Unified business management software for creative studios and agencies
We know that running a service-based small business isn't easy. Our suite of interconnected tools will have your business running smoother, with less duplicated work, happier team members, more profit, and less stress.
Unified Interaction Tracking
Track every client touchpoint in one place for your entire team - from emails and calls to meetings and proposals. Get a complete view of your client relationships and never miss a follow-up opportunity.
Contact Enrichment
Automatically gather and update contact information from multiple sources. Keep your contact database current with social profiles, company details, and interaction history to build stronger relationships.
Sales Tracking
Monitor your sales pipeline with real-time updates on deal progress, conversion rates, and revenue forecasts. Identify bottlenecks and optimize your sales process with data-driven insights.
Full Integration with Task Management
Seamlessly create tasks, set milestones, and assign resources to get the deal done.
CRM & Sales
Unified Interaction Tracking
Track every client touchpoint in one place for your entire team - from emails and calls to meetings and proposals. Get a complete view of your client relationships and never miss a follow-up opportunity.
Contact Enrichment
Automatically gather and update contact information from multiple sources. Keep your contact database current with social profiles, company details, and interaction history to build stronger relationships.
Sales Tracking
Monitor your sales pipeline with real-time updates on deal progress, conversion rates, and revenue forecasts. Identify bottlenecks and optimize your sales process with data-driven insights.
Full Integration with Task Management
Seamlessly create tasks, set milestones, and assign resources to get the deal done.
Bidding
Separate Internal & Client Pricing
Maintain distinct views for internal costs and client-facing prices. Calculate accurate profit margins while presenting professional, simplified pricing to your clients - all within the same estimate.
Gantt-Based Estimation Tools
Build timelines and costs simultaneously with our interactive Gantt interface. Adjust durations, dependencies, and resources in real-time while automatically updating your cost calculations and delivery dates.
Integrated Scheduling
Turn your estimates into project schedules instantly. Resource availability, task dependencies, and timeline constraints are considered as you bid, ensuring realistic and achievable project proposals.
Custom Templates
Create and customize bid templates with drag-and-drop simplicity. Save time and maintain consistency by reusing successful bid structures while easily adapting them for specific client needs.
Rate Card Management
Design flexible rate cards for different client types, project categories, or service levels. Automatically apply the right rates to your estimates while maintaining the ability to make project-specific adjustments.
Task Management
Organizational Task Management
Manage tasks across your entire organization with customizable workflows and hierarchies. Track company-wide initiatives, departmental goals, and individual assignments in one unified system.
Automated Bid-to-Task Conversion
Seamlessly transform your accepted bids into structured task lists. The system automatically creates tasks, timelines, and resource allocations based on your bid specifications, ensuring perfect alignment between estimates and execution.
Real-Time Task Actualization
Track actual time, costs, and progress against your original bid estimates. Automatically update project financials and timelines as tasks are completed, providing instant visibility into project performance.
Smart Task Dependencies
Create intelligent task relationships that automatically adjust schedules and resource allocations when changes occur. Keep your projects on track with dynamic timeline management and early warning systems for potential delays.
Resourcing & Procurement
Automated Contractor Availability
Track independent contractor availability in real-time. Our system automatically updates contractor schedules, upcoming commitments, and potential conflicts, making it easy to find the right talent when you need it.
Contractor Portfolio Builder
Help contractors showcase their skills and experience with automated portfolio creation. Track completed projects, skills utilized, and performance metrics to build comprehensive talent profiles.
Smart Freelancer Search
Find the perfect freelancer using our advanced matching system. Filter by availability windows, required skills, rates, and past performance to quickly identify the best candidates for your project needs.
Streamlined Procurement
Simplify vendor management with batch processing of purchase orders, automated invoice matching, and integrated payment processing. Reduce administrative overhead while maintaining accurate financial records.
Financial
Scenario-Based Cash Flow
Visualize future cash flows based on multiple scenarios. Our system combines actual project timelines, resource commitments, and historical patterns to project realistic cash flow scenarios, helping you make informed financial decisions.
Automated Invoice Reconciliation
Streamline your accounts payable process with automated three-way matching between purchase orders, vendor invoices, and received goods. Reduce errors and processing time while maintaining accurate financial records.
Integrated Payment Management
Handle all vendor payments through a single, integrated system. Schedule payments, track payment status, and maintain detailed transaction histories while ensuring timely payment to your vendors and contractors.
Financial Performance Tracking
Monitor key financial metrics in real-time. Track project profitability, resource utilization, and overall business performance with customizable dashboards and detailed reports.
