Reply To: Question About CRM & Accounting

Front Page Forums General Question About CRM & Accounting Reply To: Question About CRM & Accounting

Mehedi Hasan

Hell Omia and Richard,

Sorry to both of you that you had to wait for a wait to get a reply from us! I understand this is unexpected but actually, we got our Eid-Ul-Adha holidays in between the time which made us kinda slower then usual. You know Eid is an most important religious festival for us. I hope you’ll consider 🙂

However, here is the answers based on your query:

1. I’m sorry but no, we do not have the recurring invoice feature for now but we are also concerned about this and hoping to coniser this in the future.

2. Customer or Client doesn’t have any portal/page by default. As our accounting solution is for the B2B business, it’s all about the company Managing peoples.

3. No, Managers are managers, they have all the access. Then the other user roles. We have the following user permissions:
a. Admin- he has all the access
b. HR Manager
c. CRM Manager
d. Accounting Manager
e. HR Recruiter
f. CRM Agents


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