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Appointments

Schedule appointments and email reminders from a pop up card window so you don’t loose your spot in your workflow.

Attachments

Attach documents of any kind to specific accounts through a pop up card window.

Campaigns

Campaigns are integrated with MailChimp® and sync functionality allows you to view all stats.  

Companies

Quickly add contacts, visualize data sets and attach documents.  

Contacts – Marketing

Independent data tracking and lead management with integrated touch points.

Invoices

Take payments for multiple invoices or multiple payments on a single invoice.

Lead Values

Customize company lead qualification standards from the settings layout.

Main Contacts

Glance at an overview of tasks, notes and appointments from the main contact layout.

Marketing Groups

Manage email, phone and mailing campaigns. It’s synced to MailChimp®

Payment Module

Assign payments to individual invoices with one click.

Products and Services

Set min and max stock levels, track cost and price history and assign multiple vendors to a product or service.  

Project Calendar

Calendar can sync with a Google or Exchange Calendar and it is color coded by project type.    

Projects

Manage resources, attach docs and track time all in one place through an interactive Gantt chart.  

Quotes

Build quotes and convert them to a sales order with one click. Print, email and monitor quotes with ease.  

Resources

Manage internal and client project resources at the project level.

Sales Orders

Track demand of goods and services on a sales order level.

Scheduler

View up to 3 calendars side by side in month, week or day mode.

Shipping Details

Create shipments and packing slips from the sales order layout.

User Privileges

Maintain all privilege sets on one screen in the admin panel.

Users

Visually track day to day tasks including sales, expenses and calendar events.

Vendors

Track purchase orders and store forms like W-9’s and contracts.