One connected system for clients, engagements, billing and people.
Bring leads, client records, service jobs, milestones, timesheets, invoicing and employee administration into a configurable platform for professional services.
Product Overview
Bring leads, client records, service jobs, milestones, timesheets, invoicing and employee administration into a configurable platform for professional services.
Designed for: Accounting, tax, audit, consulting and other engagement-driven practices.
What CRM & HRMS Platform Does
CRM and practice management
Manage leads, clients, engagements, milestones and reusable templates.
Billing and time
Track timesheets, approvals, rate cards and proforma or final invoices.
HR and governance
Manage attendance, leave, employee records, roles and audit logs.
Embedded AI
Lead duplicate detection, voice-to-text timesheets, notification prioritization, document summaries and resume reading.
How It Works
- 1Convert leads into clients
- 2Plan and deliver engagements
- 3Capture time and approvals
- 4Invoice and report
Product Note
Currently available AI capabilities: lead duplicate detection, voice-to-text timesheets, notification prioritization, document summaries and resume reading. Further capabilities (enrichment, churn risk, billing anomalies, document reader, HR chatbot, face punch-in and leave planning) are under development.
Explore More in AI Workforce & Business Management
Explore CRM & HRMS Platform with our team.
Discuss your existing systems, requirements and a suitable pilot or demonstration.