Pexli

Show the work.
Not the customer.

Step-by-step guides with customer data removed in your browser, before anything is saved.

Free during the beta.

Update a customer's plan Step 3 of 7
crm.example.com/customers/4821
Name
Maria Okafor
Email
maria@okafordesign.ca
Phone
+1 416 555 0193
Card
4532 7781 0094 2216
Plan
Business, annual
Save customer
3. Click Save customer. The new plan starts on the next invoice.
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