THE CLOUD BUSINESS PLATFORM
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Easily Manage Your Customer and Employee Tasks
Tons of great features.
Subscription Billing
Customer Dashboard
Appointment Management
Task Management
Keep Notes
EMAIL and SMS Messaging
Invoicing
Track Expense
Bookkeeping
Bank Reconciliation
Task Management and user home page
You can either create a task involving your customer, or an internal task for your employees. All task will appear in users' home page as shown.
From home page, user can access customer by simply typing in the customer name, that will trigger a search and will take you to the customer dashboard.
All task created can be tracked using its various statuses, types (To-do, Telephone, visit a contact and so on), and priority (low, medium, or high).
Appointment Calendar Screenshot
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