Client Portal: A white-label portal for clients to access files, projects, invoices, and communicate securely.

CRM (Customer Relationship Management): Manages client information, interactions, and relationships throughout the customer journey.

Project Management: Tools for organizing projects, assigning tasks, setting deadlines, and tracking progress.

Task Management: Manages and tracks individual tasks within projects or as standalone items.

Invoicing & Billing: Features to generate invoices, track payments, manage subscriptions, and process payments.

Estimates & Proposals: Tools to create and send professional proposals and estimates for client approval.

File Sharing: Securely share and organize files and documents with clients and team members.

Team Collaboration: Facilitates internal communication and collaboration among staff.

Communication & Messaging: Includes features for real-time chat, project-specific messaging, and secure private messaging.

LMS (Learning Management System): Creates and delivers training courses or onboarding materials for staff or clients.

Marketing Automation: Includes tools for drip campaigns, email marketing, and automated messages.

Automation: Allows for automating repetitive tasks across different modules, such as triggering actions based on client interactions or project milestones.