Now know the pulse of your business at a glance. Important action items are highlighted, so nothing falls through the cracks. See key calendar events three days ahead, including the weather forecast.
Keep track of clients and projects.
It’s a great feeling: Thanks to Contacts, you know where all your client projects stand at any given moment. You know what’s coming up, what’s been done, and who has the ball in their court.
Manage multiple projects at once.
Now it’s easier to keep all the plates spinning. Know just where each job stands. Filters allow you to toggle between leads, active projects, and archived jobs. Project oversight lets you go from crazed to calm.
Create lead inquiry forms.
Generate business while you sleep, thanks to embedded (or linked) lead generation forms on your website. Gather information, respond to prospects automatically, and receive an alert when a lead comes in.
Billing made easier.
Generate professional invoices and get paid online. Save time with invoices created from quote options chosen by clients.Automatic payment reminders spare you the awkwardness of nudging clients.
Manage your books with less effort.
Sleep better knowing that all your records are organized and ready for your accountant. Easily categorize your transactions for reference. Find specific transactions instantly with intuitive search filters.