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Full feature list

  1. Add 10, 20 or unlimited users for your company
  2. Upload your company logo to appear on quotes and invoices
  3. Set your system locale so currency signs and dates are formatted correctly
  4. Choose from different quote/invoice themes
  5. Create professional quotes
  6. Create professional invoices
  7. Email quotes straight to the client, print them out or both
  8. Email invoices straight to the client, print them out or both
  9. Searchable clients
  10. Searchable quotes
  11. Searchable invoices
  12. Outstanding invoices shown on user homepage to remind you
  13. Split your clients into groups for easier management
  14. Project management: Assign projects to users with project notes field to track job progress
  15. Time log to track time spent on projects for time sensitive jobs UPDATED
  16. Add project specific tasks assigned to users
  17. Upload up to 10Mb of files per project to keep them all in one place
  18. Upload up to 30Mb of general company documents to share with other office users
  19. Add general tasks not associated with projects, also assignable to specific users
  20. Statistics: Show quotes, invoices (both paid and outstanding) for given date ranges. Keep track of sales performance
  21. Client contact: Send professional HTML emails to a single contact, a group or all clients at once
  22. Searchable Call logger: Make a note of important conversations to clients for reference at a later date
  23. Searchable knowledge base for common questions and answers
  24. Use the helpdesk to submit a support issue
  25. Automatic subscriptions so you don't need to manually pay each month
  26. We can bulk upload your clients from another CRM system for you to save you time adding them all again
  27. Event Planner UPDATED
  28. Client logins: Your clients can now login to view their quotes, invoices and project details NEW