Clients, contacts & email capture
Covering topics segmentations, filtering & reporting, web forms as well as power-tips for email capture.
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Sales
Covering custom fields, tasks & progressions to automate sales; web forms for leads and power reports.
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Projects
Covering project planning & budgeting; scheduling, task management, tracking progress & real-time reporting.
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Support & Issues
Covering custom fields, tasks & auto business processes; budgets & billing; web forms for tickets and reporting.
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Activities & Tasks
Covering collaboration, logging time, task management and integration with Google, Outlook & Smartphones.
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Contracts & Retainers
Covering recurring tasks, billing & service delivery; time approval, auto-renewal & invoicing and reporting.
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