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.
Import your customers using CSV or API or add customers to your system manually with as little or as much data as you require.
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!
Invoice your customers automatically or manually depending on customizable billing groups and flags you've set for your customers and services.
Stay connected with your customers via our state of the art Helpdesk s/ware, create departments, types, sub-types and statuses with connectors to your mail providers for relay loop.
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.
Create articles for customers or yourself, add them to categories, expose them in the customer portal for all or only select clients, create knowledge base, SOP, CIS or any other sort of documentation to keep staff and customers informed.
Stay in control of who's who in an organization, create contacts, send them login details, set roles for them, keep them up to date. Manage sites for each org and allocate contacts to those sites.
With our vault protection system you can keep yours and your customers secrets secure yet accessible to you and your authorized staff. Secrets can be attached to assets for context driven information access.
Connect with common vendorware, wholesalers and financial institutions such as cPanel, Cloudflare & Stripe for processing of your client data, DNS and web security or finance.
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