Salesforce Integration with


Automatically import the clients, deals, projects, employees, and revenue of your consulting firm from Salesforce

About is a financial planning software tailored for professional services. Control profitability, rates, cash flow, hours and utilization from your CRM, project management, time tracking and finances software without any workflow changes.


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1. Account and contact management
2. Opportunity management
3. Lead management
4. Business process
5. Workflow and approvals
6. Customization

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