Get designs approved faster—ditch the email chaos
Centralize briefs, comments, and invoices so you create more and chase less.
Save hours running your business by using powerful tools to keep it organized.
Time tracking
Win new bids with beautiful proposals clients can e-approve.
Forms & CRM
Gather your clients' needs and centralize all the info in your CRM.
Invoices
Crystal clear invoicing for you and your client.
Finance tracking
Stay in control of your time and budget with automated reports.
Client portal
Share documents, updates and more with your clients in real time.
Budget tracking
Track and invoice every billable minute of your team's work.
Complete CRM Feature List
Our comprehensive CRM solution includes the following key features for service businesses:
- Time tracking: Win new bids with beautiful proposals clients can e-approve. (Category: Productivity)
- Forms & CRM: Gather your clients' needs and centralize all the info in your CRM. (Category: Data Management)
- Invoices: Crystal clear invoicing for you and your client. (Category: Financial)
- Finance tracking: Stay in control of your time and budget with automated reports. (Category: Financial)
- Client portal: Share documents, updates and more with your clients in real time. (Category: Communication)
- Budget tracking: Track and invoice every billable minute of your team's work. (Category: Financial)
These features help service professionals streamline their business operations, improve client relationships, and increase productivity through automation and better organization.
Capture leads that actually convert
Turn website visitors and referrals into paying clients with organized lead tracking and qualification.
Key Features
- Lead capture from multiple sources
- Status tracking from first contact to close
- Lead scoring and qualification
- Export and bulk management
Plan projects that stay profitable
Set realistic budgets and deadlines, then track progress to ensure every project delivers value.
Key Features
- Budget planning and tracking
- Deadline management
- Progress monitoring
- Profitability analysis
Keep client relationships organized
Maintain detailed client records and communication history so nothing falls through the cracks.
Key Features
- Complete client profiles
- Communication tracking
- Status management
- Portal access coordination
Create proposals that close deals
Build professional proposals with clear pricing and terms that help prospects say yes.
Key Features
- Professional proposal templates
- Clear pricing presentation
- Status tracking
- Client approval workflow
Track revenue without spreadsheets
Monitor your income, expenses, and profitability with clear financial dashboards and reporting.
Key Features
- Revenue tracking
- Expense management
- Profitability analysis
- Financial reporting
Coordinate schedules seamlessly
Sync with your calendar and coordinate team schedules to ensure nothing gets double-booked.
Key Features
- Calendar integration
- Schedule coordination
- Deadline tracking
- Event management
Get insights that drive decisions
Access clear reports on your business performance to make data-driven decisions about growth.
Key Features
- Performance dashboards
- Revenue analytics
- Client insights
- Growth tracking
Build forms that capture quality leads
Create custom lead capture forms that gather the information you need to qualify prospects effectively.
Key Features
- Custom form builder
- Lead qualification questions
- Automated lead capture
- Response management
Process leads faster than ever
Add new leads quickly with smart categorization and follow up on opportunities before they go cold.
Key Features
- Quick lead entry
- Smart categorization
- Follow-up reminders
- Bulk processing
Complete CRM Capabilities Overview
Our CRM software provides comprehensive solutions for service businesses across multiple key areas:
Capture leads that actually convert
Turn website visitors and referrals into paying clients with organized lead tracking and qualification.
Key Features:
- Lead capture from multiple sources
- Status tracking from first contact to close
- Lead scoring and qualification
- Export and bulk management
"Lead organization helped us double our conversion rate."
- Sarah Chen, Business Owner
Plan projects that stay profitable
Set realistic budgets and deadlines, then track progress to ensure every project delivers value.
Key Features:
- Budget planning and tracking
- Deadline management
- Progress monitoring
- Profitability analysis
"Project planning eliminated our budget overruns."
- Marcus Rodriguez, Project Manager
Keep client relationships organized
Maintain detailed client records and communication history so nothing falls through the cracks.
Key Features:
- Complete client profiles
- Communication tracking
- Status management
- Portal access coordination
"Client organization improved our service quality significantly."
- Emma Thompson, Account Manager
Create proposals that close deals
Build professional proposals with clear pricing and terms that help prospects say yes.
Key Features:
- Professional proposal templates
- Clear pricing presentation
- Status tracking
- Client approval workflow
"Proposal quality increased our close rate dramatically."
- David Kim, Sales Director
Track revenue without spreadsheets
Monitor your income, expenses, and profitability with clear financial dashboards and reporting.
Key Features:
- Revenue tracking
- Expense management
- Profitability analysis
- Financial reporting
"Financial clarity helped us increase profits by 40%."
- Lisa Martinez, Finance Manager
Coordinate schedules seamlessly
Sync with your calendar and coordinate team schedules to ensure nothing gets double-booked.
Key Features:
- Calendar integration
- Schedule coordination
- Deadline tracking
- Event management
"Schedule coordination eliminated our booking conflicts."
- Jordan Walsh, Operations Manager
Get insights that drive decisions
Access clear reports on your business performance to make data-driven decisions about growth.
Key Features:
- Performance dashboards
- Revenue analytics
- Client insights
- Growth tracking
"Business insights helped us focus on our most profitable services."
- Rachel Green, CEO
Build forms that capture quality leads
Create custom lead capture forms that gather the information you need to qualify prospects effectively.
Key Features:
- Custom form builder
- Lead qualification questions
- Automated lead capture
- Response management
"Custom forms improved our lead quality by 60%."
- Tom Anderson, Marketing Manager
Process leads faster than ever
Add new leads quickly with smart categorization and follow up on opportunities before they go cold.
Key Features:
- Quick lead entry
- Smart categorization
- Follow-up reminders
- Bulk processing
"Fast lead processing helped us respond within minutes."
- Maya Patel, Sales Coordinator
These comprehensive CRM features help service businesses improve efficiency, increase client satisfaction, and drive revenue growth through better relationship management and sales process optimization.