Work Management | Daybooks

Manage your firm & clients in one place

Organize your work effortlessly by handling clients, tasks, invoices, files, proposals and other tasks with our all-in-one work management solution (CRM).

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Projects Management

It helps with project planning and scheduling, establishing clear goals, easy task management.

Tasks Management

Task management software can help you manage workflows, monitor deadlines, track resources, and more.

Clients Management

It can be used to keep track of the details of projects and track the preferences of each customer.

Generate Documents

Emailing documents to clients is easy and quick

Generate a proposal, contracts, estimates, & Invoice, to your customer through e-mail as a PDF file, which can be authorized by the client using an e-signature.

Generate Document

Generate a proposal, contracts, estimates, and invoice, in PDF format.

E-Signature

Facilitate customer approval with e-signatures.

Premade Template

Pre-made templates enable easy creation of proposals and invoices etc.

CRM

Customer relationship management

Customer relationship management (CRM) manages customer relations and interactions, streamlines business workflows, and boosts customer satisfaction.

Centralized client management

Centralized management of clients can be made more efficient when utilizing Customer Relationship Management (CRM) software.

Track Client Work Progress

Easily and conveniently keep a continuous track of the progress of the client in real-time without any difficulty whatsoever.

Get Client Files Securely

Receive accounting documents or files securely and effortlessly from customers using our CRM.

Task & Project Management

Unified comprehensive solution for all work domains

Team productivity is enhanced using our work management system as it enables efficient execution of tasks, projects, and processes, thereby enabling the successful accomplishment of shared goals at scale.

Work Efficiently

It is entirely possible to accomplish tasks with maximum efficiency by integrating all work functions into a cohesive system.

Intuitive Work management

Organize and oversee the tactical aspect of work, including daily duties, utilizing user-friendly work management technology.

Secure file sharing

File sharing with your clients

Sharing files with customers or clients is an important aspect of business communication and collaboration. By having an efficient file sharing system in place, companies can save time, increase productivity, and improve client satisfaction.

Secure

Our cloud security deploys SOC 2, ISO 27001, and PCI-DSS certified data centers and encrypts all data at rest, ensuring top-level protection.

Convenience

Managing customer files according to customer tasks provides a convenient approach(CRM).

Frequently Asked Questions

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