Key Features
- Dashboard Helpful overview of open projects, open invoices, received and outstanding payments, open tasks, messages and events.
- Project Management Create and manage all your projects.
- Project Tasks You can add tasks to any project.
- Lead Management Create and manage all your leads and even import leads by a .csv file.
- Client Tasks You can enable clients to create tasks.
- Tasks Timers Every agent can track his time spent on tasks and every task has a dedicated timesheet.
- Tasks Timesheets Every task has it’s own timesheet.
- Project Milestones Milestones will help you to group your tasks together.
- Support Tickets Let your Clients open tickets to keep track of any incident. It also supports email tickets.
- Project Timer This will help you to track the time you have spent on a project.
- GANTT Charts on Projects Every project has it’s own gantt chart grouped by milestones or agents
- Multi File Upload and File Commenting On all projects you can upload any kind of files, like a screenshot of the mockup you made for a new web project and share them with your client.
- Client Management Easily manage your clients with all the details you need.
- Client Portal Your clients can view the status of their projects and invoices.
- Invoice Management Creating and sending invoices was never that easy!
- Expenses Track all your expenses.
- Estimates Send estimates to your clients.
- Recurring Invoices Create recurring invoices.
- Calendar Beautiful calendar with optional Google calendar integration.
- Item Management Manage your items/products
- Reports A nice chart to view your income, expenses by a given period
- User Activity Widget See who is online.
- Email Notifications Get email notifications on new messages, project assignment etc.
- User Access Levels Control the access of your agents to the different modules.
- Quick Access Quickly open a project or start/stop the timer using the Quick Access widget.
- Database backup Never loose any data again!
- System Update As soon as an update gets released, you can update your application within the webinterface.
- Easy Installation Tool Very easy installation, no programming skills required.
- Multi Language Support Full language support with language files.
- Quotation Request The quotation request form can be accessed without login, so you can send the link directly to potential clients or just add the link to your corporate website.
- Private Messaging Send private messages to admins and clients.
- Stripe payment Integration Your clients can easily pay via credit card using the stripe service.
- Authorize.net payment Integration Your clients can easily pay via credit card using the authotize.net service.
- 2Checkout payment Integration Your clients can easily pay via credit card using the 2Checkout service.
- Paypal IPN Integration Your clients can easily pay invoices via Paypal.
- Paypal Subscription Integration Paypal subscriptions for recurring invoices.
- Customize CSS You can change the CSS styles directly from the settings page.
- Theme Color Customizer You can change all main colors like the sidebar background, body background etc with a very easy color picker on the settings page so the layout perfectly fits your brand style.
- Login Style The login page is available in side mode and center mode and you can choose the background image or upload your own.
- Gravatar support Gravatar will be used as a fallback if you don’t upload a profile image.
- And more …