Mac and Windows - cloud or local
Business Mandats
This module gives you a global and detailed view of the performance of each case in real time.
CRM ​
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Address management, contact tracking
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Dynamic calendar
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Processing and archiving of mail and sending by e-mail
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Direct access to offers and invoices from the Address file
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All the features of Business Contacts
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Mandates
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Optional module for Business Light , Business Standard or Business PRO
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Management of projects, sites, files ...
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Association of profit and cost centers
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Budget in hours and in francs
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Many free sections for optimal customization
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Dashboard with financial information: per employee, per service, per period ...
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Related documents processing window: offers, invoices, orders, creditors invoices
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Permanent indication of the margin
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Budget comparison
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Financial summary
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Situations
Timesheet​
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Comprehensive or simplified entry window
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Entry via stopwatch, calendar, smartphone or tablet ...
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Reports according to various criteria: by mandate, by employee, by client, by service ...
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Various
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Transmission to the Staff program of variables per employee: hours, costs, absences, etc.
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One-click invoicing of all billable events for one or more mandates
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Possibility of grouping items on the invoice
