Client 360°
Profile, contacts, notes, tags/segments, account health
Public feature tour · no login required
আপনার business-এর client, sales, work ও money এক জায়গায়।
নিচের Live now modules বর্তমানে Think One-এ কাজ করছে—Inventory, Purchases, Cash/Bank/Wallets, core Double-entry Accounting এবং Counter POS v1-সহ। Bank reconciliation/tax/depreciation/year-end controls, thermal receipt workflow ও advanced warehouse এখনও In progress।
Account Management
LIVE360° client workspace
Full details →Sales CRM
LIVEPipeline, follow-up & forecast
Full details →Projects & Tasks
LIVETasks, milestones & time
Full details →Finance & Billing
LIVEInvoices, payments & receivables
Full details →Inventory & Purchases
LIVEProducts, stock, suppliers & receiving
Full details →Cash / Bank / Wallets
LIVEMoney accounts, transfers & balances
Full details →Accounting Engine
LIVECOA, journals, ledger, Trial Balance & statements
Full details →Counter POS
LIVEBarcode/SKU cart, paid/credit checkout & auto-posting
Full details →Client Portal
LIVERequests, files, forms & approvals
Full details →Automation & Team
LIVEAttention, rules, roles, permissions & audit
Full details →Multi-business & Branches
LIVEMultiple companies, branches & scoped access
Full details →Import, Export & Backup
LIVEBulk migration, data export & restore points
Full details →Online Catalogue
LIVEPublic catalogue, checkout & order conversion
Full details →Loyalty & Retention
LIVEPoints, credit control & scheduled follow-up
Full details →Mobile PWA & Devices
LIVEInstallable mobile app, sessions & offline safety
Full details →Reports & Insights
LIVEProfit, stock, COGS, payable & pipeline
Full details →01 · Live now
Client Account Management
View full Account Management page →একজন client খুললেই তার relationship, কাজ, finance এবং communication context এক জায়গায় রাখার core system।
Start with client accountsAccount statement
Invoices, payments, receivable and statement flow
Activity timeline
Calls, notes, status updates and relationship history
Client portal
Requests, files, quotations, forms and contracts
Projects linked
Client work, milestones, tasks and delivery context
Commercial view
Deals, quotations, invoices, payments and retainers
02 · Live now
Sales CRM & Pipeline
Lead থেকে deal, follow-up এবং client conversion পর্যন্ত sales team-এর daily workflow।
View full Sales CRM page →Pipeline stages
New → Qualified → Proposal → Negotiation → Won/Lost
Sales assignment
Deals team member-এর কাছে assign এবং mine/unassigned filters
Follow-up control
Next follow-up, overdue/today/missing states
Weighted forecast
Probability-based sales value and expected close date
Stale opportunities
14+ days no activity এবং closing-risk attention
Outcome tracking
Won/Lost date, lost reason, win rate and source performance
03 · Live now
Projects, Tasks & Delivery
View full Projects & Tasks page →✓ Projects with client, status, budget, dates and commercial context
✓ Milestones, tasks, priority, assignee and due dates
✓ Task checklist, comments and status workflow
✓ Time tracking and billable/non-billable entries
✓ Project templates and recurring-work foundation
✓ Calendar and My Work views
04 · Live now
Documents & Client Delivery
✓ Quotation and invoice records linked to clients/projects/deals
✓ Quotation → invoice conversion
✓ Contracts with client response flow
✓ Client forms and response/review workflow
✓ Files with approval request and portal visibility
✓ Client requests with conversation and task conversion
05 · Live now
Finance, Billing & Business Reports
Billing, collection এবং operational finance layer—quotation, invoice, payment, receivable, recurring services ও profitability reporting live। Product inventory/purchase data-ও এখন reports-এর সঙ্গে linked।
View full Finance & Billing page →Income & expense
Category, client/project link, status and date
Invoices & payments
Partial/full payment, method and reference
Receivable aging
Current, 1–30, 31–60 and 61+ overdue buckets
Recurring services
Retainer/service cycle and due invoice generation
Monthly reports
Income, expense and profit by month
Client profitability
Invoiced, collected, expense and profit
Project profitability
Commercial performance per project
Sales + finance view
Pipeline, receivable, overdue and collections
06 · Live now
Client Portal
Client নিজের portal থেকে requests, quotations, files, forms, contracts এবং approval/response flow দেখতে ও respond করতে পারে।
Full details →07 · Live now
Automation & Attention
Overdue tasks, sales follow-up, stale opportunities, quotation/contract follow-up, invoice/service risk—এক জায়গায় surface হয়। Automation rules repeated work কমায়।
Full details →08 · Live now
Team & Permissions
Owner, manager, member, sales, accountant এবং viewer role অনুযায়ী workspace access control। Team invitation ও workspace switching support আছে।
Roles & permissions →09 · Supporting layer
AI & Connected Apps
AI-assisted content/tools এবং Think Reply, KinBO, Think Invite, Think Estate-এর connected-app foundation। KinBO product search Think One-এর ভেতর থেকে করা যায়।
10–14 · Live now
Inventory, Purchases, POS, Money Accounts, Accounting & Reports
Small-business operational + accounting layer এখন live: product stock, supplier purchases, Counter POS, money accounts, double-entry books এবং management/financial reporting একই workspace-এ।
LIVE
Inventory & Purchases
Products, stock quantity/adjustment, low-stock signals, suppliers, purchase receiving, supplier payment and invoice-linked product sales.
Full details → LIVECounter POS
Barcode/SKU search, live cart, discount, paid or credit checkout, automatic stock issue, money posting and accounting.
Full details → LIVECash / Bank / Wallets
Multiple money accounts, opening balance, inflow/outflow, transfers and current account balance.
Full details → LIVEAccounting Engine
Chart of Accounts, automatic journals, General Ledger, Trial Balance, P&L, Balance Sheet and cash movement.
Full details → LIVEReports & Insights
Revenue, expense, receivable, pipeline, stock value, supplier payable, money balance, COGS, product margin and profitability.
Full details →15–19 · Live now
Migration, multi-business, online orders, retention & mobile operations
Vyapar-style daily accounting-এর বাইরে production readiness layer-ও live: data portability/recovery, multiple business & branch control, public catalogue orders, loyalty/credit retention এবং installable mobile PWA.
LIVE
Import / Backup
CSV/XLSX import, Excel/PDF export, full-data export, manual/nightly restore points
Full details → LIVEMulti-business
Multiple isolated company workspaces, branches, warehouses and branch-scoped staff
Full details → LIVEOnline Catalogue
Public inventory catalogue, stock-aware checkout and Sales Order → Invoice conversion
Full details → LIVELoyalty / Retention
Points, credit limits, offers, greetings and service/renewal reminders
Full details → LIVEMobile PWA
Installable app, persistent mobile nav, device sessions and safe offline read-only mode
Full details →Transparent boundary · not yet full compliance
Tax filing compliance + fixed-asset/year-end closing
Bank reconciliation, tax calculation/reporting, thermal receipt output, multi-location warehouse এবং batch/serial traceability live। নিচের statutory compliance/closing workflows এখনও full module হিসেবে complete নয়।
VAT / tax filing & compliance
Tax calculation/reporting is live; statutory returns/filing automation is not a completed compliance module.
Depreciation + year-end close
Fixed-asset register/depreciation and formal closing/retained-earnings workflow remain future controls.
One workspace, growing into a business OS