Hey Bubblers !
Welcome new Ez Accountant CRM / Invoices Template
Ez Accountant CRM is a personal system for accountants. Allows you to clearly track the financial component of work with clients. An indispensable resource for companies that want to increase their efficiency, improve customer experience and competently build work with partners. CRM system meets all modern requirements UX / UI is fully adapted to all types of devices.
Ez Accountant CRM consists of the following sections:
-Dashboard
-Invoices
-Proposals
-Services
-Transactions
-Projects
-Customers
-Settings
The system has continuous adaptive data movement. If you have entered client data somewhere or you are making an invoice based on a proposal, you will not need to enter the same data twice. The system is indispensable for professionals who want to save their time and increase efficiency.
The main advantage is that you can create proposal for your customer, send it via email and get a response from your customer (proposal has buttons to accept or decline).
Also, after customer get a decision you will see status of this proposal in Proposal tab.
Invoices that you create can be downloaded as PDF file.
Template page: https://bubble.io/template/ez-accountant-crm-1667471651679x522944989077438460
Demo: https://ez-accountant-crm.bubbleapps.io/
The template is sold as is, although additional modification can be discussed. Feel free to contact us for any inquiries and we’ll be happy to find a solution for your ideas - https://ezcode.co
Hope you will like it !
Regards Pavel @ EzCode team .