Website Livechat Leads

➥ Geminate comes with a feature for website visitors / public users to fill out forms for submitting any queries or issues and on submission those information will generate leads in CRM. it will help easily to identify issues or queries for the administrator. on clicking the 'Send' button it will display an user friendly waiting screen with timer and animation. it will redirect the website visitor / public users to live chat after filling out the form with accurate details and auto assign 'Salesperson' and 'Sales Team' from the configuration on generated leads for future followup.

Profit & Loss + Balance Sheet Analytic Groups

Geminate comes with a feature of grouping based on analytic accounts on financial reports like balance sheet and profit & loss. it will tabularize all financial data from different charts of accounts under each analytic account based on journal items. it will enable grouping only in case there is data available in that period / duration or year. By that way, you can easily visualize the total amount utilized under that analytic account within the individual chart of the account per duration.