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intrebit CRM Help Center

Everything you need to manage your contacts, deals, invoices, and more.

Contacts

Store and organize all your clients and leads. Import from CSV, add tags, and use custom fields.

Deals

Track your sales pipeline from lead to close. Monitor deal stages and pipeline value.

Invoicing

Create invoices, track payments, and set up recurring billing. Download as PDF.

Tasks & Reminders

Never forget a follow-up. Assign tasks, set priorities, and get reminded on time.

Bookings

Schedule and manage appointments with your contacts.

Reports

Revenue, invoice aging, deal conversion, and booking utilization reports.