"NO TUTORIAL VIDEO INCLUDED AND ALL CONTENT IS IN ENGLISH."
This All-in-One CRM & Bookkeeping Template is designed specifically for service-based businesses such as: technical support, customer service, consulting, repair services, AC installation, transportation services, training, event organizer services, and many more.
Manage your entire business in one place — from finances, clients, tasks, invoices, to project timelines — with a clean, modern, and organized interface.
⭐ Key Features
1. Advanced Financial Planning
Take full control of your business finances with detailed income & expense tracking, budgeting tools, and comprehensive financial goal-setting.
2. Easy Task & Project Management
Boost productivity with task prioritization, project progress tracking, and a smooth, structured workflow.
3. Client Relationship Management (CRM)
Organize all client data — from contact details to communication history — to strengthen relationships and deliver better service.
4. Efficient Billing System
Create, track, and manage invoices easily to ensure timely payments and clear financial management.
5. Accurate Financial Reconciliation
Quickly reconcile transactions for improved financial accuracy and clarity.
6. Dynamic Financial Reports & Analysis
Customizable financial summaries help you understand business performance across any selected time period.
7. Interactive Business Dashboard
Access all key business metrics, financial summaries, tasks, and project updates in one comprehensive, visually engaging dashboard.
🎯 Benefits
✔ Simplifies complex financial management
✔ Boosts productivity in task and project organization
✔ Strengthens client relationships
✔ Ensures smoother billing & clearer financial tracking
✔ Helps you gain powerful financial insights
🎨 Customization Options
1. Beautiful Themes
Showcase your brand or personal style with 4 theme options — Green, Minimal, Pinky, and Rainbow.
2. Setup & Instructions
Start easily with a complete guide and customizable setup options tailored to your business needs.
3. CRM & Communication Log
Manage client interactions efficiently in a centralized database for improved service quality.
4. Task–Project Tracker & Calendar
Stay organized and never miss a deadline with integrated task management and scheduling tools.
5. Financial Tracking & Analysis
Track invoices, income, and expenses with ease. Filter insights by month, year, or custom dates for in-depth analysis.
6. Budgeting & Financial Goals
Set and track financial goals to keep your business on the path toward long-term success.
⚠️ By Purchasing, You Agree to the Terms
IMPORTANT
• Please enter your Gmail email address in the notes when placing your order.
📌 How to Purchase
-
Choose the product
-
Enter your Gmail email in the description / notes / chat
-
Complete the payment
-
Leave a rating once the order is received
-
Gain access to unmatched financial clarity for your business
No reviews found!
