Efficiency is key. My product StellarisSphere is an all-in-one CRM & Project Management platform, and of course we have some advanced automation features. Automate the project creation and assigning process.
- add client
- Send estimate (also integrated on the platform) - once accepted --> project auto created from info on the estimate
- Auto email sent to client informing them Automate the payment process - Invoice auto created with project - Auto email sent to client w/seven day payment timer and reminder
- easily accept payments directly through the platform
