Client, project and invoicing system
The commercial side of a services business in one system. A lead becomes a client, a client becomes a project, a project becomes tasks and time, and time becomes an invoice, without the record being retyped at any step.
What it covers
- Client records in one place
- Leads and opportunities
- Projects, milestones and templates: A new job started from a known shape.
- Tasks, cloned to speed repeat work
- Time tracking across the team
- Invoicing against the project: Billing raised from the work recorded.
Industries
- Professional services
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