Industries?

General services

Building & Construction

Business Consultants

Engineers

Transportation

Architecture & property

IT

Support Centers

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PROJECTS

Manage and invoice projects with powerful features. Track time spent on tasks and bill your customers. Ability to assign multiple staff members to tasks and track time per assigned staff.

We combines all the tools teams need in a single, straightforward package that makes work feel like less work

Scalable
Customizable
Visualize your projects
Never miss deadlines again



INVOICES

Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices that will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.

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ESTIMATES

Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.

Digital signatures
Quick convert to invoice



PROPOSALS

Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube videos with the powerful editor. Proposals comments allowed for further discussion with the customer.

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EXPENSES

Record company 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 projects.

Customers get access to the client portal where tickets can be logged from the system or mobile device.




SUPPORT SYSTEM

Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.

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CALENDAR

Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date.




TASKS

Assign tasks to multiple staff members, add followers, attach files. Let your staff and customers comment on tasks and upload files.

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PAYMENTS

Record and receive payments in different currencies. Auto generated PDF after each recorded payment.

Supported payment gateways:

Paypal
Stripe
2Checkout
Authorize.net
Instamojo
Mollie
Pay U Money



KNOWLEDGE BASE

Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.

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GOALS TRACKING

Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.




CUSTOMER PORTAL

Your customers can login and have a 360° view. No more email or phone call updates.


Zero learning curve for clients
Log support tickets
Manage files
Calendar view
Invoices, estimates & proposals
Knowledge base
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DOCUMENTS & FILE MANAGEMENT

Every project includes a space to share documents, files, and images. Since everyone on the project has access, people will know exactly where to find everything.

Simple drag and drop upload
Simple drag and drop upload
Comments
E-mail capability
Every file includes a complete version history



GROUP CHAT

The real-time group chat lets you ask quick questions and get equally quick answers. All without reaching for a separate app.


Comments section
Allow customers to interact
Chat history
Add file attachments
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Mobile App?

You get you own, branded mobile app.

Contact Us

Tell us a little bit about yourself and we will be in touch with you within 24 hours

  • Johannesburg, South Africa.
  • info@theapproom.com


Work different

    Move ideas to impact, fast, with the leading work execution platform built to plan, capture, manage, automate, and report on work — at scale