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Business Mandats

This module gives you a global and detailed view of the performance of each case in real time.

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CRM ​
  • Address management, contact tracking

  • Dynamic calendar

  • Processing and archiving of mail and sending by e-mail

  • Direct access to offers and invoices from the Address file

  • All the features of Business Contacts

Mandates
  • Optional module for  Business Light , Business Standard  or Business PRO

  • Management of projects, sites, files ...

  • Association of profit and cost centers

  • Budget in hours and in francs

  • Many free sections for optimal customization

  • Dashboard with financial information: per employee, per service, per period ...

  • Related documents processing window: offers, invoices, orders, creditors invoices

  • Permanent indication of the margin

  • Budget comparison

  • Financial summary

  • Situations

Timesheet​
  • Comprehensive or simplified entry window

  • Entry via stopwatch, calendar, smartphone or tablet ...

  • Reports according to various criteria: by mandate, by employee, by client, by service ...

Various
  • Transmission to the Staff program of variables per employee: hours, costs, absences, etc.

  • One-click invoicing of all billable events for one or more mandates

  • Possibility of grouping items on the invoice

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​​from CHF 2'500.- or CHF 56.- monthly
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