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Lead
Import Leads From WordPress Contact Form 7, Setup Web to Lead Form
Customers
Sending proposal to customer or lead, New customer contact, new customer, customer admins
Sale
Invoices, Proposals, subscriptions, currencies, convert lead to customer, Estimates
Expenese
Record expense , expense reports, creating recurring expense, billable expense
Projects
Add new project status, timesheets, new project, Invoicing Project, pin projects
Tasks
Added new task status, recurring tasks, new customers, create new tasks, task timesheets
Support Tickets
Email piping / auto Importing tickets, setup tickets form, subscription, Departments
Contracts
Contracts templates, new contract, contract expiry notification, renewing contracts
Knowledge Base
Disabling Knowledge Base, New Knowledge base article, new knowledge base group
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LEAD
CUSTOMERS
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Import Lead
Effortlessly sync WordPress Contact Form 7 leads with XpertBiz CRM for streamlined customer engagement.
Setup Web to Lead Form
Setting up a Web-to-Lead form in XpertBiz allows you to seamlessly capture leads directly from your website.
Leads Email Integration
Streamline your lead management with seamless email integration in XpertBiz, ensuring every potential.
Sending proposal to customer or lead
Delivering tailored solutions to exceed your expectations
Convert Lead to Customer
Empower your leads to become loyal customers with XpertBiz's seamless conversion process.
Create New Lead
Effortlessly convert potential into opportunity with XpertBiz's streamlined lead creation.
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Leads
Sending proposal to customer or lead
Crafting personalized proposals that address your unique needs and goals.
New Customer Contact
We've received your contact details and look forward to assisting you further with our services at XpertBiz
Customer admins
Empower your customer admins with seamless support and insights, ensuring every interaction.
Customer Registration
Streamline your customer journey with seamless registration and access to personalized services in XpertBiz.
Reports
Reports in XpertBiz provide concise, actionable insights into your business operations, enabling informed decision-making.
Exporting customers
Streamline your business with seamless customer export capabilities in XpertBiz, ensuring efficient data management.
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Customers
Invoices
In XpertBiz, you would enter each line item with its description and corresponding amount.
Proposals
Crafting tailored proposals that resonate with your needs and aspirations.
Subscription Currencies
Explore flexible Subscription Currencies tailored to your global clientele with XpertBiz.
Convert Lead to Customer
Transform prospects into loyal customers with streamlined lead conversion in XpertBiz.
Payment Modes
XpertBiz offers versatile payment modes, ensuring flexibility for users and clients.
Estimates
In XpertBiz, creating estimates allows businesses to provide accurate cost projections.
General/Setup
Streamline your business with XpertBiz's intuitive setup and powerful features, tailored to enhance efficiency from day one.
Subscriptions
Streamline your recurring revenue with XpertBiz's robust subscription management, ensuring seamless billing and customer satisfaction.
Recurring Invoice
XpertBiz simplifies recurring invoices, automating the billing cycle for seamless subscription management and ensuring timely payments.
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Sale
Record Expense
In XpertBiz, you would enter each line item with its description and corresponding amount to generate a detailed record.
Expense Reports
Streamline expense tracking and reporting with XpertBiz's integrated tools, ensuring accurate records and efficient reimbursement processes.
Creating Recurring Expense
Efficiently manage recurring expenses with XpertBiz. Simplify your financial workflows by setting up automated recurring expenses
Billable Expense
Billable expenses are costs that your business incurs on behalf of a client or project, such as travel expenses, materials, or subcontractor fees.
Converting Billable Expense to Invoice
In XpertBiz, converting billable expenses to invoices seamlessly integrates expenditure tracking with invoicing.
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Expenese
Add New Project Status
customization allows you to tailor project statuses to fit your workflow and reporting needs effectively.
Timesheets
Timesheets in XpertBiz streamline time tracking, enabling precise recording and efficient management of work hours.
New Project
Embrace innovation with XpertBiz for your new project—where efficiency meets excellence.
Invoicing Project
Efficiently manage invoicing and streamline financial transactions with XpertBiz's robust invoicing module.
Pin Projects
Pinning projects in XpertBiz allows you to prioritize critical tasks and ensure they remain visible and accessible.
Finance Overview
XpertBiz's Finance module provides comprehensive tools for managing subscriptions, recurring invoices, and billable expenses.
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