How does the Management CRM work?

1 Interactive Client Base

The Clients module is the heart of your business. Fali.ai centralizes all your contacts and keeps a complete history of the business relationship.

• Quick creation: Click 'New Client'. Fill in the contact details (Name, Email, Phone, Company ID).
• Complete file: By clicking on a client, you instantly access their history, pending quotes, and revenue.
• Ultra-fast search: Type the first letters of the name in the search bar and results appear in real-time.

2 Products/Services Catalog

Never retype your selling prices again. The Products module acts as a database to generate your invoices in a flash.

• Add an item: Enter a reference, description, unit price without tax, and a default VAT rate.
• Inventory management: Fali.ai allows you to (optionally) monitor physical stock levels.

3 Creating Quotes & Invoices

Turn an opportunity into a sale with the Invoicing module. You can create a document from scratch, or convert a quote to an invoice.

• Simplified writing: Select the client (their info auto-fills), then select the products via a dropdown menu.
• Automatic calculations: Fali handles total calculations, sub-totals, and taxes according to the applied VAT.
• Quote -> Invoice: A 'Convert to invoice' button is present on every quote with an 'Accepted' status.

4 Payment Management

The sinews of war. Fali.ai includes a Payments module to closely monitor cash flow and unpaid bills.

• Record a payment: Access the relevant invoice and link a payment (Partial or Total), specifying the payment method (Transfer, Check, Cash).
• Financial Dashboard: The app's homepage shows your generated revenue vs collected revenue so you can spot unpaid amounts at a glance.

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