Client Portal

Be seen as an established dependable professional services organization

  • Manage Support Requests more quickly & efficiently.
  • Decrease the red tape in the billing process.
  • Ensure efficient workflows, privacy & solid security.
  • Simply & quickly communicate with clients, on a personal level.
  • Make it even easier for clients to get your help.

Support Board

Help clients meet all of their business needs:
 

  • Spend more time delivering service & less time on "paperwork".
  • Spend more time nurturing client relationships.
  • Stop wasting billable time entering data.
  • Get the full picture.
  • Make it your OWN.
  • Keep your clients updated.

Client Management

Make more money as the Trusted Advisor that your clients need.

  • Be a more effective sales organization.
  • Take control of your future and grow.
  • If it isn't documented, it didn't happen.
  • Get all the right information.
  • Spend more time building relationships.

Projects

Take the mystery out of managing profitable projects.

  • Professional project planning in just a few easy steps.
  • Get faster, better, & more profitable.
  • Seamless project task management.
  • Keep your project on time and under budget.
  • Keep your clients informed.

Agreements

Prevent "feast or famine" cash flow problems.

  • Keep your clients loyal to you.
  • Show more value more clearly.
  • Be more accessible to clients.
  • Minimize billing issues.
  • Always meet your SLA's.
  • Cut administrative expenses.

Tasks and Schedule

Make the most of every work day.

  • Stay focused on serving your clients.
  • Be more proactive and plan.
  • Keep your team busy all day.
  • Become more profitable without reinventing the wheel.

Service Manager

Create "deeper" relationships with clients.

  • Provide more services.
  • Get the job done more quickly.
  • Stay up and running.
  • Consult with clients on future planning and growth.

Business Management

Stay connected and manage your total business.

  • Track employee timesheets.
  • Manage employee reviews, goals, and accomplishments.
  • Manage company equipment and locations.
  • Manage detailed and timebound projects.
  • Remotely manage and monitor employees.

Opportunities

Create profitable opportunities.

  • Manage every opportunity and close more business.
  • Track your sales funnel.
  • Convert leads into closed sales.
  • View detailed sales reports.
  • Use probability factors and service follow-up
  • Add financial information.

Marketing

Manage your marketing efforts.

  • Stay focused on serving your clients by targeting them.
  • Be more proactive and plan marketing campaigns.
  • Group leads together for targeted campaigns.
  • Send recurring messages.