Invoices & Renewals

Billing & Renewal
Management

Issue invoices, manage renewals.

Manage Invoice
Client Renewal List

Once the lead is converted into a client, you can raise an invoice which will auto reflect the tagged product and service to that particular client for billing. Keep a track of all your payments, whether received in full or partial, along with a history of all the past invoices which can be downloaded from EVE as and when required. Trigger a reminder in the system for renewals of the clients ahead of time so that there is no skipped billing and payment is recovered on a timely basis.

Payment Tracker

Track Payments
Efficiently

Centralize data management.

Track Your Cash In-flow

Track payments received and outstanding balances. Set reminders for overdue payments to maintain a healthy cash flow for business continuity. Ensure timely follow-up on outstanding payments to optimize financial management and sustain operational efficiency.

Reports & dashboard

Analytics &
Visualization Tools

Generate reports, visualize data.

Dashboard Summary

EVE enables you to access and download a wide range of reports, including those on leads, proposals, quotations, payments, clients, sales, customization, and minutes of meetings. Additionally, the FOS Dashboard allows you to track and view targets and achievements. This comprehensive reporting capability empowers you to gain valuable insights into your sales process, client interactions, and overall business performance. With EVE, you can make data-driven decisions, optimize your sales strategies, and enhance your overall efficiency and effectiveness in managing your business operations.

Frequently Asked Questions

  • Can I export the reports from EVE?

    Yes, you can export the reports from EVE in various formats such as PDF, Excel, or CSV for further analysis and sharing.

  • How often are the reports updated in EVE?

    The reports in EVE are updated in real-time, ensuring that you have access to the most up-to-date information at all times.

  • How does EVE help me manage my payments?

    EVE's Payment Tracker feature allows you to track payments received and outstanding balances, set reminders for overdue payments, and ensure timely follow-up on outstanding payments to maintain a healthy cash flow for business continuity.

  • Can I track my sales targets and achievements in EVE?

    Yes, EVE's FOS Dashboard allows you to track and view your sales targets and achievements, providing you with a comprehensive overview of your sales performance.

KNOW MORE