Features
Accounting
- AP / AR
- Revenue Tracking
- Billing and Invoicing
- General Ledger
- Online Banking
- Bank Reconciliation
- Sales Tax Management
- Fund Accounting
- Expense Tracking
- Audit Trail
- Time Tracking
- Cash Flow Mgmt
- Tax Management
- Stripe Integration
- Budgeting
- Financial Reporting
- Payroll Management
- Chart of Accounts
- Expense Claims
- Cost Tracking
- Journal Processing
- Role-Based Access
- Multi-Entity Mgmt
- Invoice Creation
- Data Protection
- Balance Sheet
- Point of Sale (POS)
- Subscription Billing
- Transaction Mgmt
- Financial Management
CRM & Sales
- Lead Qualification
- Segmentation
- Contact Management
- Interaction Tracking
- Lead Management
- Lead Capture
- Client Management
- Contractor Database
- Contractor Mgmt
- Customer Database
- Customer History
- Customizable Branding
- Custom Reports
- Lead Generation
- Opportunity Management
- Referral Tracking
- Subcontractor Mgmt
- Supplier Management
- Marketing Automation
- Email Marketing
Inventory
- Inventory Tracking
- Purchase Order Mgmt
- Purchasing
- Barcode/Ticket Scanning
- Tagging
- BOM Analysis
- Billable Items Tracking
- Bill of Materials (BOM)
- Receiving
- BOM Creation
- Components Tracking
- Distribution Mgmt
- Inventory Control
- Item Management
- Fixed Asset Mgmt
- Parts Management
- Shipping Management
- Warehouse Mgmt
- Supply Chain Mgmt
- Demand Forecasting
Project Management
- Project Profitability
- Budget Management
- Kanban Boards
- Milestone Tracking
- Ticketing
- Project Planning
- Collaboration Tools
- Quoting & Estimating
- Resource Management
- Project Reporting
- Budget Tracking
- Change Management
- Work Order Mgmt
- Deadline Management
- Job Costing
- Job Management
- Job Scheduling
- Job Tracking
- Project Estimating
- Project Tracking
- Progress Tracking
- Production Scheduling
- Gantt Chart
- Agile Methodologies
- Supports Scrum
Human Resources
- Compliance Tracking
- Benefits Management
- Compensation Mgmt
- Performance Mgmt
- Employee Database
- Applicant Tracking
- Time Off Management
- Time & Attendance
- Recruiting
- Employee Onboarding
- Qualification Tracking
- Candidate Screening
Reporting & Analytics
- Data Analytics & BI
- 360° Feedback
- Customizable Fields
- Surveying
- Real-Time Analytics
- Real-Time Monitoring
- Real-Time Notifications
- Projections
- Dashboards
- Data Visualization
- Real-Time Data
- Sales Trend Analysis
- Data Import/Export
- Notes Management
- Search/Filter
Workflows
- Workflow Mgmt
- Campaign Analytics
- Campaign Mgmt
- Configurable Workflow
- Custom Templates
- Forms Automation
- Forms Management
- Role-Based Access
- Integration Ability
- Email Automation