CRM

Manage your clients, vendors, or partners through their entire lifecycle. Intake applications, execute contracts, schedule payments that automatically post to your ledger, and track compliance deadlines before they become violations. Your external partners get their own branded portal to submit documents and view their own history.

• ✓360° entity profile: contacts, contracts, payments, compliance, and documents in a single view
• ✓Payment schedules that auto-create accounting transactions when processed — no double entry
• ✓Branded external portal — partners log in with a magic link to submit documents and view payment history