- Client Management
- Project Management
- Workflow Approval System
- File Upload Tool & Project Submissions
- Task (To-Do) Feature
- Time-Billing Tool
- Invoicing Feature
- Payment Gateway Integration
- Support Ticket System
- Staff Management
- Communication & Messaging
- Powerful Reports
- Design Customization & Integration
- Easy Installation Tool
Freelance Suite allows you to manage all aspects of your client base. You can easily add, edit, and manipulate client profile information as well as track all related projects, invoices, and workflow approval queues. Need to contact all your clients at one? Want to e-mail a specific type of client? Our client communication tools are abundant.
As a comprehensive project management application, we didn't leave anything out in the project features. You can manage all aspects of the project, from progress, cost, parameters, completion timeline, project manager, etc. We've included some great reports to help you manage your projects.
Workflow Approval System
This unique feature helps set Freelance Suite apart from our competition. When a staff member or project manager has completed a task or revision for a client, the "submission" is sent to the client for review. The client is able to view the associated uploads and determine if the submission meets their standards. The client will approve or reject the submission before the comments are returned to the staff member. This automated solutions saves everyone time and ensure efficient operations!
File Upload Tool & Project Submissions
A great feature included in Freelance Suite is the ability to upload files to the system. You can associate these uploads with a project submission. Project Submissions are also known as drafts, concepts, or revisions. The files can be viewed by clients, when appropriate, and by staff members, stored efficiently and securely. This tool integrates exceptionally with our Workflow Approval System.
Task (To-Do) Feature
We've developed a Task feature that enables you to streamline your work operations. Project Managers or Staff members can create tasks to complete based on a specific project, client, or from scratch. The tasks may be monitored for progress and can be assigned to any staff member. We've added a nice tool to allow staff users to create an invoice in only a few clicks based on a task!
Does your company bill by the hour or do you account for your employees' time? This feature enables your team create records based on a client, a project, or a specific task. We've developed powerful reports to make this tool even more useful.
Invoicing is one of the most common tasks performed by Freelance Suite. Staff users can create invoices based on projects, time-billing data, or from scratch. The invoices are tracked easily and available to clients to pay online.
Payment Gateway Integration
We've made it simple for your clients to pay their invoices online. We currently support Paypal and 2Checkout. You have the option of which gateways to enable for your clients.
Support Ticket System
Our support ticket system allow clients to request support, efficiently and effectively. Staff users can reply to clients' concerns by priority. The system features full priority management, ticket assignments, and results tracking. If you have your own external support system, you can easily disable our internal system and integrate your own!
Our system makes it easy to add staff members, or project managers. You have flexibility over the permissions of each staff member, for added security.
Communication & Messaging
We know the importance of facilitating effective communication with your clients. We've created many tools to ensure you are as effective and efficient as possible, with a system that's extremely easy to use for everyone! We've developed two enhanced modules: System Announcements, and My Messages. The system announcement tool allows staff members to post announcements for all clients to review. The My Messages feature is a internal messaging system. Clients can send messages to staff members, providing the company with a nice way to track communication. Client and Staff users have the ability to store messages, reply, delete, or write new messages.
We have developed a powerful and comprehensive reporting solution. Our reporting solutions span from time billing and sales statistics to support system usage.
Design Customization & Integration
Freelance Suite has a solid CSS and Template base that can easily be customized to fit in with your website or design.