Service Business Software | Management Consultants, Trainers, Project Managers, Financial Services

CRM

Manage all your client contact information from anywhere in the world via our comprehensive online CRM platform. It’s easy to import contacts from Outlook, Gmail, Hotmail, MacOS Mail or more

Use custom tags on your contacts. Tag as late payers, good referrers etc

Manage your complete customer lifecycle from lead to sales win

Quickly provide proposal estimates and quotes from leads and instantly convert quotes into invoices

Project Management

Easily create projects using drag and drop tasks in Gantt charts or calendar views

Create events and email invites to manage meetings with your customers, all through our online project management features.

Detail your projects by breaking them into prioritized sub projects, tasks and sub tasks. Collaborate with employee, contractor and customers by assigning tasks with set deadlines and reminders via email notifications

Use document management features to centralize the location of all important files. Documents can be marked private for your own use or can be used to collaborate with remote customers or employees

Billing

Manage billing options by clocking your time - use milestone billing, product billing or subscription billing

Manage all financial activities such as unbilled or overdue invoices, expense sheets and make payments or partial easy for your customers by integrating PayPal, Google Checkout, Authorize.net and other payment gateways

Workflows

Created searchable folder hierarchies to upload all important files and documents

Share files and documents with clients and employees or mark files private

Manage projects and task in one convenient location

Create web forms to capture new leads and instantly turn into a project