XSellerate Portal - Projects & Automation

PROJECTS + TEMPLATES + AUTOMATION

Almost nothing is more frustrating than having to start new projects from complete scratch with each new client. Luckily, everything is just a few clicks away, ensuring you always have what you need: manage your team, keep your clients updated & involved, & easily track time spent on a particular project or task. You can then turn that tracked time into a billable item on an invoice with one click.

 

  • Design a workflow, then automate the steps within the workflow seamlessly
  • Effortlessly convert tasks or projects into invoices
  • Task timers allow for tracking at the task level
  • Task templates & generators eliminate repetitive busy-work
  • Kanban boards simplify organization

Suitedash Client Portal Replaces: