Standardize Base FP Subscription — monthly
Highlights
- Client Management
-
Included
- Customer Briefs
-
Included
- Create Estimates and Proposals
-
Included
- Sales Pipeline and Opportunity Tracking
-
Included
- Email Integration (Outlook, Gmail)
-
Included
- Workback Schedule
-
Included
- Estimates Change Order and Revision Tracking
-
Included
- Project Management
-
Included
- Creative Briefs
-
Included
- Campaign and Project Hierarchy
-
Included
- Schedule Templates
-
Included
- Gantt Chart
-
Included
- Task Dependencies
-
Included
- Kanban Board View
-
Included
- File Sharing
-
Included
- Task and Project Collaboration
-
Included
- Email Alerts and Notifications
-
Included
- Asana Integration
-
Included
- Resource Forecast by Role and Staff Forecast
-
Included
- Tentative Projects
-
Included
- PTO and Vacation Tracking
-
Included
- Customizable Work Calendar
-
Included
- Time Tracking
-
Included
- Track Billable vs. Non-billable
-
Included
- Allocate to Job/Task
-
Included
- Expense Tracking
-
Included
- Batch Invoicing
-
Included
- Blended vs. Role vs. Staff Rates
-
Included
- Expense Markup
-
Included
- Campaign and Project Budgeting
-
Included
- Retainer Management
-
Included
- Task Budgeting
-
Included
- Profitability by Client, Project, and Services
-
Included
- Staff Billable (Efficiency) vs. Utilization
-
Included