All-in-One Business CRM

Manage and invoice projects, track expenses and time spent on tasks, and bill your customers efficiently. Assign multiple staff members and track their logged time.

Build professional invoices, attach files, and send them directly to your clients. Supports different taxes and recurring invoices for automated billing.

Quickly create and send estimates to your customers. Once accepted, they can be automatically converted into invoices. Clients can accept even without logging in.

Craft impressive proposals with a powerful editor that supports images, tables, and videos. A comment section allows for discussion and collaboration.

Keep track of leads with a simple Kan Ban board. Attach files, convert leads to customers, import leads from email, and create proposals seamlessly.

Record and categorize company expenses. Set up recurring expenses for automatic creation. Ability to set expenses as billable to customers or projects.

Record and receive payments in multiple currencies via PayPal and Stripe. An auto-generated PDF is created for each recorded payment.

A great support ticket system with auto-response, private staff notes, ticket assignments, attachments, predefined replies, and priority settings.

Build a knowledge base for both customers and staff. Articles are created with a text editor and include a voting system for feedback.

Assign tasks to multiple employees, add task followers, and facilitate collaboration through task comments and attachments.

Lock in current and future sales with contracts. Create PDF documents quickly and send reminders to customers before contract expiry.

Create and send surveys to leads, customers, staff, or custom-built mailing lists to gather feedback and improve productivity.

Get a clear view of all company events, invoice expiry dates, contract expirations, estimate deadlines, and task finish dates.

Share company events, upload documents, and facilitate easy communication among employees through an internal newsfeed.

Set up and track company or individual goals. Notify staff members about failures or achievements to keep everyone aligned.

Add custom fields to most important features, including PDF invoices, estimates, and more, to capture the data you need.

Generate reports for sales, items, total income, and leads. Use the custom date picker for specific insights.

Generate powerful, detailed reports from your survey results to analyze feedback and make data-driven decisions.