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