United States

Client Relationship Manager

Get a hold on client management with a modern, flexible and response solution

Invoice Clients, Track Work-Time, Get Paid Online

Get a hold on client management with a modern, flexible and response solution

Want to run your own client management and billing application on any device with minimal expense?
Our solution does not limit the number of contractors or users on the platform.

The hosting costs already include a white label license for one company.

Invoices & Auto-Billing

  • Custom Branded Invoice Design
  • Recurring Invoicing & Auto-Bill Clients
  • Custom Late-Payment Auto-Reminder Emails
  • Enable E-Signature / ‘Approve Terms’ Checkbox
  • Attached Invoice PDFs to Client Emails
  • Huge Variety of Customization Options

Online Payments

  • 40+ Gateways: Stripe, PayPal, WePay, etc…
  • Accept Credit Cards, ACH, Bitcoin, etc…
  • Accept Deposits & Partial Payments on Invoices
  • Notifications When Clients View / Pay Invoices
  • Track Clients Payments & Viewing History
  • Client-Side Portal with Security Options

Quotations & Proposals

  • Real-Time Quote .PDF Creation
  • Clients Approve & Convert Quotes into Invoice.
  • Embed Images in the Proposal Design
  • Notifications When Clients View or Approve Quotes
  • Define Custom Proposal Emails
  • Bulk Emailing of Invoices & Quotes

Streamline Workflows

  • Organize Project Workflow with Kanban Boards
  • Attach Project Files to Invoiced Tasks
  • Attach 3rd Party Files to Invoices & Quotations
  • Create Additional Users & Set Access Permissions
  • Integrate Zapier, Integromat, Piesync, etc…

Time-Track Work

  • Track-Time Online via your Webapp Account
  • Launch a Time-Tracker via a Desktop app
  • Convert Timed Tasks to Invoices with 1-Click
  • Manually Set Task Time Durations
  • Easily Categorize
  • Search Tasks

Expenses & Reporting

  • Easily Create, Import & View Expenses
  • Convert & Invoice Clients for Expenses
  • Automatically Import Expenses from Banks
  • Create Vendors & Organize Categories
  • Support Marking Expenses as Paid