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Subscriptions - bstarCRM

Subscriptions & Recurring Billings bstarCRM. Make Your Business Life Easier. bstarOne Toolkit
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bstarCRM

bstarCRM. Make Your Business Life Easier. bstarOne Toolkit. bstarCRM
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bstarCRM Changelog

Release May-03 2024 [New Feature] - Support tickets - Canned messages[New Feature] - Clone Contracts [New Feature] - Clone Proposals [New Feature] -...
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Lead Management

Leads Overview Leads are your business opportunities. They are the contact information of people or organizations that have expressed...
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Estimates

Overview Clients are reluctant to commission a project when the cost is unknown. This is where cost estimates can help you generate...
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Project Management

  Managing your projects is very easy and intuitive. The place to start is the Project List Page. You access this page via the main menu:...
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Subscriptions

Subscription Plans In order for you to create a new subscription inside your CRM, you will first need to create the subscription...
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Team Members

Adding & Managing Team Members bstarCRM allows you to add as many team members as your organization requires....
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Client Management

Clients Overview Managing your clients is very easy and intuitive. The place to start is the Client List Page. You access...
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Task Management

Milestones bstarCRM enables to work efficiently, by breaking down your projects into Milestones & Tasks. Project Milestones are...
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Invoices

Overview bstarCRM makes getting paid by your clients very easy and efficient. You are able to bill your customers in a variety of...
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Expenses

Overview The expenses feature allows you to record all your businesses expenses. You can record expenses that you incur on...
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Email Management

Email Settings   The email settings section, allows you to change various aspects of how the Dashboard handles email. Below...
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Accepting Payments

Introduction bstarCRM makes it very easy for you to get paid by your clients. Payments in the CRM can be processed via a third...
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Tickets & Knowledge Base

Tickets Overview The support tickets feature enables you to boost your customer satisfaction by providing them with speedy...
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Settings

Company Settings From this screen, you are able to set your organization’s details. These are the details that will be used on...
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Getting Started CRM

Welcome to bstarCRM, your ultimate business process streamlining solution. Centralize customer data, automate tasks, and enhance client connections...
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