Share progress & updates and documents seamlessly with clients.
Manage client relationships and contact details effectively.
Track income, expenses, and overall financial health.
Manage job postings, applications, and new hires.
Central hub for employee details, tasks, and updates.
Organize, prioritize, and track tasks and projects.
Create plan and track social media posts and campaigns.
Monitor sales goals, pipelines, and revenue growth.
Track key performance metrics to measure success.
Set, monitor, and achieve business objectives efficiently.
Review and analyze quarterly progress and performance.
Create, send, and manage professional invoices.
Standardize workflows with documented processes and SOPs.
Generate customized client proposals quickly and efficiently.
And much more..
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Add your teammates to your template workspace
Whether you're an agency owner, solopreneur, freelancer, or small business owner, we've got you covered.
Share Documents and Task Progress to Client With Ease
A dedicated space for clients to track tasks progress, get meeting details and view shared documents, ensuring smooth communication and transparency throughout the project.
Powerful Sales Pipeline
Efficiently manage and track leads through every stage of your sales process, from prospecting to closing.
Seamless Communication With Your Employee
A centralized hub for employees to access tasks, track performance, view company updates, and manage personal information, fostering seamless communication and organization within your team.
Includes a Professional Proposals Template
Quickly create a proposal with the included proposal template and get a estimated value based the the selected services.
Support That Lasts
Setup instructions (coming soon)
Our templates includes a setup instructions which will guide you on how to setup and start using it.
Unlimited free updates
All out template gets free updates for lifetime.
We provide lifetime support for any help or queries regarding our template.
Pay once, use forever