💶Ez Accountant CRM
Effective financial management
🔗Links
Template Link on Bubble Marketplace
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
This template is not the final product. Any part of the application can be modified for different needs.
Pages
index
This page presents the features of this application. Also on this page, clients can find links to other EazyCode templates on this topic.
dashboard
This is the accountant panel page. It displays eight tabs.
Dashboard - This tab contains statistics of income and expenses in the form of graphs.
Invoices - This tab displays a list of invoices, with detailed information and their statuses. Also, accountants can create new invoices.
Proposals - This tab displays a list of proposals, with detailed information and their statuses. Also, accountants can create new proposals.
Services - This tab displays a list of services that the current accountant provides. Also, the accountant can create new services.
Transactions - This tab displays a list of transactions, with detailed information and their types.
Projects - Tab with a list of projects. When an accountant clicks on a project, he can see a list of invoices, proposals, and transactions for the company. Also, this tab contains a new project button.
Customers - This tab displays a list of customers, with their detailed information. Also, this tab contains a new project button.
Settings - Tab with user personal information and change password form.
proposal-client
This is the proposal page for clients created by the accountant.
registration
This is the Sign-In / Sign-Up page.
reset_pw
This page allows the user to reset the password.
404
This page appears when something goes wrong in the app's work
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.
Data Types:
Customer
This data type is used to store customer proprieties.
Address
text
Stores the customer address.
Company Name
text
Stores the customer company title.
email
text
Stores the customer email address.
Full Name
text
Stores the customer full name.
Income
number
Stores the customer income.
Notes
text
Stores the customer notes.
Phone number
text
Stores the customer phone number.
VAT ID
text
Stores the customer vat ID.
Fee
This data type is used to store fee proprieties.
Invoice
This data type is used to store invoice proprieties.
amount-Paid
number
Stores the invoice paid ammount.
Date issued
date
Stores the invoice date issued.
From
text
Stores the name of the sender invoice.
image
image
Stores the invoice image.
Invoice number
text
Stores the invoice number.
Notes
text
Stores the invoice notes.
Payment terms
text
Stores the invoice terms.
taxValue
number
Stores the invoice tax value.
Terms & Conditions
text
Stores the invoice terms and conditions.
Title
text
Stores the invoice title.
Total
number
Stores the invoice total ammount.
Invoice - Item
This data type is used to store invoice item proprieties.
finished
yes/no
Stores the item status(done or not).
name
text
Stores the item title.
quantity
number
Stores the item quantity.
rate
number
Stores the item rate.
Project
This data type is used to store project proprieties.
Notes
text
Stores the project notes.
Title
text
Stores the project title.
Total paid
number
Stores the project paid number.
Work period (end)
date
Stores the project finish date.
Work period (start)
date
Stores the project start date.
Proposal
This data type is used to store proposal proprieties.
Images
List of images
Stores the proposal image.
Overview & Goals
text
Stores the proposal overview and goals description.
Terms & Conditions
text
Stores the proposal terms and conditions.
Timeline
text
Stores the proposal timeline.
Title
text
Stores the proposal title.
Total Price
number
Stores the proposal total price.
Valid until
date
Stores the proposal deadline.
Why Me
text
Stores the proposal description.
Review
This data type is used to store review proprieties.
iamge
iamge
Stores the review image.
Name
text
Stores the reviewer name.
text
text
Stores the review content.
Service
This data type is used to store review proprieties.
Name
text
Stores the service title.
Notes
text
Stores the service notes.
Price
text
Stores the service price.
Task
This data type is used to store task proprieties.
Deadline
date
Stores the task deadline date.
Title
text
Stores the task title.
Transactions
This data type is used to store transaction proprieties.
Date
date
Stores the transaction creation date.
Description
text
Stores the transaction description.
Files
List of files
Stores the transaction attache files.
Name
text
Stores the transaction title.
Notes
text
Stores the transaction notes.
Total amount
number
Stores the transaction total ammount.
User
This data type is used to store user proprieties.
Business Address
text
Stores the user address.
Business Name
text
Stores the user business name.
Business Number
text
Stores the user business number.
Business Phone
text
Stores the user business phone number.
Business Target Net
number
Stores the user business expected income.
Full Name
text
Stores the user full name.
Invoice Notes
text
Stores the user invoice notes.
Invoice Prefix
text
Stores the user invoice prefix.
Logo
image
Stores the user image.
Tax Name
text
Stores the user tax name.
Tax Rate
number
Stores the user tax rate.
Website
text
Stores the user web site link.
Option sets
Currency
List of world currencies
Customer Status
Active
Archived
Expense Category
Business License
Contract Services
Contractor Salaries & Wages Salaries & Wages
Health or Medical Insurance
Insurance
Marketing
Other Expense
Softwares
Transport
Income Category
Interest Income
Other Revenue
Salary
Sales Income
Invoice Status
Pending
Sent
Paid
Navigation
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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