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Manage and invoice projects with great project management features. Keep track of expenses and time spent on your customers’ tasks and payments. Ability to assign multiple staff to tasks and keep track of time recorded by assigned project members.
Build a professional and great invoice. Attach a file and send it directly to your customers including PDF invoices. Invoices with taxes vary by item. Create recurring invoices that will be automatically reproduced based on your setup (every X months). You can set from 1 month to 12 months.
Make an estimate in a minute. Delivered to your customers and wait to receive. Ability to convert estimates automatically into invoices upon customer receipt. Your customers can view and act as an estimate even without signing in.
Make interesting and impressive suggestions for your potential customers. Include pictures, schedules, Youtube videos with a great editor. Comment suggestions are allowed for further discussion with customers.
With a simple Kan Ban, you can easily track the clues and follow their progress. Attach files, convert instructions into customers, automatically import instructions from email, make suggestions, leave notes.
Record company expenses. Set up recurring expenses and it will be made automatically after the specified time period. It can be days, weeks, months or years. Ability to set expenses to clients or projects.
Post and receive payments in different currencies. Customers can pay you via Paypal and Stripe. PDFs are generated automatically after each payment is recorded.
Great support ticket system with Autoresponse. Private ticket staff notes, ticket giving, attachments, pre-determined ticket replies, enter knowledge links, ticket preferences, ticket status.
Enhance knowledge base articles from text editors. “Do you think this article is useful?” votes are included in the customer area.
Assign tasks to multiple employees, add task followers, allowed task comments, task attachments.
Use contract features to lock current sales. Create PDF documents in one minute to your customers through a built-in delivery contract. Ability to send reminders to customers before the contract expires.
Make a survey and admire your customers. Add your questions and increase your company’s productivity. Ability to send surveys to leads / customers / staff members and list of letters created manually.
Have a clear view of all the events of your company, invoice expiration date, contract expiration, expiration estimate, task completion date.
Share great company events, document uploads, easy employee communication.
Set goals and achievements. Inform staff of failures or achievements. Keep track of everything.
There are Custom fields for most important features. You can add custom fields to PDF invoices, estimates et.
Sales item reports, earnings reports, reports by customers, Custom date pickers Articles Leads to Basic Knowledge Conversion (Track if your articles are useful to customers, improve text by voice)
Generate a strong survey report.
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