| Project Tracking | ||||||||||
| Track projects, milestones & budgets | ||||||||||
| Live Gantt-charts & real-time forecasting | ||||||||||
| Record notes, schedule meetings & calls | ||||||||||
| Customizable fields & categories | ||||||||||
| Reports & dashboards | ||||||||||
| Advanced search, filtering & saved fields | ||||||||||
| Customizable business processes | ||||||||||
| Unlimited project types, processes & fields | ||||||||||
| Templates & reusable project plans | ||||||||||
| Advanced approval for time | ||||||||||
| Allocate time & value to Retainers | ||||||||||
| Create invoices for all work planned or done | ||||||||||
| Track Services & Work | ||||||||||
| Customizable fields and categories | ||||||||||
| Monitor deadlines and resolutions | ||||||||||
| Track tasks and assign staff | ||||||||||
| Invoicing | ||||||||||
| Create & send invoices | ||||||||||
| Receive payments | ||||||||||
| Authorize.net integration | ||||||||||
| Integration with Quickbooks, Xero | ||||||||||
| Automatic renewal invoicing | ||||||||||
| Stripe integration | ||||||||||
| PayPal integration | ||||||||||
| Reporting Dashboard | ||||||||||
| Real-time, searchable Activity Stream | ||||||||||
| Daily or weekly activity reports | ||||||||||
| User performance dashboards | ||||||||||
| Timesheet reports | ||||||||||
| Interactive sales & pipeline dashboard | ||||||||||
| Interactive Projects dashboard | ||||||||||
| Interactive Issues dashboard | ||||||||||
| Executive & Financial dashboards | ||||||||||
| Automation and Processes | ||||||||||
| Customizable business processes | ||||||||||
| Automatic renewal invoicing | ||||||||||
| Integrated, automated work logs | ||||||||||
| Quotes | ||||||||||
| Create, Send and Convert Quotes | ||||||||||
| Customizable fields & categories | ||||||||||
| Record notes, schedule meetings & calls | ||||||||||
| Project Planning | ||||||||||
| Live Gantt-charts & real-time forecasting | ||||||||||
| Templates & reusable project plans | ||||||||||
| Create invoices for all work planned or done | ||||||||||
| Task Management | ||||||||||
| Drag & drop allocation of tasks to calendar | ||||||||||
| Create and assign tasks | ||||||||||
| Push & sync tasks with Google, Office365 and Exchange/Outlook | ||||||||||
| Task Boards | ||||||||||
| Triggers | ||||||||||
| Track issues & tickets | ||||||||||
| Team Inbox | ||||||||||
| Multi-user address book sync | ||||||||||
| Automatic email attachment storage | ||||||||||
| 2-Way Sync with Google, Exchange/Outlook, and Office365 | ||||||||||
| Team Scheduling | ||||||||||
| Dynamic resource scheduling | ||||||||||
| Scheduled appointments & commitments | ||||||||||
| Configure availability & work days | ||||||||||
| Templates | ||||||||||
| Unlimited contract types, processes & fields | ||||||||||
| Unlimited project types, processes & fields | ||||||||||
| Unlimited issue types, processes & fields | ||||||||||
| Project Collaboration | ||||||||||
| Task Boards | ||||||||||
| Multi-user access of central client database | ||||||||||
| Monitor deadlines & resolutions | ||||||||||
| Automated Timesheets | ||||||||||
| Sync with email and calendar | ||||||||||
| Timesheets pre-loaded with client activity | ||||||||||
| Detailed timesheet reports | ||||||||||
| Import external calendar appointments | ||||||||||
| Mobile App | ||||||||||
| Live email & activity stream | ||||||||||
| Automatically create contacts via email | ||||||||||
| Integrated, automated work logs | ||||||||||
| Track opportunities, pipeline and conversions | ||||||||||
| Track projects, milestones & budgets | ||||||||||
| Automated Notifications and Triggers | ||||||||||
| Customizable fields & categories | ||||||||||
| Client Database | ||||||||||
| Multi-user access of central client database | ||||||||||
| Custom fields, lists & categories | ||||||||||
| Powerful search, filtering & reporting | ||||||||||
| Automatically create contacts via email | ||||||||||
| Database export (for mail merge) | ||||||||||
| Permissions to client assets | ||||||||||
| Client Portal | ||||||||||
| View activity history | ||||||||||
| View & comment on Projects | ||||||||||
| View & comment on Issues | ||||||||||
| View & comment on Retainers | ||||||||||
| Billing and Contract Management | ||||||||||
| Create recurring service contracts | ||||||||||
| Track retainer usage in real time | ||||||||||
| Automatic retainer renewal & invoicing | ||||||||||
| Usage Tracking | ||||||||||
| Advanced approval for time | ||||||||||
| Customizable business processes | ||||||||||
| Client Records | ||||||||||
| Powerful search, filtering & reporting | ||||||||||
| View activity history | ||||||||||
| View & request re-issue of Invoices | ||||||||||
| Expenses | ||||||||||
| Add expenses | ||||||||||
| Review submitted expenses | ||||||||||
| Automatic email notifications to managers | ||||||||||
| Custom Retainers | ||||||||||
| Unlimited contract types, processes & fields | ||||||||||
| Create recurring service contracts | ||||||||||
| Create pre-paid service contracts | ||||||||||
| Track retainer usage in real time | ||||||||||
| Cloud-Based Service Operations Software | ||||||||||
| Run core business functions in one place | ||||||||||
| Try | Try | Try | Try | Try |
* Only Paid Professional users can log time (billable or non-billable), manage work and define relationships; free collaborators cannot log time.
** Only Paid Professional users can have their forecast scheduled.