CRM
Clients
Website
Incoming Leads
Connecting
Secure CRM sync
Waiting for first update
Website leads load automatically from the CRM database.
Admin
Settings
Sync
Secure Database
Website leads and CRM records update through protected server routes.
Invoices
Autosave Active
Drafts are saved while invoices are being built.
Square
Payments Ready
Checkout links can route accepted invoices to Square.
Pricing
Service Database
Records