Features
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| CLIENT ACCESS |
The Client Access feature allows you to leverage your business 24/7. A prospect or client can dialogue with you through your site and review and select a collection, contract and e-sign for products and services and make payments on-line. More info . . . |
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| CALENDAR |
The Calendar feature allows you to capture scheduling information and easily manage deadlines, resources, employees and multiple locations. More info . . . |
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| POINT OF SALE |
The Point of Sale feature provides you invoicing, payment tracking and taxes while populating your Accounting module.
More info . . . |
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| REMOTE ACCESS |
The Remote Access feature allows you to integrate with iPhone, Outlook and Google calendar integration. More info . . . |
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| EMAIL |
The Email feature allows you to manage all of your client email dialogue, past or present, in their client profile account. We have made email campaigns fun and easy with the integration of MailChimp. More info . . . |
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| ACCOUNTING |
The Accounting feature allows you to manage both sides of the balance sheet in a fun and easy manner. More info . . . |
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| WORKFLOW |
The Workflow feature is your virtual assistant. It outlines your routine and keeps track of each step as you process an order or service. When you complete each milestone in Workflow it auto-generates an email for the client letting them know the order status. More info . . . |
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| CONTACTS |
The Contacts feature allows you to manage your vendors, business contacts and other relationships in one location. More info . . . |
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