Custom products should get custom treatment. We let you build your pricing the way you want, quickly, so you can get back to doing what you love.
Build sophisticated pricing structures with the flexibility of spreadsheets, right within each line item. Easily reference material and labor costs within each product template, ensuring consistent and up-to-date pricing across your entire catalog. Saving you time and eliminating pricing errors.
Manage projects and create accurate invoices effortlessly. Track employee time, bill customers with ease, and assign staff to tasks and checklists. Centralize project communication by attaching files, notes, and setting reminders, ensuring everyone stays on the same page.
Impress clients and get paid faster by creating and sending professional invoices and proposals in minutes, delivered directly to your clients' inbox via PDF or web link. Customizable with photos, flexible tax rates, multiple payment options, and even set up recurring invoices for ongoing revenue.
Get paid easily and offer your customers flexible payment options. Enable your customers to view and pay invoices online through a secure web link. Accept payments via popular processors like Authorize.net, PayPal, and Stripe. Automated PDF receipts ensure a professional and efficient payment experience.
Gain valuable insights into your business performance. Access a suite of comprehensive reports, including sales item reports, total income reports, customer-specific reports, and lead conversion tracking. Use the custom date picker to analyze data over any period and make data-driven decisions to grow your business.
Flexible and Affordable Pricing to Meet Your Business Needs. Either Agency or Individual, we got you covered !
Spreadsheets are powerful, flexible, and familiar... but they weren't built to scale with your business.
In our CRM, each line item includes a built-in spreadsheet you can open to see the exact pricing breakdown. It stays attached to the quote or invoice, keeping everything centralized, consistent, and organized.
Here are two common ways traditional spreadsheets cost you money:
Scenario #1:
You save a separate spreadsheet for every line item in every quote. As your business grows, you're juggling hundreds or thousands of files. Need to make a quick change? Good luck finding the right version. Add a team, and suddenly everyone's using their own naming systems and folder structures. This chaos leads to costly errors, wasted time, and missed revenue.
Scenario #2:
You try the opposite by making a single pricing spreadsheet for all quotes. But when pricing changes, history is lost. A customer reorders, but the prices are different. Your team can't explain why because the original numbers were overwritten. Now you're guessing, relying on memory, or worse - working at a loss due to outdated info.
Our CRM gives you the best of both worlds: spreadsheet flexibility, without the chaos. Keep your pricing accurate, your team aligned, and your business growing.
Everything. Both plans give you full access to all features-no hidden fees, no per-user charges, and no confusing add-ons. Just one simple price for everything we offer.
It mainly comes down to how much help you want to get started.
Standard Plan: Great if you prefer a hands-on approach. You'll import your own customer data and set up your own pricing spreadsheets.
Pro Plan: Perfect if you'd rather have us do the heavy lifting. We'll import all your customer info and work with you to build custom pricing spreadsheets tailored to your business.
This software is built for companies that need more than just basic "Price x Quantity" estimating. If your pricing requires custom calculations, materials and labor breakdowns, or anything more complex, this is for you. We've designed it to feel familiar-because it's built on the logic of spreadsheets. If you've used Excel or Google Sheets, you'll feel right at home. No need to learn a proprietary system or sit through hours of training. And if you do want help, there are thousands of spreadsheet tutorials already available online to guide you.
If you have any questions or comments, feel free to send them our way!
1222 Railroad St.
Enumclaw, WA 98022