Agencies and professional services
Win the work with a signed contract, run it with tasks and timesheets, bill it from time and milestones, and keep the client informed in the portal.
How the work moves
One record from start to finish.
Quote and sign
A quote accepted online, then a contract signed with an evidence certificate.
SalesPlan and track time
Tasks, Gantt and weekly timesheets with approval.
ProjectsBill the work
A billing run turns time, milestones and fixed fees into invoices in Books.
ProjectsSupport the client
Tickets with service-level clocks, raised and followed in the portal.
Desk
The products
What agencies switch on
- SalesQuotes, orders and signed contracts, priced by the server.
- ProjectsPlan work, track time and bill clients from one place.
- BooksDouble-entry accounting that the other apps post into.
- DeskHelp desk with SLAs, a knowledge base and live chat.
- CRMCustomers, leads and deals in one record, with consent built in.