Articles

Advertising

Advertising Goal. See in the CRM the spend, clicks and leads of your Meta and Google Ads...
Campaigns

Campaigns Goal. Prepare a campaign template, choose the client segment, check the reach, send...
Contracts

Contracts Goal. Generate a case's contract from its accepted quote, send it for e-signature or...
Payments

Payments Goal. Collect a case's deposit and balance, record payments received by any means, send...
Quotes

Quotes Goal. Create a case's quote from the service catalogue, send it to the client, record...
Reports

Reports Goal. Read the business indicators over a range of months: leads, conversion, cases,...