Provides a real-time overview of sales, leads, open projects, and key performance metrics.
Create and manage projects, tasks, and milestones. Assign tasks to staff, track progress, and monitor.
Track internal and project-related expenses. Categorize and associate expenses with projects.
Handle customer support queries with an integrated helpdesk/ticketing module.
Capture, organize, and track leads throughout the sales pipeline.
Convert estimates into invoices, and track outstanding amounts.
Build and send proposals to prospects or existing clients. Store and manage client contracts.
Add unlimited staff members, define roles, and set permissions.
Decide which base features solve your immediate needs (e.g., invoicing, project tracking).
If you have requirements such as advanced accounting integration, inventory control etc.
Each module typically comes with its own license cost, setup time, and training requirements.
Add or remove modules as your business processes evolve.
