Project, customer and billing management for software companies

The daily problems of software and tech companies

Project-based teams and companies selling services around their product share the same mess: the work is tracked in one place, the customer in another and the money somewhere else again.

• Following the stages and budget of client projects
• Support requests lost between email and chat
• Getting the quote and agreed scope reflected correctly on the invoice
• Spotting unpaid invoices too late
• Customer details and history not shared across the team

How the recommended modules work for your team

Projects and tasks splits work into stages, assigns tasks to the team and shows the flow in a kanban view. Support tickets from customers are closed in the same place, and you track the project budget.

Customers keeps people and company cards, tags and segments, and the account balance. Each customer's projects, invoices and messages appear on one card.

With Quotes and e-Invoicing you prepare a PDF quote, get it approved and turn it into an invoice in one click. In Turkey, e-Invoices go straight to the tax authority, and collection tracking is on the same screen.

From project to payment in one record

The modules know each other: customer card, project, quote and invoice live in the same account. You see a customer's open work and balance in one place, and Reports gives you project and profitability reports in every plan.

You decide who on the team sees what: start with ready-made role templates and open actions like exporting or viewing balances with separate permissions. Every change is logged.