CRM with myDATA connection, no monthly subscription

Tasks & projects

Manage and invoice projects. Log the time spent on each task, with a timer for every team member.

Quotes

Attractive proposals with images, tables, items or YouTube videos. The client comments on the proposal to negotiate.

Invoicing

Professional invoices with attachments and PDFs, sent straight to the client. You can also set up recurring invoices.

Contracts

Secure current and future sales. Create a contract PDF and send it to the client’s email.

E-signature

E-signature for contracts, proposals and estimates. The client signs easily, with no paperwork.

Expenses

Recurring expenses by day, week, month or year. Choose which are billed to clients or to specific projects.

Reports

A clear view of everything: income versus expenses, lead conversions and a knowledge base report.

Support system

Organise, track and resolve your clients’ requests, with automatic logging and faster response.

Overview reports

• Balance sheets
• Custom summary report
• Profit & loss reports
• Income statement
• Cash flow statement
• Statement of changes in equity

Banking features

• Bank account management
• Download and import transactions
• Add, edit, delete
• Match or ignore transactions
• Account reconciliation

Sales tax reports

• Tax detail report
• Tax liability report
• Tax summary report

Sales, expenses & budgets

• Deposit details
• Income by client
• Expense & supplier reports
• Budget versus actual
• Budget performance

Transaction management

All transactions are matched with the accounts, so your books are always up to date.