Features

We've got features out the wazoo

Client Management

Manage multiple clients from one dashboard

Bills

Log and auto create recurring bills

Tasks

Manage and assign multiple tasks

Calendar

Interactive dynamic mobile ready calendar

News Room

Send out announcements and news to clients and team members

Contact Logger

Log communications (emails, phone calls) that happen outside of the system

Discussions

Communicate back and forth with team members and clients

Projects

Complete project management with integrated communication tools

Search

Dynamic system search streamlines data retrieval

Documents

Upload and share documents

Time Zone

Tasks, Bills augmented by Time Zone

Communication

Bi-directional communication with clients

Notifications

System alerts to keep your fingers on the pulse of your business

Timeline

Chronologically see who did what and when

Privacy

Choose the level of access for clients and team members

Real Time Analytics