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Fintech · Web

Control Panel Payment

CRM Goals

1. 01 User and Company Management: Store and manage personal and corporate data, including contact info and security settings.
2. 02 Product Sales and Management: Enable subscription to company products, categorized by type.
3. 03 Documentation and Support: Provide access to a Wiki and helpful articles for self-service.
4. 04 Integration and Analytics: Centralized management and performance tracking (e.g., Leads Distribution, Tracking Software).
5. 05 Simplicity and Personalization: Intuitive interface for easy navigation and data customization.

Empty State Company Acc

Edit User / Company

Auto Log / Password

Edit Logo

Purchase Product

Account

Billing

Products

Workers

Group (Access Control)