AUTOMATE YOUR

Leads • Sales • Jobs • Onboarding • Training

Fine tune your profits and scale your operation

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Strong systems make
successful businesses

Everything you could ever need to complete your next project on time and within your budget.

Powerful tech

Everything you will ever need in one place

Activity tracker

Keep track of your entire project's history

Infinite flexibility

Customize your settings to fit your workflow

Privacy focused

Only your team can see what you're working on

Real-time alerts

Receive updates to big changes instantly

Detailed metrics

Helpful reports keep things visible for your team

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Advanced systems

We have two main offerings to streamline and elevate your business operation. Our Customer Relationship Manager and our Staff Training / communication portal. Pick a package that works best for your operation.

Advance your operations with tools that work together!
View All Plans
Circle

CRM - SALES MANAGEMENT

Our Customer Relationship Manager will not only automate your incoming leads and inquiries, but also allow you to book Projects or jobs to your work calendar. Once completed you can send invoices and more all through the same dashboard.
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Rhombus

Staff Training Portal

Automate your employee Onboarding, Training & more. With our custom built Learning Management system, see all employees completion level of their training at any time.  Offer a staff message board and Time Clock app with GPS location.
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PACKED FULL WITH FEATURES

Manage all your systems, invoices and reports in one place!

Project Management

Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task

1 Click 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 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.

Beautiful Proposals

Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor.

LEADS MANAGEMENT

With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.

Record Expenses

Record company expenses. Set up a recurring expense and the expense will automatically be created after the specified period. Ability to set expenses billable to customers or projects.

RECORD PAYMENTS

Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.

Customer Support

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

Company Newsfeed

Share great company events, upload documents, easy employees communications. Make special notices for all to see and comment on. Never miss another important announcement.

STAFF TASKS

Assign task to multiple employees, add task followers, task comments allowed, task attachments.

DETAILED CALENDAR

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

Reports and Goals

Lead Reports - Sales Item Reports - Total income Reports. Sort by customer with a handy custom date picker.

Automate your business & Elevate your profits

Get StartedCheck out our plans

Works flawlessly with
teams in the field. Stay on top of every step.


Productivity increases when using our project management app



Teems LMS

Automated Team Training

Manage all your systems, invoices and reports in one place!

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Employee Onboarding

Collect all the information needed from a new employee to get them started in the company. Also deliver all core company standards with verified acknowledgement in one easy flow.

Certifications

Offer certificates for course completion with auto filled student names and more! Certificates can be printed out and shared.

Learning Path

Control the flow of the information the employee has access to. Ensure they complete certain courses before others and release new courses at certain stages or manually assign.

Interactive Courses

You can use great images and video embeds easily through all your courses. With video completion tools, you can guarantee no skipping forward!

Set timelines

Allow users to go at their own pace or set deadlines for course completions. Great for new released courses and updated or changed company procedures.

Powerful Reports

Get an overview of all employees in one handy dashboard. Or drill down to specific employee courses and scores. Find areas needing more training with individuals.

MESSAGES TIME CLOCK + More

Advanced team functions including GPS Time Clock and Team Message Board stay in touch in the field.

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Message System

Allow employees to chat and message privately or within groups. Also you may have general message boards with all employees.

PAyroll Time Clock

Not in a traditional office setting? Employees can log into work in the field with our handy GPS location based Time Clock. See on the map where the Log In button was pushed.

Important Documents

Allow supervisors to fill out important project documents and submit while on site. Keep all important documents and information at your finger tips.