Project Management Tools
Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.
Get a bird’s eye view of each project from start to finish. Schedule projects, collaborate with your team, and always know the next step.
Sales Management Record
One Click Invoice Creation
🗹 Get Paid Quickly - Easily generate customized invoices, automate payment reminders, accept online payments. Hassle-free invoicing = 💰 faster!
- Create estimate within a minute. Sent to your customers and wait to accept
- Create good looking proposals and impress your potential clients or customers.
Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.
Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment
Database Management System
Customer & Leads Management
With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.
Win New Business - Organize leads & contacts, segment lists, standardize communication to convert more leads into happy customers. Ka-ching!
Built In Staff Task
Assign task to multiple employees, add task followers, task comments allowed, task attachments.
Detailed Calendar
Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date