Track money coming in...
- Manage clients, projects, track payment history
- Create and email/print invoices, proposals, receipts
- View categorized sales totals for any period
Track money going out...
- Manage suppliers, vendors, track business spending
- Enter bills, organize expenses, make payments
- View categorized expense totals for any period
Access vital business data...
- Instantly view up-to-the-minute Profit & Loss reports
- Attach project documents to clients for instant retrieval
- Track Income and expense details for easy tax filing
Manage client and vendor relationships...
- Log and track client, prospect, and vendor notes
- Send personalized group email, track sales opportunities
- Set alerts for meetings, callbacks, project deadlines, etc.