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Tools That Work Together, So You Don’t Have To

One integrated business automation platform for independent professionals and service-based businesses. Simplifying workflows with tools for project management, client engagement, and backend operations, boosting productivity and enhancing the client experience.

Share tools quickly and confidently in minutes

Workflow Management

Create automated workflows for routine tasks like lead assignment, order processing, quote-to-cash process, and customer follow-ups. Set up triggers based on specific actions to initiate automated actions.

Connect every part of your entire business

Project Management

Easily assign tasks, set deadlines, and track progress. Keep work organized with dependencies, no skipping steps or jumping ahead. Lock tasks until prerequisites are complete to ensure a smooth workflow. Clear timelines and reminders keep your team aligned and on track.

Maintain compliance and control your apps

Project Time Tracking

Easily track hours worked on specific projects to ensure accurate billing. This helps businesses charging hourly rates generate detailed invoices with a clear breakdown of time spent on each client project.

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Collaboration Tools

Simplify communication, boost visibility, cut miscommunication, and keep clients happy while delivering projects faster. No more messy email threads. Share files, chat with your team, and get real-time updates all in one place. Clients can give feedback directly on docs or designs for faster turnarounds.

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Storage Management

A centralized hub for all project-related files, making it easy for clients and teams to upload, access, and share documents in one place. It eliminates the hassle of searching through emails or shared drives, improves collaboration, and ensures everyone works with the latest file versions.

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Ticketing & Knowledgebase

Increase customer satisfaction by offering easy self-service options, reducing basic support requests by up to 60%. This lets you focus on more complex issues, boosting productivity and cutting costs. You can also create a video knowledge base using YouTube's gallery feature.

Automate Quote-to-Cash Cycle

One platform to manage all client’s payments, no matter the billing type. Recurring payments process automatically on time, cutting down manual work and errors.

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Proposals

Create and send professional proposals quickly, streamlining client approvals.

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Quotes

Generate accurate and detailed quotes to ensure transparent pricing.

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Contracts

Draft, customize, and manage contracts with ease.

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eSignatures

Securely sign documents online for faster deal closures.

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Form Builder

Design custom forms to collect client data efficiently.

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Collect Payments

Accept and track payments seamlessly within the platform.

Features

Our Tools Sync So You Can Work Smarter, Not Harder

Simplify, automate, and accelerate your service-based business. Optimize workflows, boost efficiency, and maximize cash flow.

Subscription Management

Handle one-time payments for goods or services or set up automated recurring payments (monthly, yearly, etc.) for subscription-based services. Keep it simple and seamless.

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Financial Management

Automate your expenses, invoicing, budgeting, and bank reconciliation. Save time, reduce mistakes, get real-time insights, stay tax-compliant, and focus on growing your business.

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Reporting & Analytics

Get clear financial reports on revenue, expenses, P&L, and cash flow to stay on top of your business. Manage expenses by category to save costs, and simplify tax filing with detailed tax reports.

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Dedicated Client Portal

A secure space where clients can view project details, share feedback, access files, manage accounts, view invoices, make payments, and find support. Simplifies communication, keeps updates, documents, and project statuses clear, reducing email clutter and confusion.

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Leads Management

Capture, track, nurture, and qualify potential clients (leads) efficiently and convert them into paying clients. Using our advanced form builder, you can then embed your lead capturing forms on any website and easily capture new leads.

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Website Builder

Create a professional website in minutes, no coding or design skills needed. Showcase your services, attract clients, and clearly communicate your value to generate leads and build credibility in a competitive marketplace.

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