CRM, support desk, and reporting add-on
Client overview
Client Hub
A client-facing workspace for products, invoices, AMC coverage, and support without internal clutter.
Customer self-service
Clients should be able to understand their commercial relationship in minutes, not email threads.
This workspace gives them a clean service and billing view while your backend catches up.
One due this week and one under review
Two annual and one premium support contract
Awaiting engineering closure note
Snapshot
What your team can do from here
The essential client-facing shortcuts.
Review issued invoices, due dates, and payment state in one place.
2 open invoicesSee support windows, onsite visits, and contract expiry dates.
3 active contractsGet a concise history of updates without chasing email threads.
1 active ticketCurrent billing
Latest invoices
A simple client-grade invoice summary.
| Invoice | Type | Amount | Due date | Status |
|---|---|---|---|---|
| INV-24-121 | Software license | Rs 13.4L | Apr 11 | Open |
| AMC-24-067 | AMC renewal | Rs 6.4L | Apr 09 | Reminder sent |
Recent activity
Account timeline
A simple view clients can understand quickly.
AMC reminder received
Premium support contract renewal reminder sent with updated scope.
Ticket update posted
Engineering shared root cause note for export timeout issue.
Invoice issued
Quarterly software license invoice published to account billing desk.