Create and send professional invoices with customizable templates. Track payments and due dates. Manage client information and history. Generate reports and export data. Set reminders for upcoming payments. Sync across devices.
Sync between , iCloud, and Outlook. Edit contact details directly. Merge changes from both accounts in real time. Access on iPhone without additional setup. Manage contact groups and view sync history.
Create and send invoices or quotes from any device. Design customizable templates for different invoice types. Manage customers, products, and services within the . Track invoice status and generate reports.
Send and receive faxes using a free fax number. Create and send faxes from email or . Scan documents and send them as faxes. View sent and received faxes. Manage cover sheets and edit fax content.
Track customer interactions, store contacts, and client details. Log follow-ups, message history, special dates, preferences, and product likes. Share notes across multiple sales associates and locations.
Between Google, iCloud, and Outlook with two-way synchronization. Edit contact details, merge changes, and manage duplicates. Export to CSV or vCard format. Import and organize directly from email attachments.
Schedule jobs and mark them as completed. Send invoices and estimates. Track employee time and manage parts inventory. Receive purchase orders and view inventory items. Send group and text messages to customers.
View overdue, paid, and pending invoices. Send automatic payment reminders. Create invoices in Word, PDF, Excel, and blank formats. Track status and manage payment schedules. Export invoices in multiple file types.
Create targeted direct mail postcards with custom images and company branding. Include a personal message and send them directly to potential clients' homes. Track and manage mail campaigns.