Core Features and Benefits

Explore the awesome CRM features that will help you get your business to the next level

Project Management and Communication

Project Management Tool

Efficiently oversee and handle projects. Monitor expenses and task-related time, enabling accurate billing. Assign multiple staff members to tasks and track their time contributions within projects.

Detailed Calendar

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

Company Newsfeed

Share great company events, upload documents, easy employees communications.

Customer Support and Knowledge Sharing

Awesome Support System

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

Knowledge Base for Customers and Staff Members

Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.

Built in Staff Tasks

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

Customisation and Insights

Create Additional Custom Fields

Vailable Custom fields for most of the important features. You can add custom fields to PDF invoices, estimates etc…

Simple Reports for Quick Overview

Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is usefull to clients, improve text based on votes).

Survey Reports

Generate powerful survey reports.

Sales and Client Relations

One Click Invoice Creation

Build attractive invoices and attach files to send directly to clients as PDFs. It supports applying different tax rates based on individual items. Recurring invoices can be set up to regenerate automatically at specified intervals, ranging from 1 to 12 months.

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. You customers can view and make actions the estimate even without login.

Leads Management

With the simple Kanban 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.

Send Surveys to Leads and Customers

Create surveys and impress your customers. Add your question and improve your company productivity. Ability to send surveys to leads/customers/staff members and manualy created mail lists.

Financial Management

Record Expenses

Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.

Record Payments

Manage Contracts

Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry.

Goals Tracking

Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.

The Only Tool You Will Ever Need it is the swiss army knife of web apps

Customers

Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view.

Invoices

Allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item.

Recurring Invoices

Create recurring invoices that will be re-created automatically without you lifting a finger, based on the specified period for the recurring invoice. The period time could be days, weeks, months or years.

Expenses

Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period time could be days, weeks, months or years.

Project Management

Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.

Estimates

Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.

Ticketing System

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, email piping.

Online Payments

Receive payments from Payfast. Register as a merchant, enter your merchant details and accept payments. We do not harge any commission or fees for each transaction.