Lets have a look at the main Flexx Suite modules
- Organizations
This Module is used for storing information about Organizations you work with
Every record of the Module is an Organizations where you can save necessary data like:
- Organization Name
- Website
- Phone
- Address
and more
This is the Organization view page where you can see all necessary data and Modules related
- Leads
Leads is the Module where you can save information about people or business who may eventually become a client or a potential buyer of a product/service
In the Lead’s record you can save data like:
- Name
- Phone
- Company
- Designation
- Website
- Address
This is the Leads view page where you can see all necessary data and Modules related
Quotes
Quotes is the Module for storing money transactions information in the CRM
This Module saves Quote’s:
- Subject
- Number
- Contact Name
- Carrier
- Address details
- Bought Item’s Details, Quantity and Selling Price
- Invoices
Invoices is a Module that helps you to store an invoices bills or tabs relating to a sale transaction
Module’s record saves data like:
- Subject of the Invoice
- Customer Number
- Sales Order
- Invoice and Purchase date
- Address
- Item Details, Currency and Tax Mode
