Five modules, one set of data.
Use them on their own or together. Start with what you need today and add the rest without moving your data to another platform.
From first lead to order
Leads, opportunities, quotes and orders, with their products and vendors, on the same customers. Nothing gets re-entered in another tool.
Plan who works on what, without overbooking
Book people onto each engagement and see booked hours against planned ones. A plan that goes over someone’s capacity can’t be submitted.
Hours logged cleanly, ready to bill
Your team logs time by project and activity, and approved hours move into work in progress with no spreadsheets and no re-entry. Once the period is closed, the timesheet no longer changes.
From logged hour to an amount ready to invoice
Work in progress (done but not yet billed, called WIP in the app) can be valued at any point in the month. The invoice export starts from logged hours and reaches accounting with no re-entry.
Leave requests, approvals and an up-to-date calendar
Leave, calendar and policies, on the same employees and departments as the rest of the platform.