Turn your client from a lead to a sale!
We will help you to successfully manage the conversion process
Leads
Build a list of people or companies interested in your services
Offers
Generate PDFs with offers that you can send to potential clients with the click of a button
Billing
Bill your customers either manually or automatically through our top-of-the-line recurring system. Generate invoices and send them directly to clients
Calendar
Add events to the calendar to help keep your schedule organized
Follow-ups
Add follow-up tasks, remind both parties about the upcoming event and agenda in a calendar
Files
Keep all the files secured on a client card and let only those allowed access it
A list of your sales
With contract and offer information
Daily, Weekly, Monthly, Annualy
Create a scope over upcoming events in your calendar
