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Self-service system — simple flow: 1) Clients → 2) Deals → 3) Tasks → 4) Invoices → 5) Transactions → 6) Dashboards.

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Core entry points

• ✅ Clients (CRM): Clients (CRM)
• ✅ Deals (Sales): 💼 Deals
• ✅ Tasks (Kanban): Tasks
• ✅ Projects (optional): Projects
• ✅ Invoices: Invoices
• ✅ Transactions: Transactions

Dashboards

• Finance dashboard: NexosFlow — Finance Dashboard
• Tasks dashboard: NexosFlow — Tasks Dashboard

Quick start

1. Create a client in Clients.
2. Create a deal in Deals and link it to the client.
3. Create tasks and move them on Kanban.
4. Create an invoice.
5. Record the payment (Income) in Transactions.
6. Review dashboards.

Guides (multi-language)