"Keep track of your clients -Easily manage your leads and client information (phone, email, notes). -Follow up with tasks & reminders. -Keep a log of every phone call. -Never forget about anyone or anything again! Create Tasks & Reminders -Prioritize your tasks and get more done with a to-do list. -Easily assign tasks to your employees. -Receive email notifications with status updates. -Get a general overview of your entire business. Chat with your Team -Live chat with your co-workers. -Real-time company-wide updates. -View all activity conveniently in your dashboard. Designer Invoices -Send professional designer-looking invoices with your brand and logo by email. -Options to email, print, or save as a PDF. -Get notified when your customer opens the invoice. -International currency support. Easy Online Payments -Accept payments securely online, integrated with PayPal, Authorize.net, & Stripe. -Get paid from your iPhone, iPad, or Android. -Automatic payment reminders to your clients. -Detailed payment reports for your accountant. Share Files With Your Team -Conveniently upload files, documents, pictures, videos, music, & more to share with your team. -Attach files to your clients and projects. -Drag and drop files from your computer. Project Management -Keep track of your conversations, notes, tasks, events, payments, and files in one folder. -Easily collaborate with your team. -Delegate projects to employees with email notifications. -View your teams schedule and calendar. One-Click Time Tracking -Track your time spent working on a client. -Manually enter time spent when offline. -Visual reports show where most of your time has gone. -Bill your clients by time (great for lawyers, accountants, & service professionals). Log Your Expenses -Snap a picture of your receipt and attach it as an expense. -Invoice your customers for un-billed expenses. -Categorized expenses for taxes or your accountant. -Get detailed expense & profit and loss reports. Inventory Management -Keep track of your products or services offered. -Manage your physical inventory online from anywhere in the world. -Instant real-time inventory search. -Option to add multiple taxes on items sold (GST, Tax, VAT, etc…). Customized Reports -Track the status of your leads and clients. -Visual reports on in-completed tasks. -Pie chart of your payments, expenses, & profit. -See your return on investment per project.

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