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Create full customer profiles
- Create a detailed profile page for each client including personal information, previous projects and payment history.
- Add notes and translation files on each job to each customer profile.
- Schedule follow up calls.
- Schedule and manage appointments with the exact date and time.
- Set follow up calls
- Automate bulk calls, emails and texts to keep clients updated.
Manage your business with online accounting
- Create quotes easily which can be turned into an invoice with one click.
- Issue invoices for your services and products.
- Receive payments 24/7.
- Track the expenses of your business and be able to quickly call up a live P&L sheet using our accounting tools.
- Keep up to date records of how many customers you have.
- Manage sales and purchases.
Assign and monitor work with staff management
- Divide work tasks between your colleagues and staff members.
- Set targets for your business either daily, weekly, quarterly or annually.
- Help with staff accountability, career development and productivity.
- Set clear objectives and milestones.
Keep track of stock and equipment easily
- Keep track of stock and know the exact value at all times.
- Be sent reminders when an item is low in stock.
- Place new orders instantly with our excellent inventory management tool.
- Quickly see what products are selling to which customers.
