Sirmint FlowCustomer Operations
CUSTOMER OPERATIONS
Select a customer
Create proposals, send agreements for E‑Sign, update project progress, issue invoices and share files. Everything appears in the customer’s private dashboard.
ACTIVE CUSTOMER
Customer
Customer details
Create proposal
The customer can review and approve it from their dashboard.
Customer proposals
Approval status updates live.
Create agreement
The customer can review and electronically sign it.
Agreements
Track sent, viewed and signed status.
Create project
Project progress appears on the customer dashboard.
Projects
Update progress without recreating the project.
Create invoice
Add your Stripe, Cashfree or other secure payment link.
Invoices
Mark invoices paid after payment confirmation.
Share a file
Use a secure Google Drive, OneDrive or other file URL.
Shared files
Files visible in the customer portal.
Customer support requests
Open requests submitted from the customer dashboard.