Client Management Software is what you need. A fully loaded Go Business platform is what you get.
Go Business
360° BUSINESS MANAGEMENT SOLUTION (CRM, PROJECT MANAGEMENT, BILLING/INVOICING, CLIENT PORTAL, TEAM CHAT, FILE MANAGEMENT, CLIENT PORTAL & COMMUNICATION)
- We'll show you how to organize your business, collaborate with your team, automate processes and meet your customers' needs using Go Business's pre-designed automation and integration tools.
- Go Business will empower you with all the tools you need to run your business profitably.
- More than client portal software, Go Business is a fully integrated cloud platform that will fully meet the software needs of most SMBs.
FAQ
Solutions - Go Business solves this problem by combining the most commonly used business tools into a cloud-based software platform that is pre-integrated with practical built-in automation capabilities.
Go Business replaces the core features of multiple business software's that you may be using.
- Client Portal's
- Advanced File Management
- CRM/Customer Management
- Project management
- Time tracking and billing
- Estimate and Invoicing
- Email Marketing
- Automatic Replies
- Live Team Chat
It's quite logical if you can figure out how much money you 'll save. On top of it the productivity that will increase.
The customer portal is where it starts, but certainly not where it ends. Go Business just not only handle's all the needs of your internal team but also close the communication and interaction gap with clients & customers
Features
CRM
- Automatically add a contact or customer to an email/auto-reply list
- Automatically grant clients access to a set of resources/pages/files precompiled through the client portal
Customer Portal Software
- Automatically assign your customers permissions to view/access one or more pages of content
- Automatically assign your client permission to view/download a file or set of files
Estimate, Invoice and Billing
- Create and publish estimates for customers on the client portal. When approved, the budget will be converted into an invoice that they can pay directly on the portal
Project Management Software
- Project templates allow you to create new projects with pre-populated tasks and you can plan due dates and timelines.
- Repeated tasks make it easy to set up daily, weekly, or monthly without having to remember to create tasks
Email Marketing
- Automatically add CRM contacts to multiple email marketing lists and take them to your campaign ecosystem immediately
- Autoresponders allows you to send an automatic drip email campaign to the list
Periodic Billing
- Inbuilt integration's and automation
- No need to configure endless integration's, implementing API, or install widgets to connect to third-party software's
- Periodic invoices will generate new invoices repeatedly based on their
File Sharing
- Inbuilt integration's and automation
- No need to configure endless integration's, implementing API, or install widgets to connect to third-party software's
- Automatically share files with customers and employees through user-specific permissions or through “Circle's” functionality which is essentially groups
- New file uploads automatically trigger email notifications to the appropriate assigned user
- When the client loads a file, the administrator will be notified immediately and the file will be automatically displayed at login