Workspace
Run customers and invoices from one home.
A focused CRM for billing teams. See counts, create records, and jump into the work that needs attention.
What CRM does
Home dashboard
Customer and invoice totals, plus quick create for the records you use every day.
Sales modules
Customers, Invoices, Payments, and Reports sit in one left nav — like a real back office.
Team login
Sign in once. Cloud history and customer records stay with the account, not the browser.
How it works
01
Sign up
Create an account to open the workspace.
02
Add a customer
Save company, email, and payment terms.
03
Bill from CRM
Create invoices without leaving the suite.
