Industry Module
B2B & Professional Services
Proposals, project-based billing, and service CRM for B2B and professional services firms.
What's Included
Proposals & Contracts
Project-Based & Service Billing
CRM & Sales Pipeline
The same CRM module used across the platform.
HR & Payroll
Finance & Accounting
Related Modules
CRM
Manage leads, opportunities, and pipeline with customer communication and activity tracking.
Learn moreProject Management
Kanban boards, sprints, and issue tracking — with visibility scoped to each project's actual team members.
Learn moreFinance & Accounting
Complete financial management with GL, AP/AR, bank reconciliation, multi-currency, and advanced financial reporting.
Learn moreLimited Onboarding Slots Available
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