There's No Such Thing As Organized Chaos
You probably know the feeling. You take a lead in one place, manually type their details into another, and then realize you forgot to send the invoice.
Your projects don't talk to your CRM, income and expenses are scribbled on cocktail napkins, and those invoices aren't going to create themselves.
These tiny gaps in your workflow aren't just annoying. They're profit killers that lead to missed appointments, difficult projects and unpaid bills.
Running a business shouldn't feel like you're working a second job as an administrative intern.
An End To End Solution For The Small But Mighty Business
Most software specializes in one or two aspects of running business. However, for the busy small business, the power of each app is greatly diminished by the time lost trying to stitch them all together.
A better solution is one that provides a CRM, booking calendars, project management, invoicing, payment processing as well as income and expense tracking. That's what DoItByTheHour.com offers. We specialize in small business.
We don't hold the best tools for ransom to make you pay extra. Every plan gets our entire system. Explore the way our features work seamlessly together.
Use A CRM That Doesn't Fight Back
The problem with enterprise CRM solutions is the need for expensive, enterprise level consultants just to show you how it works.
Meanwhile, your sales and customer teams just want to get the job done.
For a fast moving small business, speed and ease of use are far more important than a thousand complex integrations.
- Simple Contacts: Intuitive company and contacts list.
- Phone Sync: Talk on phone and take notes on desktop.
- Quick Conversion: Create opportunities from prospects.
Our CRM
Get More Bookings With Client Friendly Calendars
Calendar tag is a game where everyone loses.
A constant back and forth trying to determine if this Tuesday or a week from Thursday will work for an appointment leaves potential customers frustrated. That feeling quickly turns into seeking another solution.
Put the client in charge with an intuitive calendar that lets them point, click, and book the perfect date.
- Client Confidence: Shows your real time availability.
- Instant Booking: In house, on site or virtual appointments.
- Zero Friction: Makes it easy for prospects to say yes.
Our Booking Calendar
Let Your Projects Drive Your Process
Any given workflow is really just a collection of tasks. And as business owner knows, that can get out of hand in a hurry.
When projects live in an isolate silo, your people spend more time playing connect the dots than achieving their goals.
Manage your projects by job, group and task, connected to your CRM on one end and your invoices on the other.
- Easy Navigation Intuitive layout to find things fast.
- Many Views: Projects, to do list, calendar and Kanban board.
- Automate workflows: Thousands of custom templates.
Our Project Management
Discover Invoices That Create Themselves
The only thing worse than the tedious drudgery of creating invoices is having to be the bill collector.
Because each billable task has a service, your projects already know how much they cost, so just push a button.
And when a client is past the due date, our automated reminders get you paid without making you the bad guy.
- Automated Money: Never forget to bill for a task again.
- Time Savings: Click a button, send the invoices, done.
- Get Paid: Polite reminders sent at standard intervals.
Invoicing
Enjoy World Class Payment Processing
When it comes to money, it's not just important to get paid. You need to know that your finances are secure.
Convenience is also a major player. The more payment methods you support, the easier it is for your clients to pay you.
With integrated Stripe payment processing, you not only get all these benefits, you look like the professional that you are.
- Secure Payments: Trust makes clients quicker to pay.
- Complete Transparency: Full access to Stripe dashboard.
- Reliable Service: Highly stable, never miss a payment.
Payment Processing
Have Your Income And Expenses In Clear Sight
It doesn't matter how much money a project makes if it costs you twice as much to perform.
In any industry, the key to running a stable and profitable business is knowing your income and expenses.
Track your expenses and income by individual task or even by building, and keep your bottom line secure.
- Project Cost: Track expenses at task granularity.
- Building Cost: Know your overhead for each facility.
- Batch Posts: Manage posts of recurring entries.
Income And Expenses
Secure Your Most Valuable Assets
Even the most trustworthy people make mistakes sometimes. Prevent accidents by limiting access to only what's required.
Team permissions give you control from major areas of the system down to individual tasks.
Give clients limited access to the projects you're working on to improve communication and confidence.
- Granular Control: Specify who can create or update tasks.
- Department Access: Restrict staff to relevant areas only.
- Drag & Drop: Easily control teams with an intuitive interface.
Teams
Keep Your Clients In The Loop For Repeat Business
Good communication is one of the easiest ways to increase customer satisfaction.
Up to the minute status information and easy project feedback make for happy clients .
Choose from a variety of options to keep in touch with your staff and customers.
- Task Discussions: Comments and history on every task.
- Online Chat: Real time chat on desktop, pad and phone.
- Private Messages: Standard email style messaging system.
Communication
A Unified System Gets It Done
You have more important things to do with your time than play traffic cop to a collection of different subscriptions that don't play nice with each other.
Move up to a single, comprehensive system that connects your CRM to your calendar, your projects to your invoices, and your payments to your financial reports.
Focus what you do best. We'll handle the details.
Want To Learn More?
If you'd like to see the benefits of a fully integrated system in your own environment, you can use all of our features for 30 days with no credit card required. You can even use Stripe to get paid.