Calculate numeric fields in List view to quickly total contract values, determine total cost to close, revenue, and more.
Create professional Invoice and accept online payments.
Customer Relationship Management
Organize your accounts with a scalable hierarchy of Folders and Lists. Share projects with your clients and set granular permissions to control who sees what.
Add custom fields to track orders, leads, scoring, and more. Save every datapoint and make reports for smarter analysis.
Set a clear order of operations with Task Dependencies by marking tasks as "waiting on" or "blocking" others. Link similar tasks together to easily jump between related work.
Manage your sales and account pipeline with custom status workflows. Save templates to manage everything from leads and clients to project deliveries. Tsoka Work Review.
Create Professional Quotation for getting customer attention.
Collaborate and chat with your team from your desktop, mobile, and browser. Send attachments, embed HTML and Documents, task links, and more.
Accept Online Payments from Clients.