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Small Business CRM and Project Tracker
How to use this doc
Dashboard
CRM
Projects
Data
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CRM
Expenses
Log an expense
Category
Date
Project
Client
Expense
Type
Mileage
Amount
Receipt image
Category
Date
Project
Client
Expense
Type
Mileage
Amount
Receipt image
Coaching 🦄
1
12/17/2019
Cathy Coda - Public Speaking
Cathy Coda
Drove to Cathy's office
Mileage
30
$16.05
Other 👷
1
12/3/2019
Update scheduling process
Purchased software license
General Office Supplies
$25.00
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