Skip to content

PROJECTS & CONSULTING

THE ULTIMATE SET
OF TOOLS
THAT DO IT ALL

1. Projects & CRM background-MOBILE

PROJECTS & CONSULTING

THE ULTIMATE SET OF TOOLS THAT DO IT ALL

Digital services have many moving pieces. ServiceQUIK has all the features you need to schedule projects, budget, track performance, and more.

Programs, Projects, Stages & Time Accounting

Create a project for your client, where you can schedule meetings, provide memberships and packages and sell digital content. Everything that is needed to manage an engagement including quotes, time-keeping, invoicing, integrated video classes and events, and online payments

Budget & Purchase Orders

Set budgets and raise and manage purchase orders. 

Online Bookings & Scheduling

Allow clients to schedule meetings, classes, tutorials, and events online at any time they choose. Bookings can be tied to projects and included in time-keeping or a component of a package or membership and sessions are tracked and counted down.

2. Projects & CRM background
3. Projects & CRM background

CRM & Quote Tracking

Capture leads and correspondence. Simplified tracking of quotations and their history, culminating in the receipt of a purchase order and then management of the contract through to conclusion.

Billing, Expenses, Invoicing & Receivables

Manage billing, expenses, invoices and receivables all in the one place.

Supplier Payments

Keep on top of supplier payments and outstanding balances. Auto schedule to your client's accounts payable or send direct and include a PayNOW for online payments.

Membership Portal

Include access to multi-media content in your coaching packages or membership programs. 

CRM & Quote Tracking

Capture leads and correspondence. Simplified tracking of quotations and their history, culminating in the receipt of a purchase order and then management of the contract through to conclusion.

Billing, Expenses, Invoicing & Receivables

Manage billing, expenses, invoices and receivables all in the one place.

Supplier Payments

Keep on top of supplier payments and outstanding balances. Auto schedule to your client's accounts payable or send direct and include a PayNOW for online payments.

Membership Portal

Include access to multi-media content in your coaching packages or membership programs. 

3. Projects & CRM background

try our feature-rich business operations platform on us.

Start your FREE 30 day trial now.

No credit card required.

Support

Choose your language: