Manage tasks, schedule meetings, and process payments
Manage tasks, schedule appointments, and automate workflows within a single platform. Create and send forms, set reminders, and integrate payment processing. Track time and expenses, and collaborate with clients and team members.
Accept card payments through a streamlined process. View transactions, authorizations, and refunds in real time. Search and filter payments for quick access. Send electronic receipts to customers.
Manage sales and client data with features like storing and tax information, tracking payment terms, and searching addresses on maps. Log sales by customer and zone, save visit summaries, and calculate customer profitability.