Platform Features

ONE POWERFUL CRMS FOR YOUR ENTIRE COMPANY

ALL–IN–ONE BUSINESS MANAGEMENT SOFTWARE

Tear down the barriers between sales, support, project and management teams. Every part of your business working from the same platform.

  • All the tools you need to manage your team
  • Consolidate multiple apps into the one platform
  • CRM, Projects, Invoicing, Help Desk & more
  • iPhone, Android and Web Apps
  • Inbox, Outlook & Gmail Add–ins
  • Open API and integration tool set.
CRM Support Tickets iPhone & Android Projects Billing E-mail Sales Your Business

Meet your new, empowered team...

  • Sales Management

  • capture sales leads from web forms, mobile devices, email and more.
  • assign and track leads through customized sales processes
  • monitor and report with sales pipeline
  • CRM & Sales

  • Project Management

  • create complex projects with triggers and dependencies
  • view projects as Gannt Chart, Tree or Timeline
  • maximize productivity with project templates
  • Project Management

  • Operations

  • control access with granular permissions
  • view what is important with custom fields
  • organize teamwork online with workgroups and roles
  • extend and build on our open API
  • Operations

  • Management

  • keep employees up to date and accountable
  • drill down into every customer interaction and every employee action
  • Generate enterprise-software strength reporting. Design your own reports.
  • Management Insights

  • Help Desk Software

  • view the entire customer activity history on a single screen.
  • assign and track progress via web, mobile and email.
  • use custom fields to capture specific customer information.
  • Help Desk

  • Billing & Finance

  • automatically capture every billable event
  • manage product cataloge and create recurring invoices
  • handle complex tax and discounting rules
  • Billing & Finance

  1. step

    1

    Start Your Free Trial

    Every feature unlocked for 14 days.  
    No credit card required.

    Get Started

  2. step

    2

    Invite Your Team

    Activate your trial account and one-click invitations for your team.

    Invite My Team

  3. step

    3

    See It Working

    All setup? We'll present a demo
    matched to your company needs.

    Request A Demo

Get the systems in place to grow your business

Reduce internal IT costs
with rapid cloud app deployment and eliminate risk from custom development or integrations

Enable collaboration
between your sales, support, project, finance and management teams 

Instantly know everything
about your customer and every interaction with that customer

Manage projects, close deals, bill customers
and solve support cases all in the one business software

Get Started See All Features