I use clientexec for issuing repeating invoices, but it is not so good as a contact hub or for reporting.
Which template can I use that would help me achieve he following?
- Create a list of contacts with name & email address
- Record multiple services for each contact where each service has a category, renewal price, start date, and can calculate the next date due (+1 year)
- Display reports showing total income per contact, and overall income per month and per year
Can airtable do this?
Many thanks for any pointers to help me get started.