Finance & Billing CRM Modules

Sales & Customers

Customers

View customer contact details, open work and billing history in one record

Sample task: Review sample customer timeline & atta… Open URL →

Sales & Customers

Leads & Pipeline

Track incoming enquiries through qualification and proposal stages

Sample task: Move sample enquiry from Qualifying to… Open URL →

Sales & Customers

Estimates & Proposals

Prepare itemised quotes and proposals linked to the customer record

Sample task: Mark sample proposal accepted & prepar… Open URL →

Sales & Customers

Service Catalog & Price Books

Organize standard services, products and rate tiers for consistent quoting

Sample task: Select catalog service item for a samp… Open URL →

Work & Teams

Work Orders & Projects

Coordinate approved work from assignment through completion

Sample task: Assign sample crew, checklist tasks an… Open URL →

Work & Teams

Scheduling & Calendar

Plan appointments, room bookings and team shifts on a shared calendar

Sample task: Confirm sample 10:00 AM visit slot for… Open URL →

Work & Teams

Dispatch

Assign field visits and coordinate on-site technician schedules

Sample task: Assign sample technician Alex to urgen… Open URL →

Work & Teams

Tasks

Track individual action items and follow-ups across customer records

Sample task: Complete sample kickoff checklist item… Open URL →

Work & Teams

Employees & Teams

Manage team member profiles, departments and work assignments

Sample task: Review sample team availability before… Open URL →

Finance & Billing

Invoices

Prepare and track customer invoices connected to completed work

Sample task: Generate sample invoice #INV-6021 from… Open URL →

Finance & Billing

Payments & Stripe

Track payment records; platform billing uses Stripe (confirm customer payment setup)

Sample task: Record sample payment status against a… Open URL →

Finance & Billing

Accounting

Organize financial entries, tax summaries and accounting handoffs

Sample task: Review sample invoice and purchase led… Open URL →

Inventory & Operations

Inventory

Monitor product stock levels, reservations and reorder thresholds

Sample task: Reserve 4 sample units & flag low-stoc… Open URL →

Inventory & Operations

Purchasing

Prepare supplier purchase orders from stock shortfalls or work orders

Sample task: Review sample purchase order for 90 al… Open URL →

Inventory & Operations

Vendor Management

Keep supplier contacts, items and purchase order history organized

Sample task: Select sample supplier Pacific Alloy f… Open URL →

Inventory & Operations

Assets & Warranties

Record customer equipment details, serial numbers and service dates

Sample task: Inspect sample equipment record #AC-90… Open URL →

Inventory & Operations

Shipping & Logistics

Track order packing, parcels and shipment handoffs

Sample task: Mark sample 2-box order #9921 packed f… Open URL →

Communication & Service

Email & Webmail

Keep customer email correspondence connected to CRM records

Sample task: Log sample proposal follow-up email on… Open URL →

Communication & Service

SMS & Chat

Coordinate customer appointment updates and service messages

Sample task: Prepare sample appointment reminder me… Open URL →

Communication & Service

Phone.com

Catalog integration for voice call logging and contact workflows

Sample task: Log sample customer call note against … Open URL →

Communication & Service

Support Desk

Track customer support requests, ownership and resolution steps

Sample task: Assign sample shipment inquiry ticket … Open URL →

Communication & Service

Documents

Organize files, specifications and forms linked to customers and jobs

Sample task: Attach sample Rev C specification to W… Open URL →

Communication & Service

Customer Portal

Provide a structured view for customers to review shared records

Sample task: Preview sample shared milestone summar… Open URL →

Marketing & Growth

Campaigns & Reminders

Schedule customer outreach and service reminder sequences

Sample task: Configure sample seasonal check-in rem… Open URL →

Marketing & Growth

Promotions & Offers

Manage promotional offers and discount rules for campaigns and sales

Sample task: Apply sample seasonal offer to a custo… Open URL →

Marketing & Growth

Reviews & Referrals

Coordinate post-service follow-up and referral tracking

Sample task: Queue sample feedback request after wo… Open URL →

Insights & AI

Dashboard

View operational summaries across enquiries, active work and billing

Sample task: Inspect sample daily operations board … Open URL →

Insights & AI

Reports & Analytics

Review structured reports across sales, work orders and billing

Sample task: Run sample monthly activity summary ac… Open URL →

Insights & AI

Workflow Automation

Configure rules that connect handoffs between modules

Sample task: Review sample rule: When proposal is a… Open URL →

Insights & AI

AI Copilot

Assist teams with drafted actions alongside admin budgets, rate limits and human approval

Sample task: Review sample AI reorder draft & click… Open URL →

Platform & Controls

API & Integrations

Plan connections between 4ProTech and external business services

Sample task: Review observed platform connections (… Open URL →

Platform & Controls

Administration & Security

Manage workspace roles, module permissions, AI budgets and approval controls

Sample task: Inspect sample workspace governance an… Open URL →