Organize your clients, providers, suppliers, collaborators, etc. on a singe database, accessible anytime, anywhere.
Find all related information easily: ongoing projects, documents, e-mail, actions... No matter if it was you or other member of your team who generated it.
Keep all your information organized by grouping it into projects, where you will be able to create and register documents and activity. You will know who is involved, what documents they have received, when has any item been shipped to them...
You can get the economic and workload balance of any project with very little effort. The different lists and graphs will make more information available to you than you can imagine.
Make quotations, organize your price lists, register customer orders, review the sales leads you or your team detects... many features that will no doubt make your job easier.
The document history will let you know what quotations and orders are related to a particular client so that you can take the appropiate course of action.
The price list will let you create quotations very efficiently and without errors. Discounts, taxes, margins and prices are automatically calculated based on your preferences. The format of the generated quotation is clean and professional.
Create sales leads from marketing campaigns. Review this leads list to better approach your customers.
Invoices and delivery notes can be generated directly from customer orders, without needing to input data again.
The invoices you issue or receive will be marked as 'payment pending' so that you can check that the payment has been received.
Business expense management has also been integrated, so you will also be able to manage settlements within the application.
When the time for tax filing comes, all your information will be ready on a single list, which you will be able to export to a spreadsheet.