1. Customer
Purpose: Manage customer information.
Features: Add, edit, and view customer details such as contact info, business name, and relationship history.
2. Lead
Purpose: Track potential clients or sales leads.
Features: Add new leads, update lead status, assign leads to team members, and follow up.
3. Meeting
Purpose: Schedule and manage meetings with customers or leads.
Features: Add meeting details like date, time, participants, and agenda. Option to view meeting history.
4. Call
Purpose: Log and manage client communication through phone calls.
Features: Add call records, call outcomes, and follow-up actions.
5. Expenses
Purpose: Track daily expenses.
Features: Add and categorize expense entries with receipts and notes.
6. Expenses Approval
Purpose: Manage the approval process of submitted expenses.
Features: Review, approve, or reject expenses with remarks.
7. Complaint
Purpose: Register and manage customer complaints or internal issues.
Features: Add complaint details, track status, assign to team members, and resolve.