Manage Customers, Projects, And Create Invoices In The Cloud
Powerful Management Features
PROJECT MANAGEMENT TOOL
ONE CLICK INVOICE CREATION
CREATE GOOD LOOKING PROPOSALS
BUILT IN STAFF TASKS
SEND SURVEYS TO LEADS AND CUSTOMERS
Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.
Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.
Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.
Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.
With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.
Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.
Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.
Assign task to multiple employees, add task followers, task comments allowed, task attachments.
Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry.
Create surveys and impress your customers. Add your question and improve your company productivity. Ability to send surveys to leads/customers/staff members and manualy created mail lists.
Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date.
Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.
Our main goal is to team up with a shifting customer base from small to average-sized businesses to help them in accomplishing brand awareness objectives by increasing demand, informing the market, and distinguishing them from other brands. We set up a special relationship with our customers and convey custom methodologies dependent on their necessities and objectives. Corporate Hi-Tech aims to work at the crossroad between design, business, and technology to amplify and enable digital marketing solutions and act as a digital guide to increase visibility, conversions, and revenue through the help and putting your milestones to action so that your business efficiently flourishes.
Best Technology Solutions, Australian Based & Operated.