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Visual Sales Pipeline

See your entire sales process at a glance with customizable pipeline stages. Drag and drop deals between stages, set deal values, and forecast revenue with confidence.

• Unlimited custom pipeline stages
• Drag-and-drop deal management
• Weighted revenue forecasting
• Pipeline velocity tracking

360-Degree Contact View

Every interaction, email, call, and note in a single timeline. Know your customers deeply and never ask them to repeat themselves.

• Unified activity timeline
• Email and call tracking
• Custom fields and tags
• Company and contact hierarchies

Sales Automation & Workflows

Automate repetitive tasks so your team focuses on selling. From lead assignment to follow-up sequences, let automation handle the busywork.

• Auto lead assignment rules
• Drip email sequences
• Task creation triggers
• Deal stage automation

Reports & Analytics

Track team performance, pipeline health, and revenue trends with real-time dashboards and custom reports.

• Sales performance dashboards
• Custom report builder
• Win/loss analysis
• Team leaderboards

Estimates & Quotes

Create professional estimates, send for client approval, and convert to invoices with one click -- preserving every line item.

Recurring Invoices & Stripe Subscriptions

Auto-generate invoices on schedule with Stripe subscription sync, next-due tracking, and generation history.

Credit Notes & Retainers

Issue credit notes linked to invoices, track customer credit balances, and manage retainer deposits with auto-apply.

Late Fees & Payment Reminders

Auto-calculate late fees (flat or %) after configurable grace periods and send automated payment reminders.

Time-to-Invoice

Pull Time Tracker entries by project and date range, group by client, and generate invoices with billable rates in one click.

Payment Plans & Installments

Split invoices into installment schedules with auto-generated reminders and Stripe auto-charge per payment.

Drag-and-Drop Kanban

Configurable columns per status, card previews with assignee/priority/due date, and drag-drop updates across boards.

Interactive Gantt Charts

Timeline view with task bars, dependency lines, critical path highlighting, drag-to-reschedule, and cascade date updates.

Sprint & Iteration Management

Sprint backlog from kanban, sprint planning, velocity tracking, burndown charts, and retrospective notes.

Workload & Capacity View

Per-member capacity planning across all projects showing allocated vs available hours with overallocation warnings.

Portfolio Dashboard

Multi-project roll-up view with health status (on track/at risk/behind), progress bars, budget summary, and owner filtering.

Task Automation Rules

When-then rules -- 'when completed, assign next dependent task' -- with triggers on status, assignee, and date changes.

Embeddable Booking Widget

Public booking widget with responsive service selector, date picker, time slots, and confirmation -- embed anywhere with one line of code.

Google & Outlook Calendar Sync

Bidirectional sync so external events show as busy and bookings push to your calendar automatically.

Waitlist & Round-Robin

Customers join a waitlist when slots are full with auto-notify on cancellation. Round-robin assigns bookings by workload across staff.

Group Classes & Packages

Multi-customer capacity per slot with class rosters, plus multi-session bundle pricing with remaining session tracking.

No-Show Protection

Require credit card on file, charge configurable deposits at booking, and enforce cancellation policies with auto-charge for no-shows.

Recurring Appointments

Schedule weekly, biweekly, or monthly recurring series with edit-one-vs-all management and auto-reminders per instance.

Employee Directory

Centralized employee records with org charts and reporting structures.

Onboarding

Streamlined onboarding with checklists, document signing, and training.

Performance Reviews

Run performance reviews with customizable templates and 360 feedback.

Time & Attendance

Track attendance, time-off balances, and leave requests.