The Companies feature allows users to manage relationships with client companies, maintain detailed profiles for each company, and track financial transactions associated with them. It serves as a centralized database of client companies, facilitating efficient management and communication.

To add a new company, navigate to the Companies section of the app and select the option to add a new company profile. Enter relevant details such as company name, contact information, industry, and any additional notes. You can then manage and update company profiles as needed.

Yes, the app offers account segmentation functionality, allowing you to categorize client companies based on criteria such as industry, revenue, location, or other customizable parameters. This segmentation enables targeted marketing efforts, personalized communication, and streamlined management.

The app provides tools and features to manage relationships with client companies effectively. Keep track of interactions, communication logs, and engagement activities to nurture relationships, identify opportunities, and provide personalized services.

The app includes financial accounts functionality, allowing you to track financial transactions associated with client companies. Monitor income, expenses, payments, and invoices related to each company, providing comprehensive financial visibility and control.

Yes, the app offers lead management functionality, enabling you to track leads, prospects, and opportunities for potential client companies. Capture lead information, track progress through the sales pipeline, and convert leads into paying customers efficiently.

The app includes sales pipeline management tools, allowing you to manage the sales process from lead generation to conversion. Track leads, assign tasks, set reminders, and monitor progress through each stage of the sales pipeline to drive conversions and revenue growth.

Yes, the app offers customer satisfaction survey functionality, enabling you to collect feedback from client companies to measure satisfaction levels. Design custom surveys, gather feedback on products or services, and analyze responses to identify areas for improvement and customer delight.

Yes, the app allows you to customize company profiles by adding fields, tags, or attributes relevant to your business needs. Tailor company profiles to capture specific information such as industry certifications, project preferences, or communication preferences.

Yes, the app offers advanced features such as multi-company management, allowing you to add and manage multiple companies separately within the same account. Switch seamlessly between company profiles, view consolidated reports, and streamline management tasks across multiple entities.

The app prioritizes data security and privacy, implementing robust security measures such as encryption, access controls, and regular data backups. Rest assured that client company information is protected from unauthorized access or data breaches.