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1,000 Registered Clients
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| Allows up to, or an additional 1,000 registered client accounts. |
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Client Interaction
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Approval Processing
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| Unlock basic approval routing and processing for your records. |
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Automation
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Asset Management
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| Enables tracking of company assets and records associated to these items. |
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Financial
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Cold Calling Interface
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| Allows access to Cold Calling tools. |
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Sales
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Company Financials
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| Allows access to company financial records |
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Financial
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Document Templates
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| Allows creation of documents using document templates |
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Automation
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Employee Management
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| Track employment HR actions, leave requests and documents related to employees. |
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Employee Management
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Employee Scheduling
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| Allows management of employee schedules |
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Enterprise License
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| Allows access to all features. |
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General
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Job Management
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| Allows creating and managing jobs. |
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Jobs
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Knowledgebase Management
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| Allows creation of a public facing knowledgebase |
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Client Interaction
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Mailing List Messages (Basic)
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| Allows automatic sending of messages to mailing lists - Limited to 100 outgoing messages per day. You can increase this by purchasing the Mailing Lists +500/day feature. |
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Client Interaction
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Mailing List Messages - 500/day
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| Allows up to, or an additional 500 mailing list messages sent per day. You can purchase multiple copies of this, to increase this limit in steps of 500 messages per day. |
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Client Interaction
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Material Management
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Products
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Metric Reports
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Allows access to creating and viewing user and system metric reports and graphs.
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General
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Payroll Administration
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| Setup pay scales and manage payroll deductions. |
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Financial
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Product Management
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| Allows access to products and related sub-records. |
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Products
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Project Management
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| Track projects along with their associated tasks, employee assignments, and other related records. |
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Projects
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Reseller Management
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| Allows access to reseller management tools |
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Sales
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Scheduling Requests
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| Allows creating and managing customer scheduling requests for non-event based items. |
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Client Interaction
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