Industries?
General services
Building & Construction
Business Consultants
Engineers
Transportation
Architecture & property
IT
Support Centers
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
ScalableCustomizable
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.
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 signaturesQuick 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.
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.
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.
PAYMENTS
Record and receive payments in different currencies. Auto generated PDF after each recorded payment.
Supported payment gateways:
PaypalStripe
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.
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
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 uploadSimple 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