Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view.
Office viTTeck allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item.
Create recurring invoices that will be re-created automatically without you lifting a finger, based on the specified period for the recurring invoice. The period time could be days, weeks, months or years.
Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period time could be days, weeks, months or years
Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.
Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.
Receive payments from Paypal, Stripe, and monetbil, we have implemented payment gateways that are available in most of the countries.
Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.
Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones.
You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place. You wont need anymore to search in your desk documents. Create PDF contracts and send to your customers from office viTTeck. Contract overdue reminders available.
Great support ticket system with autoresponse, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accesing the client portal.