Features
What makes
Dynamic Forms
Effortlessly capture the precise client and case information you need with custom forms that adapt to any situation.
Billable System
Capture every billable minute with precision, ensuring accurate invoicing and maximized revenue for your firm.
Project Management
Organize every case or client matter with clear timelines, tasks, and deadlines to ensure nothing is ever missed.
Prospects Tracking
Seamlessly manage your pipeline of potential clients and referrals, from first contact to signed engagement.
Empowered for professional services
You shouldn’t need a PHD to operate your CRM needs. the intuitive CRM designed to streamline your practice. We empower professional services firms to unify client management, project delivery, and business development in one simple, flexible platform, so you can focus less on administration and more on what truly matters: your clients.
