Create and send invoices and estimates with customizable templates. Add client details, itemized lists, and payment terms. Track status and set reminders. Export documents in PDF and share via email or messaging.
Access events, relationships, and interactions in real-time
Access event guest lists and create new events. View client performance and staff contacts. Manage organization details and access interactions in real-time. Sync with subscription for secure, continuous updates.
Manage leads and track tasks within a centralized inbox. Communicate via in- calling and receive instant notifications for lead activity. Sync with desktop version for consistent organization and productivity.
Scan business cards to extract contact information. Save and organize details into custom groups. Share contact data via email or social media. Connect directly with saved contacts.
Track expenses, manage assets, build financial records
Track expenses, income, and assets. Create custom categories for bookkeeping. Link accounts, subscriptions, and assets. Set up relationships and manage inventory. Edit transactions and view detailed reports. Customize data fields and export records.