Centralized Document Storage:

Easily store important documents, invoices, and service records securely within the CRM, eliminating the need for physical files and ensuring that all client information is easily accessible from one place.

Attach Invoices to Client Profiles:

Keep client transactions organized by attaching invoices directly to each client profile. This feature allows businesses to track billing history, view payment statuses, and access transaction records on demand.

Customizable Invoice Generation:

Generate and send professional invoices directly through the system, tailored to each client's services. Our integrated invoicing allows businesses to customize details, add branding elements, and include payment terms, providing clients with a seamless and professional billing experience.

Automated Payment Reminders:

Reduce missed payments with automated invoice reminders sent directly to clients, either by email or SMS. This feature helps ensure timely payments without the need for manual follow-ups, improving cash flow.

File Uploads for Service Records and Client Notes:

Attach relevant documents, images, or agreements directly to each client profile for streamlined access. This can be particularly useful for businesses that need to store images of completed work, client service notes, or signed agreements.

Secure, Searchable Archive:

Quickly locate past invoices, client records, or other stored documents with an easy-to-use search function. Our platform secures all files with industry-standard encryption, providing peace of mind for businesses and their clients.