Pricing
Indie
$15/month
SIGN-UP
No credit card required
- Unlimited Customers
- Unlimited Products
- White Glove On-Boarding
- Free Training & Support
Agency
$50/month
SIGN-UP
No credit card required
- Unlimited Customers
- Unlimited Products
- Client Portal
- White Glove On-Boarding
- Free Training & Support
- Time Tracking
- Email, Chat & Calendar
- 10 Team Members
- Vendor Directory
- Purchase Orders
- Expense & Cost Variance
- Tasks & Projects Module
- White Label
- Custom Domain
Team
$30/month
SIGN-UP
No credit card required
- Unlimited Customers
- Unlimited Products
- Client Portal
- White Glove On-Boarding
- Free Training & Support
- Time Tracking
- Email, Chat & Calendar
- 5 Team Members
Indie
$153/year
SIGN-UP
No credit card required
- Unlimited Customers
- Unlimited Products
- White Glove On-Boarding
- Free Training & Support
Agency
$510/year
SIGN-UP
No credit card required
- Unlimited Customers
- Unlimited Products
- Client Portal
- White Glove On-Boarding
- Free Training & Support
- Time Tracking
- Email, Chat & Calendar
- 10 Team Members
- Vendor Directory
- Purchase Orders
- Expense & Cost Variance
- Tasks & Projects Module
- White Label
- Custom Domain
Team
$306/year
SIGN-UP
No credit card required
- Unlimited Customers
- Unlimited Products
- Client Portal
- White Glove On-Boarding
- Free Training & Support
- Time Tracking
- Email, Chat & Calendar
- 5 Team Members
What’s Included?
Quotations
- Send Quotes
- Auto convert to orders on approval
- Track via link
Orders
- Detailed product description
- Internal notes per line item
- Internal proof mailing and approval
CRM
- Keep track of all your customer contacts
- History of past orders, quotes, and payments
- Save attachments and notes per customer profile
Workflow
- Track each order from start to completion
- Automatically notify the customer on status change
- Assign orders to employees or teams
Invoicing
- Send Invoice in seconds
- Accept payments via stripe
- Invoice in your currency
Client Portal
- View order progress
- View approved quotes
- Reorder and collect payment
Item Directory
- Create an item directory with attributes
- Categorize products or profit centers
- Conditional logic attribute pricing
Activity Stream
- View all changes by admin or employee
- Track history for the past 90 days
- Restrict activity stream access
Employee Portal
- Each employee gets login credentials
- Employee permission settings
- Employee clock-in and clock-out (Q4 2019)