Available for custom implementation
Hosting & Digital Services Company ERP
Clients, invoices, commissions and a client portal in one system
Clients, invoices, commissions and a client portal in one system.
The challenge
Invoices, renewals and marketer commissions are scattered across sheets and messages.
How the system solves it
Billing, quotes, a client portal and profit reports in one place.
Key features
- Client management with a portal for each client
- PDF invoices and quotes, quote-to-invoice conversion
- Marketer commissions
- Multi-currency, expenses and profit reports
- Email and WhatsApp notifications
- A branded public website for each company
Problem it solves
Invoices, renewals and marketer commissions are scattered across sheets and messages.
Solution: Billing, quotes, a client portal and profit reports in one place.
Features
- Client management with a portal for each client
- PDF invoices and quotes, quote-to-invoice conversion
- Marketer commissions
- Multi-currency, expenses and profit reports
- Email and WhatsApp notifications
- A branded public website for each company
Modules
- Clients
- Invoices
- Quotes
- Expenses
- Commissions
- Currencies
- Reports
- Client portal
- Public websites
- Notifications
- Two-factor login
- Activity log
Target audience
- Hosting companies
- Digital service agencies
- Businesses selling recurring services