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Make BETTER Connections

Connect with your customers, create unforgettable experiences. Align your team and tasks with a CRM built with you in mind.

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Basic

$50 Per Month 3 Users

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Plus

$125 Per Month 10 Users

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Pro

$250 Per Month 100 Users

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Enterprise

Annual Priced - Unlimited Users

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automate your leads
projects and payments

Take control of your team from anywhere. Grow you business with automations and more!
Staff notices and task calendars will allow your team to work efficiently.

TRY THE DEMOuser: demo | pass: demo

a CRM PACKED 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.

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.