ccrmoffice

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Feature

CRM with Balance Sheet

Real-time balance from all transactions

The pain

No snapshot of assets vs liabilities

How crmoffice solves it

Real-time balance from all transactions — built into the core, no plugins required.

What you get

Balance Sheet as a first-class admin feature
API endpoints for Balance Sheet workflows (Sanctum-authenticated)
Customer portal integration where relevant
Audit log on every change

Who needs CRM with Balance Sheet?

Agencies billing clients monthly
SMBs scaling beyond spreadsheets
Service businesses managing recurring relationships

FAQ

Is Balance Sheet included in the base price?

Yes — crmoffice is a single product with no feature gates.

Can I disable it if I don't need it?

Yes — turn off the module via Settings or simply ignore the menu item.

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