Skip to main content

Receive & Send Payments No Matter Where You Aimmenre

We’re changing the way money is processed on-the-go.

Features

1

Project Management

Seamlessly manage and invoice projects. Monitor time and expenses against tasks to bill clients accurately. Supports multi-member task assignments and time tracking.
2

Invoice Generation

Effortlessly create professional invoices. Attach files and send directly to clients, including automated recurring invoices tailored by frequency.
3

Estimates

Quickly generate and send estimates to clients, with features for automatic conversion to invoices upon client approval.
4

Proposals

Design compelling proposals using a rich text editor. Support for multimedia elements and interactive client comments.
5

Proposals

Efficiently track leads with a visual Kan Ban board. Features include file attachments, lead conversion, and automated email capture.
6

Expense Recording

Log expenses and set up automated recurrences. Expenses can be marked as billable to clients or projects.
7

Payment Management

Process payments in various currencies with support for PayPal and Stripe, complete with auto-generated payment confirmations.
8

Support System

Robust ticketing system with autoresponses, assignment, and management features for effective customer service.
9

Knowledge Base

Maintain a comprehensive knowledge base for both customers and staff, enhancing support and self-service capabilities.
10

Task Management

Assign and manage tasks with features for adding followers, comments, and attachments.
11

Contract Management

Generate and send contracts with ease, with reminders for contract renewals.
12

Surveys

Engage with leads and customers by creating custom surveys to gather insights and improve services.
13

Calendar

Keep track of important dates with a detailed calendar of company events, invoice and contract expiries.
14

Internal Communications

Facilitate company communications with a newsfeed for sharing updates and documents.
15

Goal Tracking

Set and monitor goals, notifying team members of achievements and areas for improvement.
16

Customizations

Enhance functionality with custom fields for invoices, estimates, and more, tailoring the system to your needs.
17

Reporting

Access simple, yet detailed reports for a quick overview and in-depth analysis of sales, conversions, and client engagement.

Modules

ACCOUNTING & BOOKKEEPING

The Time-Saving Tool to Expand Your Business!

Reduces the Procurement Process Time

Centralize all your HR information. Successfully manage your employees.

INVENTORY MANAGEMENT

Increase your sales and keep track of every unit with our powerful stock management, order fulfillment, and inventory control solutions.

Lead Manager

Transform your lead management process with our innovative Lead Manager Module.

Purchase Management

Purchase Management Module is an automated tool that enables companies and buyers to automate their entire procurement cycle from creating a purchase requisition document to finally receiving the ordered goods and making the payment.

RECRUITMENT MANAGEMENT

Optimize your hiring process to find, evaluate, and engage candidates effectively, adding significant value to your organization.

TIMESHEETS & LEAVE MANAGEMENT

This module assists employers in monitoring their workforce's hours and analyzing overall productivity effectively.

Testimonials

“
Aura BrooksGraphic Designer, Owl Eyes

“By far the best team I've ever worked with. They truly understood the look I was going for and completely nailed it! I would highly recommend them as a company, you simply just won't find any better team!”

“
Eve CrawfordProduct Designer, That Biz

“It was really fun getting to know the team during the project. They were all helpful in answering my questions and made me feel completely at ease. The design ended up being twice as good as I could have ever envisioned!”

“
Jack GrahamCo founder, Coffee Inc

“I'm wondering why I never contacted these guys sooner! Seriously, they all have commendable talent in their respective fields and knocked my concept out of the ballpark. Thanks for an amazing experience!”

“
Zak ReidInstructor, Skate Nao

“Salient is by far the most astonishing WP theme out there! I literally could not be happier that I chose to buy your theme! Your regular updates and superb attention to detail blows me away every time I visit my new site!”

“
Jake SmithInstructor, Skate Nao

“Salient is by far the most astonishing WP theme out there! I literally could not be happier that I chose to buy your theme! Your regular updates and superb attention to detail blows me away every time I visit my new site!”

Blog

Affordable Pricing

You’ve reached the pricing plans. Choose from one of our
three plans or start your free 30 day trial risk-free.

Starter pack

$15.00

For solo founders, freelancers, and micro teams

What it is

A clean, production-ready CRM to manage clients, leads, and basic operations without complexity.

Included

  • Lead & Contact Management
  • Sales Pipeline (Kanban)
  • Basic Tasks & Activities
  • Email integration
  • Invoicing & basic accounting
  • Document storage
  • Standard reports
  • 1 workspace
  • Up to 3 users

Best for

  • Solo service providers
  • Freelancers
  • Early-stage startups
  • Teams replacing Excel / Google Sheets

Positioning note

This plan beats free CRMs by being usable for real work.No artificial limits that break workflows.

View

Growth

$59.00

For operational teams that sell and deliver services

What it is

A full CRM + Operations system for teams that manage people, jobs, time, and money.

Everything in Starter, plus

  • Job / Project Management
  • Scheduling & Events (jobs, visits, shifts)
  • Timesheets & team activity tracking
  • HR & roles management
  • Inventory & purchase tracking
  • Advanced reporting & dashboards
  • API access
  • Automation rules
  • Up to 15 users

Best for

  • Service companies
  • Contractors & field teams
  • Event agencies
  • Studios & operational SMBs

View

Business

$129.00

For companies that run on processes, not chaos

What it is

A scalable operational platform with control, automation, and analytics.

Everything in Growth, plus

  • Advanced workflow automation
  • Custom pipelines & entities
  • Financial analytics & profit tracking
  • Advanced permissions & security
  • Multi-workspace support
  • Priority support
  • Data export & audit logs
  • Up to 50 users

Best for

  • Growing service businesses
  • Multi-team operations
  • Agencies with multiple clients
  • Companies preparing for scale

View
Close Menu