Manage projects, track invoices, and send payments
Create professional estimates and invoices instantly. Manage job details and track payments. Store and organize business documents digitally. Send invoices quickly and securely. Keep records organized and accessible anytime.
Track revenue, gross profit, and net income with real-time financial dashboards. Sync with QuickBooks Online, Xero, and Gusto. Receive alerts for financial updates. Access AI-powered insights from BOLT(™) for business performance analysis.
Capture and qualify leads by scanning business cards, digital cards, or event badges. Extract contact information automatically. Save and organize leads in a centralized database. Share leads directly with CRM systems or email.
Save and organize articles, videos, images, and links into personalized stacks. Create and manage multiple lists for different purposes. Share stacks with others via links or social media.