Full Capabilities

Module Capabilities

A deep look at every module available. Choose the ones you need -- each is custom-built and you own it forever.

Online Payments

Accept credit cards via Stripe. Funds deposited directly to your bank.

Online Booking

Share booking links. Let customers pick available times.

Multi-Currency

Bill in USD, CAD, EUR, or GBP. Set your currency in settings.

Notes Feed

Keep unlimited notes on customers and leads with a timeline view.

Custom Tags

Organize with color-coded tags for industry, status, and more.

Multi-Contact

Track multiple contacts per customer with roles and titles.

Lead Management

Complete lead lifecycle management

Create and track leads from initial contact
Status workflow: New → Contacted → Qualified → Proposal Sent → Won/Lost
Track lead sources and contact history
Automatic conversion to customers
Unlimited notes with timeline feed
Custom tags for industry, source, or status
Advanced filtering and search

Contact Management

Track multiple contacts per customer

Add multiple contacts to each customer or lead
Designate primary contact for each account
Assign roles: Decision Maker, Billing, Technical, Influencer
Store individual emails and phone numbers
Link contacts to invoices and estimates
View all contacts in a dedicated page
Quick contact lookup across all accounts

Estimate Generation

Professional, customizable estimates

Create line items with one-time and recurring fee options
Multiple tax types with custom names and percentages
Real-time cost calculations
Beautiful PDF exports with professional formatting
Email estimates directly to clients
Status tracking: Draft, Sent, Accepted, Declined
Convert accepted estimates to invoices instantly

Invoice Management

Streamlined invoicing with online payments

Create invoices directly from accepted estimates
Email invoices with payment links
Accept online credit card payments via Stripe
Automatic payment status updates
Payment tracking: Unpaid, Partially Paid, Paid
Balance due calculations
Track payments and payment history
Professional PDF exports
Multi-currency support (USD, CAD, EUR, GBP)

Online Payment Collection

Get paid faster with Stripe Connect

Connect your Stripe account in minutes
Accept Visa, Mastercard, Amex
Funds deposited directly to your bank
Automatic invoice status updates on payment
PCI-compliant secure payments
Payment reminders for overdue invoices
1% platform fee + Stripe processing

Customer Database

Organized customer relationship management

Store complete customer profiles
Track contact information, addresses, and notes
Add multiple contacts per customer
View all estimates and invoices per customer
Complete relationship history
Unlimited notes with timeline feed
Color-coded tags for organization
Advanced search and filtering
CSV export for external use

Appointment Scheduling

Let customers book directly

Shareable public booking links
Set your availability hours by day
Block out dates and holidays
Automatic email confirmations
Calendar integration
Appointment reminders
Send scheduling links to customers

Product Catalog

Reusable service and product library

Build a catalog of common services and products
One-time and recurring fee types
Category organization: Service, Labor, Material
Quickly add products to estimates and invoices
Set standard pricing for consistency
Unlimited products

Team & Payroll

Complete team management and time tracking

Invite team members with role-based access
Track hours worked per team member
Support for hourly and salary compensation
Time entry approval workflow
Generate payroll reports (CSV export)
Set employee details: job title, department, start date
Manage team availability for scheduling
Emergency contact information

Reporting & Export

Data-driven business insights

Dashboard with key metrics
Revenue tracking and outstanding balances
Lead conversion analytics
Advanced filtering on all modules
Date range filtering for custom reports
Export all data to CSV format
Tax reports by period
Payroll reports for team hours

Ready to own your CRM?

Choose the modules you need, pay once, and own your CRM forever. Or explore the full platform demo first.