Current Features

The following features are currently available in the platform and ready to use as a free beta user. We are currently releasing new features and modules every 2-3 weeks. Sign up for our release newsletter below to find out about new features.

  • Client profiles that let you save notes and track hours for services, save all client account logins, save client assets, and the upload reports and contracts.
  • The ability to setup services and manage the start date, end date, auto-renewal, and billing rate of those services. (Stripe integration coming by Sept 1, 2019)
  • The ability to setup service to be billed one-time, hourly per month, or as a flat monthly rate. Service billing can also be designated to start at the beginning or end of a period.
  • A dashboard to see active services, monthly revenue, a services breakdown, hours by staff members, new clients & services, and your agencies top clients.
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Digital Agency CRM Preview

Browse through the following screenshots to see what we have released so far or just sign up for a free account to explore.

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