Track time and expenses for projects. Manage client information and legal matters. nd send invoices. Monitor tasks and opportunities. Sync across devices and collaborate with team members.
Manage client contacts and communications through integrated email, Facebook Messenger, text messages, and call history. Receive notifications for new website leads, invoice payments, and customer inquiries.
Manage customer data by creating, viewing, and editing records such as companies, contacts, prospects, activities, opportunities, quotes, tickets, and projects. Access custom fields and real-time updates on open issues.