Features

Agency CRM features, built for how Bangladesh does business

Clients, invoices, renewals, payments, projects and the team that runs them, in one place. Everything below is on every plan; only text messages, online payments and premium invoice designs wait for Growth, so nobody finds out at the worst moment that what they need costs more.

  • 14-day free trial
  • No payment to start
  • Pay by bKash or bank

The essentials

Six things every agency needs to get right

Each has a page of its own that explains how it works, with the questions agencies ask about it.

  • Invoicing

    Invoices with your bKash, Nagad and bank details on them, part payments and reminders for anything late.

    • Payment details on every invoice
    • Part payments that add up
    • Reminders for late invoices
    More about invoicing
  • Renewals

    Domains, hosting and retainers in one list, with reminders 30, 15 and 7 days ahead for yearly services and 7, 5 and 3 for monthly ones.

    • Three reminders before the date
    • By email, and by SMS on Growth and Agency
    • The margin on every renewal
    More about renewals
  • Client portal

    A private portal where clients see their invoices, services and payments, and raise support tickets.

    • Invoices and payments
    • Services and renewal dates
    • Support tickets
    More about client portal
  • Leads and projects

    A lead pipeline that turns enquiries into clients, and projects billed by milestone.

    • A pipeline board
    • Milestone invoices
    • Profit you can see
    More about leads and projects
  • bKash and Nagad payments

    Your bKash, Nagad and bank details on every invoice, and every taka recorded against the right client.

    • Straight to your account
    • Transaction IDs kept
    • Checked before it counts
    More about bKash and Nagad payments
  • Team and security

    Roles for your team, two-factor sign-in, a record of every change and a database of your own.

    • A database of your own
    • Two-factor sign-in
    • A record of every change
    More about team and security

And the rest

Everything else that comes with every plan

Smaller than the six above, and just as much a part of an ordinary working day.

  • Support tickets

    Client requests with categories, priorities and one thread each.

  • Reports

    Income, expenses, profit and margin for any period.

  • Expenses

    Costs by client, project or service, in taka or dollars.

  • SMS reminders

    On Growth and Agency: BulkSMSBD, Alpha SMS, MiMSMS, REVE SMS or your own gateway.

  • WhatsApp, ready to send

    Messages written for every client who is owed a word.

  • Email that sounds like you

    Your signature on every email, and a log of what was sent.

  • On-screen signatures

    Invoices signed by you and by your client.

  • Multiple currencies

    Invoices in dollars, reports in taka, rates kept.

  • Audit log

    Who changed what, and when.

Try it with your own clients for 14 days.

Setting up takes a few minutes, and no payment is needed to start.