Take the video tour

 

Choose the feature category you wish to view...

Overview

  1. Business Management System Overview

Customer Relationship Management (CRM)

  1. Using Quickview
  2. Add New Client
  3. Use Advanced Search

Collaboration

  1. Add Users
  2. Repeating Events

Products

  1. Add Product Categories
  2. Add Products

Email Marketing

  1. Email Tools

Accounting

  1. Create New Sales Order
  2. Add New Receivable Invoice
  3. Record Receipts
  4. Run Aging Report
  5. Email Invoices
  6. Exporting to QuickBooks