Professional Services: Client Management and Billing
Professional services teams need clean client records, clear billing, and reliable follow-ups. NAViCalC supports CRM-driven workflows and billing with controls like approvals and audit logs.
Use cases
- Client lifecycle tracking (leads → customers) and follow-ups
- Invoices/receipts and customer ledger for collections
- Templates for invoices/receipts and notifications
- Role-based access and audit logs for controlled changes