Kits by sector
Module combinations already thought through for how your trade works. You can change them whenever you like.
Every kit includes CRM, Calendar, Tasks and Inventory at no extra cost.Kit for psychologists
Solo practices and small clinics that keep their own diary and invoice session by session.
The diary lives on a phone, the records in a notebook, and the invoices in a spreadsheet that has to be redone every quarter. When someone cancels at the last minute, nobody knows which slot just opened up.
- Session diary with reminders, alongside the rest of your work
- A record for each person with their contact history
- Sequential, compliant invoices issued in one step from the session
Kit for law firms
Firms that bill by the hour and need to justify every one of them to the client.
Hours are written down from memory on Friday, the bill gets argued over because nobody remembers what happened on the 12th, and retainers are tracked somewhere else entirely.
- Hours per case and per client, in a weekly grid
- Every correction to hours is recorded with its author and previous value
- Bills and retainers with sequential numbering, ready for Verifactu
Kit for marketing
Agencies and marketing teams running several clients at once with overlapping deliveries.
Every client has their own board, hours aren't logged against anyone, and at the end of the month nobody knows which account was profitable and which one ate the team.
- One method per project: Kanban, Scrum, Scrumban, Shape Up or Waterfall
- Import the project into the timesheet with its team already assigned
- Invoice the client in the same tool where your team logs its hours