Freelance Suite allows you to manage all aspects of your client base, even leads. You can easily add, edit, and manipulate client profile information as well as track all related projects, invoices, and workflow approval queues. Need to contact all your clients at once? Want to e-mail a specific type of client? Our client communication tools are abundant. Leads can be entered directly into FreelanceSuite through an easy form completed by prospective clients. Then, once you negotiate with the client, import their record into the Clients table in seconds.
As a comprehensive project management application, we didn't leave anything out in the project features. You can manage all aspects of the project, including progress, cost, parameters, completion timeline, and project manager. Clients can view project information from their portal, as well.
We've included some great reports to help you manage your projects.
Workflow Approval System
This unique feature helps set Freelance Suite apart from our competition. When a staff member or project manager has completed a task or revision for a client, the "submission" is sent to the client for review. The client is able to view the associated uploads and determine if the submission meets their standards. The client will approve or reject the submission before the comments are returned to the staff member. This automated solutions saves everyone time and ensure efficient operations!
Project File Repository
A great feature included in Freelance Suite is the ability to upload files to the system. You can associate these uploads with a project submission. Project Submissions are also known as drafts, concepts, or revisions. The files can be viewed by clients, when appropriate, and by staff members, stored efficiently and securely. This tool integrates exceptionally with our Workflow Approval System.
Task Tracking Tools
We've developed a Task feature that enables you to streamline your work operations. Project Managers or Staff members can create tasks to complete based on a specific project, client, or from scratch. The tasks may be monitored for progress and can be assigned to any staff member. We've added a nice tool to allow staff users to create an invoice in only a few clicks based on a task!
Time Billing Automation Tools
Does your company bill by the hour or do you account for your employees' time? Our built-in real-time task timer is perfect! This features enables your team create records based on a client, a project, or a specific task. We've even added a great tool to create an invoice in just a few clicks based on time-billing data. We've developed powerful reports to make this tool even more useful.
Easy Invoice Options
Invoicing is one of the most common tasks performed by Freelance Suite. Staff users can create invoices based on projects, time-billing data, or from scratch. The invoices are tracked easily and available to clients to pay online.
Freelance Suite also integrates with common third-party payment gateways, making online payment collection quick.
Payment Gateway Integration
We've made it simple for your clients to pay their invoices online. We have built-in support for Paypal, 2Checkout, and Stripe. You have the option of which gateways to enable for your clients.
More payment gateway modules will be added soon. Have a request? Let us know!
Flexible Design & Style Options
We think Freelance Suite has a clean, modern appearance. However, we know you'll want to customize the look and feel to integrate it with your branding and website. The software relies heavily on CSS and has many templates which can be easily edited.
New to Version 2.0, the content template for emails to staff and clients can be edited directly within Freelance Suite.
We know the importance of facilitating effective communication with your clients. We've created many tools to ensure you are as effective and efficient as possible, with a system that's extremely easy to use for everyone! We've developed two enhanced modules: System Announcements, and My Messages. The system announcement tool allows staff members to post announcements for all clients to review. The My Messages feature is a internal messaging system. Clients can send messages to staff members, providing the company with a nice way to track communication.
Our system makes it easy to add staff members or project managers. Freelance Suite gives you control over the access granted to each staff member -- by function (Full or Limited Administrator) and for each project.
At the base of Freelance Suite is your data, but it's only useful if presented correctly. We have developed a powerful and comprehensive reporting solution. Our reporting solutions span from time billing and sales statistics to support system usage.
Want a specific report created? Let us know!
Our support ticket system allow clients to request support, efficiently and effectively. Staff users can reply to clients' concerns by priority. The system features full priority management, ticket assignments, and results tracking. If you have your own external support system, you can easily disable our internal system and integrate your own!
We've made it easy for you! Just click a few steps to have the software up and running on your server!