Best Add-on Utilities
We have done a little bit more for your team performance enhancement iNext CRM Add-on utilities are
some additional sections apart from but very important to manage the rest of the modules.
Media Management
Media Management has individual folders for each of your staff members so that whey they upload any file it will be stored in their respective folders. And being an admin you can view and manage them all.
Bulk PDF Export
Do you want invoices of for the whole month or year to submit to your account department? No worries, iNext CRM bulk PDF export facility allows you to export all PDF version of invoices, proposals, payments, estimates etc for a certain duration.
Announcement
This section allows you to create organization announcements for your staff and customers. You can create multiple announcements and set if it is visible to staff or clients or both.
Goals
Set your sales goal and monitor if you are achieving or not, take action to achieve them. Goals remind you of how far you have reached by comparing your proposal closure etc.
Email Templates
iNext CRM gives you full control of all module email templates. You can set your own email draft so that whenever an auto email triggers it will use your predefined templates. Also, you can use custom variables like customer name, company and more.
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