AUTOMATE YOUR
Leads • Sales • Jobs • Onboarding • Training
Fine tune your profits and scale your operation
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 placeActivity tracker
Keep track of your entire project's historyInfinite flexibility
Customize your settings to fit your workflowPrivacy focused
Only your team can see what you're working onReal-time alerts
Receive updates to big changes instantlyDetailed metrics
Helpful reports keep things visible for your team
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
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.Learn More
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.Learn More
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 task1 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 dateReports 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
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!
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.