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Everything you need in one affordable subscription

Workflow Management

  • Recurring Projects
  • Duplicate Projects
  • Filter Projects
  • Team Collaboration
  • Calendar View (coming soon)
  • Mobile App (coming soon)

Client CRM

  • Client Notes
  • Activity Timeline
  • Client Communication
  • Billing
  • Call Tracking
  • Time Tracking

Client Financial Analysis

  • Date filters
  • Percentage Change
  • 12-Month Trend Analysis
  • Quarterly Trend Analysis
  • Annual Trend Analysis
  • QBO Integration