Seamless Event Management with CbeezAI
From client meetings to company-wide events, manage everything in one platform. Plan, track, and execute events without hassle.
New Event Creation
Set up events instantly.
Event List
Keep track of all upcoming and past events.
Organized Scheduling
Avoid overlaps and missed opportunities.
Third-Party Management
Efficiently manage all your business relationships in one place—prospects, customers, vendors, contacts, and partners. Keep track of details, streamline interactions, and ensure every connection supports growth and collaboration.
Prospects
New Prospect – Add potential clients and begin tracking their details for future opportunities.
Customers
New Customer – Register new clients, maintain their details, and connect them with invoices, quotes, and orders.
Vendors
New Vendor – Add suppliers or service providers and manage their information for purchasing and procurement.
Contacts / Addresses
New Contact/Address – Store additional contacts or addresses for third parties. List – Manage all contacts with filters by type.
Partnership
New Partnership – Record and manage strategic business partnerships for long-term collaboration.
Knowledge Base module is a central library where you can store, manage, and share useful information with your team, customers, or partners. It works like a digital help desk and learning hub.
