Reporting & Statistics
Slice and dice data and compile extensive reports that filter on anything in this system from deal flow to employee performance. Use that information to drive insightful decision-making that closes the loop on your business’s processes.
Not only does this system excel in producing reports that tell you what you need to know in order to run a successful business, it also gives you the ability to share this information quickly and easily. You may export these reports in CSV and PDF format..
eMarketing & Client Management
Furthermore this system helps you manage your clients easily and simple, with the option of Email Link tracking, you can now track how many of your clients clicked on your email embedded links. Additionally you can now also be able to run any promotions and affiliate programs.
Professional looking invoices
Send your clients high quality professional looking invoices. Automatically created PDF versions are attached to every invoice related email the system sends, including new invoice notifications, and payment reminder notices, so your clients don’t need to visit your website or system to view their statements and bills. Plus invoices are fully customisable through editable templates.
As mobile as you are
Whether in the office, or around the world, our system is accessible on demand, ensuring that you have access to your data wherever an internet connection is available – and for those moments without internet connection, Mobile for iPhone and Android work offline, so that your data is never out of reach.