A fully integrated CRM system, that gives you a complete 360 degree view of your sales pipeline and clients. Comes fully integrated with other key areas such as finance, projects and tasks.

Easily create your client proposals, contracts and other documents. Have them signed, renewed and automatically delivered to your clients.

Present your sales collateral in a super professional and interactive portal for efficient pre-sales collaboration and deeper insights for a backdoor into client’s decision making.

Coming Soon. Scroll down for access.

Fully branded client portals for a white-glove experience to your clients, in your brand’s name. Your clients get a clear picture without you having to say and prove. Improve client relations transparency and trust. Let them:

• Find their invoices, quotes, and documents
• Collaborate and Communicate with your team on projects
• Raise requests and complaints
• Track their payments and dues

Manage all your business activities through tasks.

• Assign
• Track
• Delegate
• Attach documents
• Kanban boards
• and more

Manage your entire organization’s work effectively through powerful project management tools that include:

• Integrated projects with your CRM and Finance
• Project Milestones
• Time Tracking & Billing
• Kanban Boards
• Gantt Charts
• Burn-down Charts
• Documents & Files
• Discussions
• and more

Let your team track time and bill your clients for paid hours. Timesheets for a full record of billable hours. Integrated with your tasks and projects.

Powerful communication and collaboration features, include:

Built-in Meetings & Video Conferences

Team & Client Chat

Discussion boards on projects, tasks, and documents

Announcements

Power Dashboard for a complete 360 degree view of your entire business.

Member dashboards a single place to manage all their work

Reporting dashboards specific to each main business function for in-depth reporting

Integrated finance module to help you:

• Create & Send Quotes
• Send Invoices & Get Collect Online Payments
• Create Recurring Invoices for Subscriptions
• Track Taxes
• Manage Expenses & Payment Receipts
• Issue Credit Notes

Whether your team members are sub-contractors or full-time employees. Track their payments and contracts:

• Pay by hours
• Create complete salary & benefits packages
• Manage taxes
• Manage reimbursements & deductions
• Generate Pay Slips

Let your clients raise requests from their client portal. Manage, process and respond to client work requests or complaints.

Team Attendance and Clock-ins & Clock-outs.

• Control check-ins from location and hours
• Limit check-ins through IP address for remote workers
• Complete tracking of days and hours worked
• Set late hours and overtime policies
• Automatic deduction & reimbursements tracking through the integrated Payroll