Project Management	Manage and invoice projects. Track expenses and time spent on tasks of that project and directly bill your customers. You can assign multiple staff members on tasks and track time logged by assigned project members. Customers track their project as it progresses.
Invoices	Build professionally-looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different taxes based on item. Create recurring invoices that will be regenerated & sent to client automatically based on your recurring terms (every X months/days). It supports Online Payments like Paypal & more in all Currencies.
Estimates	Create quotations/bids within seconds. Send to your customers & they can Approve or Reject or write Notes on it without logging in. Ability to auto-convert the estimate to invoice after the customer accepts. Your customers can view and take action on the estimate without logging in.
Proposals	Create good-looking proposals and impress your potential clients or customers. Include Images, Tables, YouTube videos, with a powerful editor. Proposal comments are supported for further discussion with the customer before confirmation. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal.
Expenses	Record company expenses. Set up a recurring expense and the expense will automatically be created after a specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.
Record Payments	Record and receive payments in different currencies. Customers can pay you via Paypal, Stripe, 2Checkout, PayU, Braintree, Banks, etc… Auto generated PDF receipts after each recorded payment. You can also record Partial Payments for Invoices being paid in installments.
Leads Management	Keep track of your potential customers in one place and easily follow their progress. You can auto import them from emails & website forms, add notes on them, create proposals from templates, attach files. Organize your leads in stages & change their stages in an easy visual way of drag & drop.
Support System	Great support system that helps you track & resolve issues quickly with ability to auto-open tickets from emails, insert knowledge base links, & set auto-response replies.
Calendar	Have a clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date, reminders, upcoming invoice payments. See everything coming. Never miss anything important ever again.
Tasks	Assign tasks to multiple staff members, add task followers, task comments allowed, attach files on tasks. Tasks can be linked to any feature in the system, and you can create recurring tasks that will always be auto created & assigned for a specified period.
Knowledge base	Add knowledge base articles & organize them in groups to help your customers get quick information about anything.
Contracts	Use contracts feature to lock in current and future sales. Create contract document using saved templates within seconds and send to your customers via Email, they can E-sign it. Ability to send customer automatic reminders of contract expiry.
Reports	Generate reports & have a clear view about anything. Keep track of your income vs. expenses to see the profitability of your company, the leads conversion rates, Timesheets reports, Survey reports, knowledge base reports and more.
Goals Tracking	Use the Goals tracking feature to keep sales goals in mind. Staff members will be notified about the failure or successful achievement of the set targets.
ToDo List	Each staff member can create their own Todo list in their dashboard to boost productivity. Update the Todo status by easy drag & drop.
Customer Portal	Customers have a separate portal where they can track all their information in relation to your company, i.e. financial data, ongoing projects, contracts & more.
Time-tracking	Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time for each assigned staff.
E-signature	E-signature available for contracts, proposals & estimates. Allow your customers to easily sign these documents digitally to expedite the process.
Customers	Easily manage your customers and their contacts, create multiple contacts for your customers and set proper access permissions for each one according to their role in that company.
Milestones	Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones.
Reminders	Setup staff reminders for staff members with ability to notify by email or built-in Notification area. Create reminders for anything in the system.
Events	Create private or public events. Receive notification when an event is approaching.
Staff Permissions	You can give staff specific permissions of what they can do or can’t do. Role permissions can be overridden for each staff.
Company News feed	Share great company events, upload documents, easy employees & customer communications.
Surveys	Create surveys with one click. Send to staff, leads, clients or manually created email lists. Increase customer retention via built-in Surveys.
Responsive	Your workspace is fully responsive. You can nicely access your data from any device; computers, mobile or Tablet.
Extensible	If Above features aren’t enough for your online workspace, you can extend and add even more powerful features below BROWSE ALL EXTENSIONS

Online Workspace & CRM

350.00$

An All-in-one online Workspace to manage all departments & operations of your company in a single software. Bring all your customers & Team into a single online workspace to collaborate on ongoing projects & Tasks, and handle all the paperwork like Contracts, proposals, Invoices, Bills and more with ease.

Project Management
Team & Employee Management
Customer Relationship Management (CRM)
Financial Management (Invoices, Quotations, Bills, etc…)
Documents Management (Contracts, Proposals, Reports, Media, etc…)
Generate detailed Reports
Support Management & Communication
Includes Customer Portal to Track their Projects’ Progress
Email & SMS Notifications to Team & Clients about anything
Working Time-Tracker for Team members & Projects/Tasks
Goals Tracking to track & stay focused on set Targets
Sticky Notes & Calendar for daily Tasks.
and more >> Browse Extensions

DETAILED FEATURES >>

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Categories: Accounting and Finance, Business and Office, Scripts, Software Tags: Accounting, Finance, Productivity, Project Management, Workspace

Description

Project Management	Manage and invoice projects. Track expenses and time spent on tasks of that project and directly bill your customers. You can assign multiple staff members on tasks and track time logged by assigned project members. Customers track their project as it progresses.
Invoices	Build professionally-looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different taxes based on item. Create recurring invoices that will be regenerated & sent to client automatically based on your recurring terms (every X months/days). It supports Online Payments like Paypal & more in all Currencies.
Estimates	Create quotations/bids within seconds. Send to your customers & they can Approve or Reject or write Notes on it without logging in. Ability to auto-convert the estimate to invoice after the customer accepts. Your customers can view and take action on the estimate without logging in.
Proposals	Create good-looking proposals and impress your potential clients or customers. Include Images, Tables, YouTube videos, with a powerful editor. Proposal comments are supported for further discussion with the customer before confirmation. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal.
Expenses	Record company expenses. Set up a recurring expense and the expense will automatically be created after a specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.
Record Payments	Record and receive payments in different currencies. Customers can pay you via Paypal, Stripe, 2Checkout, PayU, Braintree, Banks, etc… Auto generated PDF receipts after each recorded payment. You can also record Partial Payments for Invoices being paid in installments.
Leads Management	Keep track of your potential customers in one place and easily follow their progress. You can auto import them from emails & website forms, add notes on them, create proposals from templates, attach files. Organize your leads in stages & change their stages in an easy visual way of drag & drop.
Support System	Great support system that helps you track & resolve issues quickly with ability to auto-open tickets from emails, insert knowledge base links, & set auto-response replies.
Calendar	Have a clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date, reminders, upcoming invoice payments. See everything coming. Never miss anything important ever again.
Tasks	Assign tasks to multiple staff members, add task followers, task comments allowed, attach files on tasks. Tasks can be linked to any feature in the system, and you can create recurring tasks that will always be auto created & assigned for a specified period.
Knowledge base	Add knowledge base articles & organize them in groups to help your customers get quick information about anything.
Contracts	Use contracts feature to lock in current and future sales. Create contract document using saved templates within seconds and send to your customers via Email, they can E-sign it. Ability to send customer automatic reminders of contract expiry.
Reports	Generate reports & have a clear view about anything. Keep track of your income vs. expenses to see the profitability of your company, the leads conversion rates, Timesheets reports, Survey reports, knowledge base reports and more.
Goals Tracking	Use the Goals tracking feature to keep sales goals in mind. Staff members will be notified about the failure or successful achievement of the set targets.
ToDo List	Each staff member can create their own Todo list in their dashboard to boost productivity. Update the Todo status by easy drag & drop.
Customer Portal	Customers have a separate portal where they can track all their information in relation to your company, i.e. financial data, ongoing projects, contracts & more.
Time-tracking	Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time for each assigned staff.
E-signature	E-signature available for contracts, proposals & estimates. Allow your customers to easily sign these documents digitally to expedite the process.
Customers	Easily manage your customers and their contacts, create multiple contacts for your customers and set proper access permissions for each one according to their role in that company.
Milestones	Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones.
Reminders	Setup staff reminders for staff members with ability to notify by email or built-in Notification area. Create reminders for anything in the system.
Events	Create private or public events. Receive notification when an event is approaching.
Staff Permissions	You can give staff specific permissions of what they can do or can’t do. Role permissions can be overridden for each staff.
Company News feed	Share great company events, upload documents, easy employees & customer communications.
Surveys	Create surveys with one click. Send to staff, leads, clients or manually created email lists. Increase customer retention via built-in Surveys.
Responsive	Your workspace is fully responsive. You can nicely access your data from any device; computers, mobile or Tablet.
Extensible	If Above features aren’t enough for your online workspace, you can extend and add even more powerful features below BROWSE ALL EXTENSIONS

Online Workspace & CRM

DETAILED FEATURES >>

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