SOFTWARE BENEFITS

Establish a common database to manage client relationships and promote your company.

Track all client correspondence and documents in a central place for easy reference and quick retrieval.

Build and manage your business opportunities to maximize your pipeline and bring in new business.

Quickly access and manage client information on any mobile device.

Automate the production of government forms.

Integrate with Microsoft Outlook or Salesforce.

Quickly convert Opportunities to Projects maintaining all related information and documents.

Establish budgets, fees, forecast, and summary or detailed work plans for an opportunity.