  • Payment Tracking

Leads

  • Prospects and Leads
  • Lead Capture
  • Lead Nurturing
  • Opportunity Management

Time Tracking

  • Manual Time Entry
  • Timer Functionality
  • Time Reports

Help Desk

  • Ticket Management
  • Support Channels
  • Analytics and Reporting

Knowledgebase

  • Creating Articles
  • Organizing Content

Subscriptions

  • Setting Up Subscription Plans
  • Managing Subscriptions
  • Automated Billing

ProSAAS

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