QB SOFTWARE

Dashboard

BUSINESS OVERVIEW

Manage customers, sales & accounts in one place.

Cloud-ready CRM for QB SOFTWARE with employee access and mobile-friendly workflows.

Today's Follow-ups125 overdue · 7 due today

Total Customers248+12 this month

Open Leads6418 high priority

Quotations₹18.4L23 active

Outstanding₹7.2L14 invoices

Sales PipelineView all

New Lead24

Contacted18

Qualified11

Quotation7

Negotiation4

Recent ActivityView all

Quotation sent to ABC Traders1 hour ago

Follow-up scheduled with Zenith2 hours ago

Payment received from Nova Retail3 hours ago

New lead: Greenfield Stores4 hours ago