Accounting system integration
Employee and client management
Streamline processes and generate insights
Take total control of your business
Management and optimization in one
Make time for the important stuff
Scheduling meetings with clients can be a pain. Half the time, they ask you to move the meeting, then move it again, then cancel it, then reschedule it – wasting your valuable time.
With our self-booking feature, customers can schedule, move, and cancel meetings with you or your employees all on their own – requiring no action on your part.
Nothing gets past you
Our system includes:
- Customer management
- Integration with the accounting system
- Employee management
- Task management and assignment
- Schedule management, including a feature that allows customers to self-schedule a meeting without added fuss – or unnecessary phone calls
- Customer service documentation
Best of all, all of these features allow for important workflow optimization and generating valuable insights.
A CRM allows you to gather all your information in one place, document past and present processes, and draw insights. It creates order, enabling efficient business management accessible at any time. You can perform all of your processes in the same system without purchasing or learning any additional business software.
CRM software is an important and useful tool that saves you from having to use additional systems. In addition to customer management, our solution also offers several other features to help you conduct business efficiently in one place, document all of your processes, and manage accounting. Think of it as a single information center that serves your business at all times.
Let’s get down to business
