The Sales section in Intellent CRM allows your team to manage everything related to income—from tracking estimates, invoices, payments, and proposals, to recurring subscriptions. This is the heart of your CRM’s revenue operations.
Sections in the Sales Module:
- Estimates
- Proposals
- Invoices
- Payments
- Credit Notes
- Subscriptions
- Recurring Invoices
- Items (products or services sold)
Each section plays a specific role in the sales cycle—from initial offer to final payment.
