You will be able to manage all of your items, assits, leads, customer data, marketing campaigns, projects, employees, time tracking, payrolls, expenses, invoices, proposals, vendors, purchase orders, estimates and much much more.
You’ve got to nurture them, track activity, and keep your team organized and motivated.
Use automated workflows and project management tools to stay on tasks progress.
Design and send professional contracts, and get accepted online with e-signature.
Customize the notifications you want to receive from your system and be on top of your work.
Main Features
Leads
Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals, attach files. Organize your leads in stages and change stages easily with drag and drop.
Forms
Forms feature allows you to build a web forms based on leads fields and custom fields to place it on your websites, landing pages, etc, as an iframe. Once your visitors fill the form, the lead will be created directly in the CRM.
Estimates
Create estimates within minutes. Send to your customers and wait for them to accept. Ability to auto convert the estimate to invoice after the customer accepts. Your customers can view and make actions on the estimate even without logging in.
Invoice
Build professional and great looking invoices. Attach files and send directly to your clients, with downloadable PDF and ability to apply recurring invoices.
Subscriptions Feature
Bill your customers in a faster way via our awesome Subscriptions Feature.
Create a subscription, send the subscription to your customer.
Projects
Manage and invoice projects with the powerful Project Management Feature. Track time spent on tasks and bill your customers. Ability to assign multiple staff members to task and track timer per assigned staff.
Proposal
Create estimates within minutes. Send to your customers and wait for them to accept. Ability to auto convert the estimate to invoice after the customer accepts. Your customers can view and make actions on the estimate even without logging in.
Expenses
Creating recurring expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months, or years. Ability to set expenses billable to customers or specific projects.
Support SystSystem
Great support system that helps you track and resolve issues quickly with ability to auto open ticket from email, insert knowledge base link, add predefined replies.
Calendar
Have clear view of all your company events upcoming invoice payments, contracts expirations, estimates expiration, tasks finish date, reminders.
Custom Fields
You can add custom fields on PDF for invoices, payments, estimates or proposals, and many important features. Configure to fit your business. Ability to show in the customer portal or table.
Tasks Management
Assign tasks to multiple staff members, add followers, attach files. Let your staff comment on tasks, upload files. Tasks can be related to mostly all important features.
Knowledge Base
Create knowledge base articles and organize them in groups. Help your customers and build trust.
Contracts Management
Use Contracts feature to lock in current and future sales. Easily create contract PDF and send the contract directly to the customer email.
Detailed Reports
Generate reports and have clear view of everything. Keep track of income vs. expenses and leads conversions. Knowledge base report included.
Goals Tracking
Use the Goals tracking feature to keep sales goals in mind. Ability to notify staff members about failure or success
Personal To-Do List
Each staff member has their own personal drag and drop to-do items board to increase productivity.
Customer Portal
The customer’s portal is fully separated
from the admin access. Each customer has their own portal where they can keep track of all financial data from your company.
Timesheet Tracking
To have a clear view of the time logged for each task, you can use filters to see total logged time by project and by staff member.
E-Signature
E-Signature option available for contracts, proposals and estimates. Let your customers easily sign those documents and make your life easier,
Appointments Management
Fast creating appointments to ease your communication with your contacts, and include staff as attendees, subject, description, date and time and many other features.
HR Managment
Human resource records system. to provide a central database containing records for all employees past and present.
HR Payroll
Allows you to pay your employees quickly and correctly every time you run payroll. The right system can shave hours off your payroll process, help you pay payroll taxes, and comply with labor laws.
Recruitment Management
Manage your organization’s recruiting and staffing operations. From posting your jobs to keeping applicants connected and engaged throughout, Recruitment Module lets you manage your entire recruiting process.
Landing Pages
Drag and Drop builder to create beautiful Landing Pages with forms, direct the leads details into your CRM once submitted.
Chat
Best way to connect and interact with your staff colleagues and connected clients, you can offer communication directly as well as build trust and increase staff loyalty, with the options to create internal groups.
Internal Social
Share your ideas and thoughts with your stuff in mini social media module, with the ability to like and comment on posts
And Much More
Schedule a Demo
With free consultation!