Manage and collaborate with all your clients in one place.
Your client dashboard gives you a clear view of sales, ongoing projects, client support status and much more.
The client dashboard gives you a 360 view of sales, ongoing projects, client support status and much more.
Add as many custom fields as you like, and use them later as a filter in your reports.
Add and track relevant TO DO lists. You can assign them to your clients and follow up what's done.
Never lose a conversation with your client! Organise your conversations in discussions, with built-in email support.
Organise your clients into different entities or brands and get detailed reports for every brand.
Manage your contacts and collaborate with them easily. They can ask for support and participate in discussions.
Keep your files organised. Store the client related files in the right place by dragging them to the client window.
Customise your company rate card per client, so that estimates and projects are always started with the right prices.