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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
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Collections alert on past due bills
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Appointment & Task
Scheduling
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Project & Fulfillment
Management
– Define your project
templates, then assign stage tasks to employees. Email alerts keep
everyone in the loop.
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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.
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Complete CRM modules
– Sales,
Support, and Marketing Automation.
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