Subscriptions & Recurring Billings
bstarCRM.
Make Your Business Life Easier.
bstarOne Toolkit
Last updated on 06 October 2024 .
Estimates & Invoicing
bstarCRM.
Make Your Business Life Easier.
bstarOne Toolkit
Last updated on 06 October 2024 .
bstarCRM.
Make Your Business Life Easier.
bstarOne Toolkit.
bstarCRM
Last updated on 06 October 2024 .
bstarCRM is a powerful and user-friendly customer relationship management (CRM) platform designed to empower businesses of all sizes.
Centralized Collaboration and...
Last updated on 03 May 2024 .
Release May-03 2024
[New Feature] - Support tickets - Canned messages[New Feature] - Clone Contracts [New Feature] - Clone Proposals [New Feature] -...
Last updated on 03 May 2024 .
We're excited to announce the release of the latest version of bstarCRM! This powerful update takes customer relationship management to a whole new level,...
Last updated on 13 March 2024 .
Leads Overview
Leads are your business opportunities. They are the contact information of people or organizations that have expressed...
Last updated on 07 February 2024 .
Overview
Clients are reluctant to commission a project when the cost is unknown. This is where cost estimates can help you generate...
Last updated on 07 February 2024 .
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:...
Last updated on 07 February 2024 .
Subscription Plans
In order for you to create a new subscription inside your CRM, you will first need to create the subscription...
Last updated on 07 February 2024 .
Adding & Managing Team Members
bstarCRM allows you to add as many team members as your organization requires....
Last updated on 07 February 2024 .
Clients Overview
Managing your clients is very easy and intuitive. The place to start is the Client List Page.
You access...
Last updated on 07 February 2024 .
Milestones
bstarCRM enables to work efficiently, by breaking down your projects into Milestones & Tasks.
Project Milestones are...
Last updated on 07 February 2024 .
Overview
bstarCRM makes getting paid by your clients very easy and efficient. You are able to bill your customers in a variety of...
Last updated on 07 February 2024 .
Overview
The expenses feature allows you to record all your businesses expenses. You can record expenses that you incur on...
Last updated on 07 February 2024 .
Email Settings
The email settings section, allows you to change various aspects of how the Dashboard handles email. Below...
Last updated on 07 February 2024 .
Introduction
bstarCRM makes it very easy for you to get paid by your clients.
Payments in the CRM can be processed via a third...
Last updated on 07 February 2024 .
Tickets Overview
The support tickets feature enables you to boost your customer satisfaction by providing them with speedy...
Last updated on 07 February 2024 .
Company Settings
From this screen, you are able to set your organization’s details. These are the details that will be used on...
Last updated on 07 February 2024 .
Welcome to bstarCRM, your ultimate business process streamlining solution. Centralize customer data, automate tasks, and enhance client connections...
Last updated on 07 February 2024 .