Client Management for small businesses

I look like a fortune 500 company

I can set up my entire system in less than an hour.
Then I can immediately start improving my
relationship to my clients.

The system gives me all the flexibility I need to serve
my clients with professional cost estimates, invoices
and newsletters.

The times when I stucked by excel-invoicing or by
using horrible business software are now gone.

I take my client relationships to the next level.

Cost Estimates Management

I can create professional offers online.

I can create offers in multiple currencies and languages.

My cost estimates are branded with my logo.

I assign my client out of my client pool

I assign services and products out of my pool.

I add the terms of conditions or any other document.

I can instantly email it to my client - out of my system.

All the handling is so easy. All looks cool.

I look professional and build trust.

Invoice Management

I can create professional invoices online.

I can add predefined products or services instantly

I can send professional Html and PDF invoices instantly.

I can add predefined products or services instantly.

I can attach documents to all my communications.

I can save unlimited invoice templates.

I save valuable time that I can now spend with my clients.

Document Management

My documents are centrally stored and accesible

I can upload any document into my system.

I can attach my documents to all my communication.

I have access to my documents always and easily.

I have my documents centralized and no more messy desk.

I am better organized, effective and more professional.

No more searching for documents.
No more nasty remote desktop connections to the office.

Its all safe and just online.

Products & Services

I can manage all my products & services online.

I can easily create pre-defined products & services

I always add these to my offers and invoices an save time.

I can manage discounts wherever applicable.

I enjoy flexibility in creating my invoices, cost estimates & mailings.

I can email all documents straight from the system.

I am felixible. I am professional. I save time.

Email Marketing

I can create my own powerful marketing campaigns.

I can immediately control the success of my campaign.

I am unlimited in assigning address groups.

I can get the best out of my address pool. No more failures.

I have a global overview of all client activity and improved client understanding.

I can now better define my target market.

I'm closer to my clients.

Reports & Statistics Overview
 

I take control of all my system activities.

I can easily import / export my client database.

I can easily track all activities and produce various statistics.

I have a global overview of all accounts in my system.

I can view reports on open/due & closed invoices.

I can define my client relationships with the help of reports.

I have everything under control. 

System Settings Overview

Setting up my system is easy, in just a few minutes i can start using my system.

I define my coporate identity and brand my system.

I define the language i wish to have as default.

I define my currencies used in invoicing.

I define my users and what rights they have.

I define my communication emails and templates.

I define additional client attributes.

I define offers and invoice settings

I can try the service for 30 DAYS.

Take client relationships to the next level