Project
Ease to manage and invoice projects with great project management features. Add task, track time spent and bill the customers and assign multiple staff members.
Proposal
Create professional proposals and impress your potential client. Upload images or youtube videos, create tables item and allowed comments for negotiation.
Estimate
Create Estimates in minutes, send estimates to customers and wait for them to accepts. Once customers accept estimates, it is automatically converted to invoice them.
Invoices
Ability to build the great and professional invoices. Attach file and send directly to the customers including the .PDF invoice. Available to setup reccuring invoices.
Payments
Available to record and receive payment in different currencies with auto generated to .PDF sent to customers. And also ability to add partial payments to invoices.
Calendar
View all company events upcoming clearly on calendar, Invoice payment, contracts, estimates, reminder. You’ll never miss anything from the calendar feature.
Expenses
Create reccuring expenses and the expense will automatically be created following the specified period. Set expenses billable to customers or projects period time.
Support System
Ability to auto open ticket by sending email, will helps you to track and resolve the issues. Create knowledge base link and share it for predefined replies, time efficient.
Client Management
Client statement help customers pay faster since they can easily see all invoice outstanding. Also ability to display all the transactions, is looks professional.
Ticket Form
Ability to embed ticket form in any website, if sender is already customer, system will auto recognize ticket under the customer profile.
Leads Management
Orginize and keep track leads/prospects, follow the progress easily, also ability to auto import leads from email, add notes, create proposals, attach files.
Tasks
Ability to assign task to multiple staff members, add follower, attached files and so on.
Timesheet Report
Clear view of the time logged for each task you can use filter by project or member.
Timesheet Report
Clear view of the time logged for each task you can use filter by project or member.
Knowledge Base
Help the customers with creating knowledge base articles and organize them in groups.
Contracts
Lock the current and future sales with contract created on dashboard page, easy to convert to .PDF and send by email.
Goals
Ability to create goals tracking to keep goals in mind and notify staff about the success or failure.
Lead Form
Place a form to your website or landing page. Once visitor fill the form and submit, it will directly created on your leads dashboard.
List To Do
Each member has their own personal to do items board, easily change to do status by the drag and drop feature enabled.
Customer Board
The customers board area is fully separated from admin or staff area. Customers can keep track the financial data from your company.
Credit Notes
Create credit notes in a minutes and send to your customer if changed his mind and want a credit note.
The best way to work together on a Project.
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UI/UX Design
Responsive
Fast Speed
Web Secure
Customizable
Translation Ready
98%
Both customers and CRM owners are satisfied with these pofessional features
100+
Amazing CRM features options has been tested and works fine in different size.
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