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Find answers, step-by-step guides, and best practices for every feature in Belvak. Everything you need to get the most out of the platform.
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Find the answers you need organized by topic. Each category includes step-by-step guides and best practices.
Project Management
Learn how to create, organize, and track projects from kickoff to completion.
10 articles
Client Management
Manage client relationships, contacts, follow-ups, financial context, and related work in one place.
13 articles
- Adding and managing clients
- Importing clients from a CSV file
- Client Insights
- Client Financials Tab
- Client statement of account
- Client Follow-ups Tab
- Client Activity Tab (CRM)
- Client Related Tab
- Managing contact persons
- Client communication
- Centralized follow-up management
- Referral partners and client sources
- Client logo and related files
Referral Partners & Commissions
Track referral partners, commission rules, commission records, and payouts across currencies.
8 articles
- How referral partners work
- Adding and editing a referral partner
- Linking clients to a referral partner
- Commission rules: type, duration, cap, service contracts
- How commissions are generated
- Paying out commissions
- The referral partner drawer (Overview, Earnings, Activity, Notes)
- The Referral Partners table and Insights bar
Employee Management
Centralize employee profiles, compensation, skills, and document management.
4 articles
Service Contracts
Set up recurring service contracts with automated status tracking and renewals.
4 articles
Expenses & Suppliers
Track company expenses, manage supplier relationships, and monitor spending.
6 articles
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