The app allows users to add and manage timed entries and expense items by client and project. Users can create and email or print custom invoices and generate PDF and CSV reports.
The app provides a simplified version of BoondManager for validating timesheets, expenses, and leave requests. It allows access to candidates, resources, CRM contacts, and other modules like Opportunities and Positionnings.
Manage insurance accounts by viewing policy details and account summaries. Contact agents directly through the . Access policy documents and submit claims electronically. Receive notifications about policy changes and upcoming renewals.
Access customer data, manage contacts, and track interactions. Schedule follow-ups and send messages. Sync with web and phone for unified communication. View analytics and update client information in real time.
