• Quickly add Leads (Prospective Clients)
  • Use 'Uploader' to add large Lead lists
  • Send standardized Email templates
  • Track interactions, appointments, notes and todo items by Lead
  • Log sales activity chronologically
  • Track win-loss analytics
  • Send large email blasts
  • Assign Leads to others
  • Monitor marketing efforts
  • Press the 'Lead Won' button to convert to a customer


  • View all employees appointments or just your own
  • View appointments by 'Resource' (such as meeting rooms or specialized equipment)
  • View appointments in table or calendar view
  • Use table view to filter and search appointments
  • View appointments by customer
  • Setup Automated email or text message reminders
  • Track appointment check-in and cancellations
  • Set recurring appointments


  • High Speed 'Cash Register'
  • Quick-search to add customers to transactions
  • Integrated Credit Card processing
  • Create pre-orders for recurring order types
  • Create quotes
  • Email pre-orders, quotes and invoices
  • Use standard PC - no need for POS specific hardware
  • Track Commissions
  • Use gift cards and loyalty at a low price
  • Use regular or thermal receipt printer


  • Create multiple appointments, by resource, by employee
  • Track marketing/referral sources
  • Setup for recurring card-not-present purchases
  • Create progress reports
  • Send email blasts
  • Track notes, to-do items, appointments and other interactions
  • review all customer interactions in one place


  • Track metrics for every patient
  • Analyzes key indices and patient progress live
  • Print a patient visit report for them to take home
  • Add custom data fields
  • Quickly refer to past appointments and notes
  • Send updates to primary caregivers
  • Manage patient and primary caregiver permissions
  • Capture before and after images for posterity


  • Track orders, counts, sales and returns quickly and conveniently
  • Track inventory value
  • Count individual and/or by bulk packages
  • Utilize scanner or use quick name search to count and receive
  • Analyze variances
  • View product movement detail
  • Use suggested order quantities based on actual product consumption
  • Email orders to vendors
  • Track discrepancies - ordered vs received


  • Expense table (upload expense data)
  • Analysis of spending by date and category
  • Revenue summary
  • Closing Reports
  • Reconcile cash drawers
  • Track bank deposits
  • Employee Hours
  • Manage customer accounts
  • Commission Report