90 Second Video Tours

Manage Leads

1. View by lead status
2. Promote a sales lead into a project, quote or invoice
3. Set lead stage or create customised stages for your business
4. View the estimated value of the lead
5. Create sales actions such as Follow-ups and private comments
6. Select a lead and assign it to other employees

Lead Detail

1. Company name and contact details for lead.
2. Record of who referred the opportunity and source
3. Full details of the opportunity including detailed description.
4. Attach any quotes or proposal to leads
5. Full history of the lead including sales actions, progress history and more

Contact History

1. Select what items you want to view for customer history
2. Attach a new item to customer history
3. View all contacts and actions attached to customer
4. View a snapshot of customer project progress

Customer Support

1. View support cases by status or by client
2. View a preview of support case
3. Sort support cases by priority
4. Reassign support case to other employees
5. Assign new support cases among your team

Customer Support Detail

1. Attach private notes or documents
2. View a threaded discussion history
3. Choose from canned responses for common queries
4. Compose a response and include attachments, images, quotes, hyperlinks and more
5. Attach or edit your signature file
6. Create a FAQ or Knowledgebase article based on your response

Projects Dashboard

1. Subscribe to an RSS feed of your project
2. View projects by client or by project status
3. Sort any project column
4. Highlight project by priority
5. Expand and collapse project trees
6. Click to update project progress
7. Set project to inherit progress status from weighted child (sub) projects

Project Details Part 1

1. Track project commissions for sales people
2. Automatically invite employees and contractors to participate
3. Set the priority and assign a color code
4. Turn on permission for client access to project
5. Select a billing mode for this project

Project Details Part 2

1. Zoom in or out on your project
2. Plan project timeline with a Gannt chart
3. Create new sub-projects (tasks) by dragging and dropping on the timeline
4. Add anything to the project including documents, reminders, meetings, expenses and more
5. Discuss the project with your team via threaded discussion 6) View the progress of the project as it unfolds.

Timesheets

1. Switch between Detailed and Simple timesheet entry
2. Change display to weekly, monthly and agenda views
3. Provide detailed notes against an entry
4. Select an activity and assign rates based on activity
5. Simply click and drag to create a new time period
6. View all historical entries and drag & drop to change time period

Sales Catalog

1. Create products or recurring charges like subscriptions or retainers
2. Include images in your invoices and quotes
3. Assign a product to a manufacturer from your contacts
4. Provide detailed product descriptions including documents, images and links
5. Automatically assign commissions to sales agents
6. Manage multiple pricing models across multiple currencies
7. Create promotional offers such as discounts and include expiry dates

Unbilled Charges

1. Add new charges to a customer on-the-fly
2. View unbilled charges by customer
3. Click on charges to view details and make changes
4. Click on invoice to generate an invoice for customer
5. Instantly see how much money is waiting to be invoiced

Issued Invoice Dashboard

1. Sort by column and highlight overdue invoices
2. Clearly see a running balance of overdue accounts and better forecast actual cashflow
3. 1-click to email invoice, print to PDF, record a partial payment or edit invoice

Create an Invoice

1. Select billing and delivery addresses and edit on the fly
2. Change billable item details on-the-fly
3. Add a discount
4. Invoice total updates as you make changes
5. Include a custom memo or note
6. Preview the invoice before saving
7. Select from multiple invoice templates.

Help Desk Dashboard

1. View support cases by assignee
2. Rollover to view more detail
3. Instantly see case urgency and age
4. Reassign support cases to other staff members
5. Collect support cases from your web site and assign to employees

Support Case Detail

1. Attach private notes and documents to support case
2. Select a "canned response" quickly answer frequent questions
3. Include images, links, documents and more in your response
4. Attach your email signature
5. Create a FAQ or Knowledgebase article from your response

Documents

1. Store documents in a folder tree directory
2. Apply directory templates to folders
3. View documents by file types
4. Easy access to recent places and documents

Contacts

1. Search for any contact
2. Apply "tags" to contacts to better sort, group and identify contacts
3. Quickly access recent and frequent contacts
4. Scroll through all contacts for all your employees

Dashboard

1. Update all staff with a custom message at the top of their individual dashboard
2. Select from a number of widgets and place them on your dashboard
3. Drag and drop dashboard widgets into place
4. Quickly access common tools like timesheets