Manage Customers, Projects, And Create
Invoices In The Cloud
Customer Relationship Management software that is a great fit for almost any small business, freelancer or many other uses.
FEATURES AND BENEFITS
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.
Create Estimates, Proposals and Invoices
Built professional and good looking Invoices, proposals. Invoicing for streamlined financial transactions, Proposal creation for effective client communication, and Estimate generation for accurate cost projections. These integrated tools simplify business management within a single, user-friendly platform.
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.
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.
Built In Staff Tasks
Assign task to multiple employees, add task followers, task comments allowed, task attachments.
Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry.