💶Ez Accountant CRM

Effective financial management

🔗Links

Template Link on Bubble Marketplace

Template Link on Our Website

Preview Link

Forum Link

Photos

Introduction

Unlock the potential of your financial and customer relationship management with the Ez Accountant CRM template, designed by EazyCode on the bubble.io platform. Specially designed for accountants, finance professionals, and businesses looking to streamline their financial operations, this comprehensive CRM template will help with organizational optimization and increased productivity.

Take advantage of a business financing template that goes beyond simple bookkeeping. With a user-friendly dashboard template, you hold the reins of financial control. Experience ease of creating and tracking invoices and quotes, personalizing services, and accurately monitoring transactions.

Enjoy the structure it brings to your projects and client relationships. This CRM template is a tool for companies looking to improve their financial management strategies and achieve success in customer satisfaction.

Main features:

Dashboard - A dynamic dashboard that offers an instant picture of your financial health.
Invoices - Effectively manage accounts to ensure timely invoicing and revenue tracking.
Proposals - Streamlined proposals to start your projects with clarity and professionalism.
Transaction - Comprehensive transaction log for financial accounting.
Projects - Project organizer to keep your efforts within budget.
Customers - Customer database to develop and develop your valuable customer relationships.

Our template is fully compatible and responsive across all device types. Our team has developed this template in adherence to current UX/UI design standards, ensuring an intuitive interface and visually pleasing aesthetics.

While we offer the template as is, we are open to discussions regarding additional modifications. We recommend exploring the preview section before making a purchase. If you have any questions or need further clarification, please don't hesitate to contact us. We'll be delighted to assist you and tailor a solution to meet your specific requirements.

Features

Dashboard
Invoices
Services
Transactions
Projects
Customers
Responsive design

Notes

Important note: After purchasing this template and customizing it, be sure that you had a chance to learn how to set up data security.

Check all privacy settings by the following link before launch: Bubble Privacy

Since access to objects differs in each application and is unique for each case, ensure you have established all the privacy rules.

This template is not the final product. Any part of the application can be modified for different needs.

Reusable elements

Footer

This reusable element includes links to the EazyCode templates, socials, and personal web.

Header

This reusable element includes the app navigation panel.

Workflow

Highlighting the workflow with color is a great way to separate actions in essence and significance. Below is the EazyCode standard for the use of colors with a detailed explanation.

The standards below are for informational purposes only. Any discrepancy is not related to the functionality of the application.

Blue - The actions taking place on our screen do not utilize the application's resources. For instance, when an element is clicked and a popup is opened or closed.

Green - These actions involve creating or modifying entries in the database. For example, "Create a new Thing," "Make changes to a thing or a list of things," as well as "Copy a list of things," and so on.

Red - This action involves deleting or resetting values. For instance, "Delete a thing or a list of things," as well as "Reset a group" and "Reset inputs."

Orange - Actions related to your navigation. For example, "Navigate to a page," or "Do when a condition is true" – when you use specific values for checking, such as "When the current user is logged in," and so on.

Cyan - Actions utilizing Custom Events – lengthy tasks that involve the creation, modification, deletion, and plugins within a single comprehensive workflow as steps.

Brown - Custom workflow, API workflow, and similar tasks.

Purple - The significance of this color is determined by the developer themselves, as it is done due to the fact that everyone has their own approach to development.

Grey - All other actions.

Notes

Option sets

Currency

List of world currencies

Customer Status

Active
Archived

Income Category

Interest Income
Other Revenue
Salary
Sales Income

Invoice Status

Pending
Sent
Paid

dashboard
invoices
invoices-details
proposals
services
transactions
projects
project-details
customers
settings
settings-business
settings-invoice
settings-payment
settings-account
signup
login
forgot password

Project Status

Planned
In Progress
Completed
Paused

Proposal Status

Pending
Sent
Approved
Rejected

Task Status

Done
Not Done

Transactions Type

Income
Expense

The template is sold as is, although additional modifications can be discussed. Feel free to contact us for any inquiries and we’ll be happy to find a solution for your ideas – http://eazycode.com/

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