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Project
This app serves as your essential work log.
Plan tasks and record outcome. Add dates, notes, photos and files - as needed.
Assign tasks to projects and projects to customers
Put a $ to each task and automatically generate orders and invoices for completed work, send pdfs
Client portal. Open up (portion) of tasks to clients and partners. You can share photos and clients can append comment. Send notifications about changes
Accessible on both mobile and desktop.
Suitable for individuals or teams.
Designed for simplicity and scalability.
Case Management
Easily create and delegate cases to designated workers or team members.
Establish clear goals and objectives for each case, enabling efficient tracking of progress and completion.
Seamlessly schedule case activities, with the option to either quickly set up appointments or construct predefined activity plans for streamlined workflow.
Gain insightful visualization of completed activities, cases, and goals through intuitive and comprehensive dashboards, facilitating informed decision-making and analysis.
Allow workers to upload, store, and access relevant files and documents directly within each case.
Implement automated notifications and reminders to keep stakeholders informed about important updates, deadlines, or milestones.
Robust reporting capabilities, allowing users to generate custom reports on case statuses, trends, and performance metrics.
Works with Phones, Tablets, Macs and PCs.
Education App
- Efficient Time Management: Provides a shared calendar for scheduling classes and managing changes, enhancing organization and adaptability.
- Streamlined Content Management: Offers easy access to learning materials, class plans, exercises, and past lessons, reducing preparation time and ensuring content relevance.
- Continuous Feedback and Improvement: Enables teachers to provide feedback after each lesson, facilitating continuous improvement in teaching methods and content delivery.
- Student Progress Tracking: tracks attendance and progress notes, allowing educators to monitor student development and provide targeted support.
- Enhanced Collaboration: Centralizes class information for quick adjustments and enables observation of student advancement, fostering collaboration among educators and optimizing teaching approaches.
Activity Tracking
- Manage your and your team's time.
- Flexible display with day, working week or month.
- Color coded activity types.
- Unlimited activity types, with custom fields like products discussed.
- Display all your events in one place with Microsoft Exchange integration.
- Or the other way around, see your business events on your phone calendar.
Customer Management
- Standard client management features include customers, contacts and products.
- Call a contact or navigate to customer with one click.
- Extensible data store that can model your organization needs.
- Unlimited custom fields, from simple text to address from map selector.
- Unlimited custom relationships.
- Intuitive filtered lists.
- Task specific form, views, calendars, charts and maps.
Employee Management
- Collect information from staff with personalized forms that are automatically saved back to the database.
- Utilize Microsoft Word document templates.
- Bulk document generation and distribution - for example updating employee contracts for the whole company in seconds.
- Adapt the database model to your organization's structure by easily adding new fields and relationships.
- Seamlessly integrate with Microsoft SharePoint for efficient document storage.
Business rules - be a step ahead
- Establish proactive guidelines.
- Set up automated monthly reminders to contact A class customers.
- Schedule regular content updates for blog and social media platforms in order to stay relevant.
- Set reminders for invoicing clients at specific intervals to maintain consistent cashflow.
- Set up notifications for equipment maintenance to prevent unexpected breakdowns.
- User-friendly dashboards for easy monitoring and tracking of rule compliance.
- Reward system for employees who consistently follow proactive rules.
Sales
- Easily create professional and customizable quotes and proposals that accurately reflect your products or services.
- Allow flexibility in pricing structures, including discounts, taxes, and variable pricing, to accommodate different customer needs and negotiations.
- Generate invoices automatically based on accepted quotes, reducing the risk of errors and ensuring timely and accurate billing.
- Send Quote and Invoice PDFs with any custom fields, images, QR or barcodes you need.