Features

​Provides an overview of clients, projects, tasks, and deadlines, along with a Google-integrated calendar for viewing availability and meetings, plus a The To-Do section for all client tasks.

Captures all client details in a single, smart profile. Clients can securely access the portal to schedule meetings, collaborate, share documents, check project status, and contact you.

​Manage multiple contacts per client, including role, details, and relationship tracking, in a single database, enabling your team to engage and follow up effectively.

Utilize a visual sales pipeline to track deals from initial conversation to closure. Engage with clients to gain insights into the sales cycle, automate tasks, and manage pricing effectively.

​Simplify your catalog setup, add products and pricing, and connect deals, proposals, and invoices for seamless billing.

Manage meetings, deadlines, and follow-ups effortlessly with built-in calendar software. View schedules monthly, sync with Google Calendar, and share availability. 

Create projects and actionable tasks. Assign team members, track progress in real time, and ensure visibility on priorities to align your roadmap for success.

​Track hours across projects and clients effortlessly! Monitor logged hours for each team member, check monthly totals, and identify profitable tasks for accurate invoicing and fair compensation.

​Convert prospects to “yes” with our custom software, which offers legally binding contracts, digital signatures, and instant notifications. Create and reuse contract templates effortlessly.

​Create proposals that close deals using our built-in software. Speed up your sales with templates, monitor proposal status, and manage contract versions in one central location.

​Accelerate payments with professional invoices and instant online payments. Easily send recurring invoices, track payments, and monitor revenue per client.

​Streamline onboarding with structured forms to collect essential client information, eliminating endless email exchanges for a seamless experience.