We have given attention to every design element. The final result is what we believe to be an extremely user-friendly application. The application gives you and your clients a single point of contact, to collaborate on projects.
You no longer need to use multiple tools to get the job done. The application comes with very advanced features to help you manage your projects. Make your life even easier by taking advantage of the project templates feature and the project cloning feature.
Get the job done by making sure you complete your tasks on time. Use the application’s advanced features such as task cloning, task timers, task reminders, and many more, to make your work easier and more efficient. You can assign tasks to your team members and also to your clients.
Keep track of the amount of time that you spend on your projects, The CRM comes with a full-featured time-tracking solution. You can start and stop your timer or manually record the time spent working on a task. You can then easily bill your clients for the time recorded.
Invoices & Payments
We have created a very easy-to-use invoicing system. There is now no need for you to use a third-party invoicing application. The CRM enables you to create invoices with many options, such as time billing, product billing, task billing, etc. Your clients are automatically sent their invoice via email and they can easily pay for it via credit card or PayPal.
This feature enables you to bill your clients for your products and services, automatically. You can set the billing cycle to weekly, monthly, yearly, etc. The system will automatically generate a new invoice and charge your client’s credit card automatically.
Clients are more willing to commit to a project when they have an idea of the total cost. The application comes with a very easy-to-use tool for you to create and email estimates to your customers. Your customer can then review and accept your estimates very easily.
First impressions count. Impress your prospective clients with beautifully crafted project proposals. No design skills are required, with our easy-to-use interface.
You can create daily, weekly, monthly, or even yearly recurring invoices. The system will automatically create a new invoice and email it to your client.
Leads & Opportunities
Keep track of your opportunities and nurture your leads into paying customers. You can easily capture new leads, using our very advanced form builder. You can then embed your lead-capturing forms on any website.
Lower your customer support time by offering your customers access to self-service information and help repositories. You can even create a video knowledge base, by using the YouTube video gallery feature of the knowledgebase,
Project and estimate workflow automation allows you to automate repetitive tasks. You can determine what happens when an estimate has been accepted by your client or what happens when a project has been marked as completed. Automation improves your team’s productivity and helps to ensure that nothing is missed in your workflow.
Task Dependency Management
Creating relationships between your tasks to ensure that work is completed in a prescribed sequence. You can lock a task from being started or being completed until the task it is dependent on has been completed. Dependency management allows your diverse team to synchronize their work.