Project management, scheduling, customer relationships and invoicing, built on the same data platform as the rest of our products. Each one has a working demonstration you can try right here.
Project Management
Projects, tasks and milestones on a shared board, with time logged against estimates and a review step before anything is marked done.
Tasks move from To do to In progress, In review and Done, with the owner and due date on every card.
Team members send work for review. Only the project manager approves it or sends it back.
Hours are logged per task and compared with the estimate and the project budget.
A milestone can only be marked reached when every task in it is done, and the client is notified.
Clients can follow progress and comment without being able to change anything.
Open tasks by person, priority and project, with a list of everything overdue.
Every task has an owner, a priority and a due date, and the project manager can reassign it at any time.
Every move, time entry and comment is recorded on the task and in the audit log.
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This is a working demonstration. Everything you do is saved in your own browser only, and all people, companies and records are fictional.
Scheduling
Customers book a service at a time that is really open. Staff see their day, and managers control services, working hours and time off.
Customers choose a service, a day and an open time, with a specific person or anyone available.
A time disappears as soon as it is taken, and nothing can be booked outside working hours or on a day off.
A grid of the day by staff member, showing bookings, open time and time off.
Appointments move to another open time, and the freed time is offered again immediately.
Managers add services and block days. Time off cannot be added over existing bookings.
Upcoming and completed appointments, revenue, cancellations and no-show rate.
Staff confirm bookings and record whether the customer attended. An appointment cannot be completed before it happens.
Customers and staff are notified when an appointment is booked, confirmed, moved or cancelled.
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This is a working demonstration. Everything you do is saved in your own browser only, and all people, companies and records are fictional.
CRM and Sales Pipeline
Contacts, deals and the conversations behind them, with a pipeline that shows what is likely to close and what has been forgotten.
One record per contact, with where they came from and every deal you have with them.
Deals move through Lead, Qualified, Proposal and Negotiation, with the value in each stage.
Calls, emails, meetings and demos are logged on the deal, with the next step and its date.
A list of what is due next, flagging overdue follow-ups and deals with none set.
Large deals need a manager's approval before they are closed, and lost deals need a reason.
Open pipeline, weighted forecast, win rate, value by owner and source, and why deals were lost.
Each deal has an owner. Reps work their own deals, and managers can work or reassign any of them.
Deals export to a spreadsheet, and every change is recorded in the audit log.
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This is a working demonstration. Everything you do is saved in your own browser only, and all people, companies and records are fictional.
Invoicing
Create invoices from a price list, send them, record payments and see exactly who owes what and for how long.
Line items, quantities and tax are calculated for you, and the due date follows the customer's terms.
Each invoice shows whether it is a draft, sent, partly paid, paid, overdue or void.
Full or partial payments by the customer or the office. A payment can never exceed the balance.
Reminders go out on overdue invoices and are counted on the record.
Only the finance manager can issue a credit or void an invoice, and a paid invoice cannot be voided.
Outstanding amounts by customer and by how long they have been overdue, with export.
Each customer has payment terms and a running total of what was invoiced, what is owed and what is overdue.
Every send, payment, reminder, credit and void is recorded on the invoice.
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This is a working demonstration. Everything you do is saved in your own browser only, and all people, companies and records are fictional.
One Foundation
These tools share the data platform that runs our advertising products and the systems we build for government agencies, so they share its controls too.
Each person sees and does only what their role allows. Try switching roles in any demo above.
Every change is recorded with who made it and when, and every record keeps its own history.
Dashboards are built in, and your data can be exported to a spreadsheet at any time.
Stages, services, price lists, roles and reports are set up around how your business already works.
Getting Started
We do the setup with you, so the tool matches your process from the first day.
We go through how you run projects, bookings, sales or billing today, and what you track.
We set up your stages, services, price lists and roles, and bring in your existing records.
Your team tries it on real work, and we adjust what does not fit.
You start using it day to day, with us on hand for changes and questions.
Tell us how you work today and we'll show you how these tools would be set up for it.
Contact Spotbookr Or email support@spotbookr.com