Clients

  • Client-database
  • Each client record includes all details, quotes, invoices, emails etc.
  • Easy-to-search
  • Add custom client data fields
  • Group clients
  • Client contact status


  • Communication

  • Email
  • SMS / Text messages
  • Schedule sending
  • Customise email and SMS templates
  • Send from anywhere


  • Tracking

  • Track email opens
  • Monitor quote and invoice views
  • Notification of accepted or declined quotes
  • Color-coding easily identifies next steps


  • Speed and Ease-of-use

  • Sales templates
  • Freeform line items
  • Product catalog


  • Systems

  • Cloud-based
  • Responsive design
  • Credit Card payments
  • Integration with mobile GPS systems
  • Use on Smartphone, PC, laptop and tablet


  • Quotes and Invoices

  • Create quotes and invoices in seconds
  • Quote to invoice conversion
  • Add your own logo
  • Tax and deposit settings
  • Set due dates
  • Customise layouts
  • Add notes/terms to quotes and invoices
  • Add videos, images & text for marketing
  • Quick view of outstanding payments
  • Online and pdf views


  • Coming Soon

  • Expenses
  • Opt-in functionality for marketing emails
  • Recurring invoices
  • And more