Knowledge Base
Contracts
Contracts The Contracts feature allows businesses to record, manage, and track formal agreements with clients or vendors directly within the system. By storing all contract information in one place, it ensures that important details such as contract value, type, and validity period are easily accessible, reducing the risk of missed...
Read morePayments
Payments The Payments section provides a complete record of all financial transactions made by a customer. It serves as a centralized place where businesses can track, verify, and manage payment activity across invoices and accounts. This ensures transparency between the company and its clients, while also simplifying reconciliation and financial...
Read moreReminders
Reminders The Reminders feature is designed to help users stay on top of important deadlines, activities, and follow-ups. Instead of relying on manual notes or external tools, reminders can be created and managed directly within the system, ensuring nothing is overlooked. Whether it’s a project deadline, a payment due date,...
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