Reply To: Question About CRM & Accounting

Home Forums General Question About CRM & Accounting Reply To: Question About CRM & Accounting

Omnia Creative


It is unfortunate that you are not able to create automatic invoices set by date time frames. Having to do this manually for 100’s of clients would be a nightmare. Definitely need to have some sort of scheduling of invoices.

Right, B2B is what we are and what the original question was about. In our current platform, there is a Primary Contact (Owner) and then you can assign other contacts (whether it is an office manager or 3rd party marketing personnel) with Support or Billing Roles and customize access to certain features within the client dashboard. With your platform, there is not a place for them to log into to view or do certain account actions like paying an invoice or submit a ticket? Little confused about your answer.

The User Roles you have listed all look like internal Roles? Please clarify.


Contact Us

Reach out to us for any inquiry

You must enter full name
You must enter email
You must enter message

We received your query

We will reply to you very soon :)