Custom domain
Use an address of your own instead of the one included in the plan.
DiscoverManagement area
Automations
Rules that spare you from re-entering data: an accepted quote becomes a project, a rejected invoice alerts you.
What you can do
Accepted quote → project with tasks and budget
Rejected invoice → email with the reason and what to do
Run log and a switch for each rule
More features in the Management area
All 19 featuresCustomer messages
One conversation with each customer, in the portal.
DiscoverCompany details
Company records, address and tax data, always up to date.
DiscoverWant to see Automations live?
Try free for 30 days: no credit card needed to start.
Try free for 30 days