Manage Clients and Team

Manage Clients and Your Team

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  1. Invoicing
  2. Time Tracking
  3. Estimates
  4. Expenses
  5. Clients & Staff
  6. Contractors
  7. Branding
  8. The Difference
Manage clients and staff

Minimize time spent keeping track of clients and your team and focus on your business.

Organize your clients

Keep track of all your contacts at your clients. Account statements keep you updated on your status with a client. See when clients log in and view their invoices.

Keep track of your clients

Always know where you stand

Run reports to discover who your most profitable clients and staff members are.

Run reports

Improve client communications

Use support tickets to converse with clients. Assign priority and track how much time is spent on each ticket. Assign staff to departments and have them handle only appropriate tickets.

Support tickets

Set it and forget it

Automatic reminders sent by email ensures clients know when they are late with a payment.

Automatic late payment reminders

Manage staff and contractors

Invite staff and contractors to projects. Monitor their timesheets so you know how your business is doing.

Keep track of your staff

Get a quick overview of your account

Get an overview of what your clients and staff have been up to recently through the dashboard.

Quick overview of account

Give clear reports to your clients

Give your clients access to their accounts so they can view their estimates, invoices, support tickets, and more online.

Give clients online access to their accounts

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