To manage and create detailed activity, we have created our client profiles, allowing us to better serve existing clients while also leveraging our data to find new customers.
Give your contacts access, and get a client portal. Here you can view quotes, transactions, invoices, and much more.
My bonus site helps us write and send proposals from within our dashboard. Invoice and get paid directly. Track transactions per contact or company. The site has awesome built-in tools to make the whole workflow easy.
Understanding three words. Quotes, Invoices, and Transactions.
- Quotes : If you are looking for a quotation with every detail you required, you’ve come to the right place. We pride ourselves on our customer service, and we’ll be more than happy to help you out. Just let us know what you need, and we’ll get back to you as soon as possible. Thank you for your interest.
- Invoices : Invoices are an important part of any business. They document what was purchased, when it was purchased, and how much was paid. This information can be used to track expenses and make sure everything is paid for. Invoices should be created for every purchase, even if the purchase is for a small amount. This will help keep track of everything and make sure no purchase goes undocumented. Invoices should be saved and filed in a safe place. This information can be used for reference in the future.
- Transactions: When most people think of a transaction, they think of a financial transaction. In fact, the word “transaction” comes from the Latin word “transire,” which means “to go over.” A financial transaction, then, is one in which money or another financial instrument changes hands. But the word “transaction” can be used in a broader sense. For example, when you buy something from a store, you’re engaging in a transaction. You go over to the counter, you hand the cashier money, and she hands you the product. The same is true when you hire someone to do a job for you. You’re engaging in a transaction: you’re hiring the person in exchange for money. So a transaction can be any exchange of goods or services for money. It’s a simple concept, but it’s at the heart of our economy.
Just tell us your requirements, and we shall create your account in our client portal to better serve you. And we shall be sending you a quote and an invoice in your client portal.
Finding customers is an important part of any business, and especially when it concerns online businesses. There are a number of ways to find customers, and one of the most common is through social media. You can also ask people they know if they have any recommendations or use search engines. In any case, make sure you do your research and find the best way to find customers. Or let us assist you in finding new clients or customers for your existing business. Fix an appointment with us to know your business requirements.
Grow your business with our specialization in target advertising, business management, business administration, office functions, administration of consumer loyalty programs, price comparison services, website traffic optimization, web indexing for commercial or advertising purposes, sales promotion for others, and business management of reimbursement program for others.
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|Create your website.||Book a Domain|
|Content Writing||Digital Marketing|
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By understanding your requirements, we can tailor marketing and branding strategies to fit your needs.