Win the work, plan it, track the time and bill it, and see which clients and projects actually make money.
WHAT CHANGES
Send a branded proposal, have it signed electronically, and the project and its billing are set up from what was accepted.
Time is logged against tasks and tickets as the work happens, and approved time becomes invoice lines.
Resource and budget views show who is allocated, what is over budget and what is at risk.
Job costing compares revenue with staff time and costs for every client and project.
WHAT YOU GET
Each one shares the same customers, people and records as the rest. The badge shows the plan it starts on.
CRM Software & Sales Pipeline
Full sales pipeline — from first contact to signed contract.
STARTER PLANProject Management & ERP Software
Projects, timesheets, contracts, and budgets — all linked to billing.
STARTER PLANE-Signature Software
Send a document for signature and get it back signed — no DocuSign account needed.
BUSINESS PLANAccounting & Invoicing Software
Full double-entry accounting — no external bookkeeping software needed.
PROFESSIONAL PLANJob Costing & Profitability Software
Which clients actually make you money — measured nightly, not guessed annually.
PROFESSIONAL PLANCustomer Success & Health Scoring Software
Health scores, NPS surveys, and structured onboarding — churn detected before it happens.
PROFESSIONAL PLANDocument Management Software (SharePoint Alternative)
SharePoint-style document vault with version control, team folders, and secure sharing.
BUSINESS PLANClient Portal Software
Your clients self-serve tickets, invoices and approvals — under your brand.
STARTER PLANBusiness Reporting & Dashboards
Build any report, schedule it, and get board-ready dashboards — no data team needed.
PROFESSIONAL PLANOKR & Goal Tracking Software
Company objectives that track themselves from live platform data.
BUSINESS PLANYes. Timesheets carry rates for time-and-materials work, and projects, contracts and recurring services cover fixed and retained fees.
Yes. Proposals and other documents can be sent for e-signature, and acceptance can trigger the project and invoicing.
Yes. The profitability reports show revenue, cost and margin by client and by project.