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• Client Management
– Get a 360 degree of the client, including all related
information from referral sources, projects, past history, even email
history from Outlook
• Document Management – Plans, Contracts, and any
other digitized media can be stored within the Client or Project profile
for easy access, collaboration, tracking & retrieval.
• Salary and Employee Time Sheet entry – Integrated
with QuickBooks payroll services
• Time & Expense Billing
• Proposal Generation & Online Invoicing |
• Collections alert
on past due bills
• Appointment & Task Scheduling
• Project & Fulfillment Management – Define your
project templates, then assign stage tasks to employees. Email alerts
keep everyone in the loop.
• Client Portal – Enable clients to log into their
own password protected space on the Internet, where they can pick up
proposals and invoices, and track project progress as it unfolds. Share
documents and other collaborative material. |