Lead X SaaS – Lead Management Tool 

Features

Features:

Lead X provides an overview of all your clients, user, deals, invoices and graphical representation of invoice management, expense management, product management, deal management, and task management.


1. Dashboard 

2. Leads Management

3. Deals Management

4. Estimations Management

5. Form Builder

6. Manage MDF

7. Users Management

8. Clients Management

9. Roles Management

10. Invoices

11. Payments

12. Products & Services

13. Expenses Management

14. Contracts Management

15.  Tax Rates

16. Plans overview

17. Orders Management

18. Setup

  • Pipeline
  • Deal Stages
  • Labels
  • Stages
  • Sources
  • Payments Methods
  • Expenses Categories
  • Contract Type
  • Custome fields
  • Notifications
  • MDF Status
  • MDF Type
  • MDF SubType


19. System Settings

  • Logo Settings
  • Invoice Template Settings
  • Payment Settings
  • My bill details

  • Tax Management