Finance

 

Customized data filters that narrow down by day, month, and year to date, which makes it easy to forecast revenue

 

Advanced search functions that can track down any transaction in seconds

 

Bottleneck alerts that show what’s delaying your inbound cash flow

Operations

 

Provides clear steps to ensure that all employees follow the same processes

 

Streamlines submissions to supervisors and managers for approvals

 

Creates a central location for all of your documents and data, which drastically reduces—and, in many cases, eliminates—paperwork

Sales

 

Real-time billing updates that generate predictions of future billable income.

 

Detailed logs that list each time prospects and customers have been contacted and automatically create next steps for contact.

 

Task trackers for all of your accounts, from the first handshake to delivery follow-up

Human Resources

 

Improves employee engagement by displaying clear tasks so that everyone knows how they fit into the big picture

 

Seamlessly connects remote and field employees to the main office

 

Provides team and individual benchmarks and determines if those benchmarks are being met