CRM Aven

Move from work done to money collected in minutes. Turn approved quotes or completed milestones into branded invoices with correct taxes and currency. Send payment links, track status, and schedule automatic reminders for overdue bills. Log expenses from a phone photo, assign them to projects, and route approvals to managers. Dashboards show burn rate, margin, and cash position by client or team. Predictive analytics surface likely close dates and revenue forecasts so you can staff ahead. Build rules that escalate unpaid invoices, update pipeline totals when payments arrive, and alert account owners if a key customer’s spend drops. For field service, connect IoT devices to open tickets when thresholds are breached, notify the on-call tech, and generate the related work order and invoice on completion.

Run people operations without leaving the platform. Maintain employee profiles, roles, and docs; record attendance with timesheets or check-ins; and manage leave balances with a shared calendar. Launch onboarding with a checklist that creates accounts, assigns training, and tracks paperwork; use an offboarding playbook to disable access and collect assets. Centralize documents, version files, and control permissions by role. Build custom fields and layouts to match your industry, then publish reports that combine project delivery, sales, finance, and HR into a weekly snapshot. Share dashboards with stakeholders or export data for audits. With CRM Aven, planning, selling, delivering, and supporting customers happen in one place, guided by automation and informed by clear, real-time insight.