Features
An all-in-one system designed to streamline client management, automate invoicing, track payments, and improve financial reporting — all while keeping your customer relationships front and center.
Personalized Communication and Targeted Strategies
With an intuitive interface and powerful features, it helps businesses of all sizes manage interactions with current and potential customers effectively.
Key functionalities include contact management, sales tracking, lead generation, and customer support tools, all integrated into one platform. Our software enables you to automate routine tasks, gain valuable insights through analytics, and enhance collaboration among your team members.
Customers
Import your customers using CSV or API or add customers to your system manually with as little or as much data as you require.
Service & Asset Management
Import your services from CSV or API or add them manually, create Asset data and set billing rates then you’re ready to start billing!
Stay in control of your customers infrastructure fingerprints with deep information systems that can track customers physical and virtual properties that can also be attached to other facets of the systems such as services.
- Billing
- Bill your customers with custom rules automatically according to your schedule.
- Custom Invoicing
- Create billing rates, tariffs, products, product groups and design custom invoice templates to fit your brand.
- Helpdesk
- Stay connected with your customers via our state of the art Helpdesk s/ware
- Documentation
- Document your clients environments and your own, share documents with the public, with customers and with your internal staff.
- Site and Contact Management
- Keep your customers site, contact and role details up to date to ensure data security compliance.
- Security
- With our vault protection system you can keep yours and your customers secrets secure yet accessible to you and your authorised staff.
- Third Party Integration
- Use our third party integrated modules to connect to your cloud services and import them for billing and management. Or build your own!
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