Integrating Your Invoicing, Proposal, and Client Management Systems

Running a small service business can be a complex task, especially when it comes to managing client relationships and keeping track of finances. It’s not uncommon for service business owners to use multiple systems to manage invoicing, proposals, and client data. However, using separate tools for each aspect of your business can lead to duplicated […]

Proposals now support (multiple) currencies

Proposals are an important step in the client lifecycle as they provide a detailed overview of the project scope, timeline, and costs for the client. Proposals are often used to secure new business and can help to establish trust and credibility with potential clients. They provide a clear and detailed understanding of the project, which […]