Simplify Your Business Processes
Online business management & automation
Automating, integrating and streamlining the moving parts of your business, eliminating bottlenecks and replacing manual tasks with automated processes.
The goal of our business software solution is to increase efficiency and throughput, resulting in lower costs, greater sales, higher profit margins, increased customer satisfaction and reduced employee turnover.
Everything you need to run your business
Welcome to the fourth industrial revolution where online platforms are leading the way forward, with a fusion of technologies. It is time for your business to take advantage!
Powering up your business systems with one business software solution to replace that large set of individual tools has never been easier.
What if your digital platform could take the hard work out of managing administrative tasks, making your business processes so efficient that you can have peace of mind even when you are out of office? Look no further, we offer an all-in-one business software solution that will take your business operations to the next level.
Secure, convenient, and scalable.
A Business Portal Software that could replace your company intranet and help you avoid the pain of setting up, learning, and paying for a variety of separate software tools.
Simplify your business management with the All-in-One Digital Business Software Solution that empowers collaboration with your team, and streamlines interaction with your clients.
One learning curve
Features & Capabilities
Secure Client Portal
- Unlimited clients and portals
- Clients can log into the portal directly from your website
- Send and receive files securely regardless of size
- Control, view and download everything your client has access to
- Clients can view and pay invoices online
- Easily share project progress and updates with your clients
CRM & Custom Intake Forms
- Add important follow-ups and events automatically to your calendar through CRM integration
- When a client is added to your CRM automatically trigger projects using project templates
- Automatically add potential clients to your CRM from intake forms embedded in your website
- Create circles for specific types of contacts
- Assign special permissions to each circle you create
Project & Task Management
- Project templates allow you to automate routine tasks
- Collaborate with your team and clients in a secure environment
- Easily track project milestones and never miss another deadline
- Delegate tasks and always know who is responsible for each part of the project
- Streamlined automated workflows reduces time spent onboarding clients
- Keep all files and communications in one place with secure client portal integration
Estimates, Billing & Time Tracking
- Integrations with online accounting software and multiple payment gateways
- Clients are notified when invoices are sent. They can view and pay directly on the secure portal
- Build templates for estimates and invoices to decrease time spent on administrative tasks
- Automatically convert estimates to invoices and send to clients upon approval
- Record the time your team has spent on project tasks and easily determine billable and non-billable hours
Calendar & Appointment Scheduling
- Google Calendar Integration allows you to set your hours so clients can conveniently schedule appointments with you
- Conveniently view all project deadlines and upcoming tasks with ease
- Ammend task deadlines or start dates with the convenient drag and drop feature
- Customise calendar views with various filters
- Securely share files online (GDPR)
- Utilise up to 1 TB of Cloud Storage
- Handle any file size or type
- Features convenient File Requests
- Organised folder structures
- Simple file versioning
- Drop and drag visual editor
- Email Campaigns Templates
- Lead collection lists
- Conveniently add existing clients from CRM into Email Marketing
- Build automated drip campaigns
Your Brand Identity
- Your URL
- Your Email Branding
- Your Logo
- Your Color Scheme
The best part?
There is no per-seat pricing so your platform is completely scalable with no additional costs!
Unlimited staff members
1TB of cloud storage
Speak to us
Connect with us and we will provide you with a free consultation
Let us understand your business and how it functions
Develop workflows from patterns discoverd in your business logic
Request a complimentary consultation
Questions and Answers
How many staff accounts can I have?
You can have as many projects, clients and teammates (staff) as you like.
Is it charged per user?
No the pricing is monthly or once-off depending on the package you choose and includes unlimited projects, clients and teammates.
Are all of the features included?
Yes, you will have access to take advantage of all of the features!
How many files can I upload?
If you ever need more, we can make that happen!
Is my data secure?
Definitely, all of your data and files are transferred via 256-bit SSL encryption (the same level of security used by most banks), and all data is stored on HIPAA and EU Privacy Shield compliant servers.
Is the digital business solution GDPR compliant?
Why yes it is, all data follows the General Data Protection Regulation and is securely stored.
How can my clients pay invoices?
Clients can make online payments from their assigned invoices using any of the gateways you set up.
We have PayPal, Braintree, Stripe, and Authorize.net as built-in payment gateways.
Does the digital business solution integrate with Third-party apps?
Indeed it does, WordPress, Zapier, SendGrid, Intuit Quick books, Braintree, PayPal, Authorize.net, Google Calendar and more.