Do Business Without All The Extra Nonsense

After a 20+ year career in Fortune 500 management plus many startups under my belt, l now specialize in Solo & Small Business mentoring from Startup, to Growth, to Profit and even Exits.

• Tracks clients, prospects and contacts. All communications, calls, tasks, meetings and documents associated with them.
• Has a built-in customizable sales pipeline to track opportunities, sales and forecast revenue.
• Creates and keeps track of all NDA's, contracts, brochures, proposals and invoices you send out - with e-signatures!
• Creates contact forms you can embed in your web site that capture leads.
• Sends out custom electronic invoices that can be hourly, retainer, subscriptions etc.
• Has a help desk function so clients can email or text questions/queries and open tickets you can track and respond to.
• Has a central calendar that syncs directly to your Microsoft 365, iCal or Google Calendars.
• Syncs directly with your Gmail or Outlook email accounts.
• Uses Google Meet, Zoom and Microsoft Teams for online meetings and webinars.
• Has a companion mobile app for your phone so everything about your business can be run from your pocket when you’re not at your desk.
• Tracks all income and expenses, gives you a P&L and integrates directly into Quickbooks or Xero accounting for your bookkeeper.
• Keeps track of all your vendors, contractors and payables.
• Has built in project management to track client or vendor projects and tasks - even tracking billable hours with a timer.
• Gives you a full business phone number that you can use, send to voice mail, send/receive texts or forward to your cell phone.
• Provides a calendar scheduler so you give someone a link (or embed in your web site) and they can pick a free day and time and set up a meeting/call with you!

That's a List!

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