Light4

Light4

CCAS Software
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About

CRMit is a simple, all-in-one business management and CRM platform built to streamline core small business operations from customer relationship management and task organization to invoicing and time tracking within a single system. It centralizes customer data in a 360-degree view so users can effortlessly manage contacts, track purchase and supplier information, and maintain detailed job and task records with linked time entries. It lets you quickly create professional invoices, proforma invoices, and quotations, supports contract management with recurring billing, and helps monitor sales opportunities through an intuitive pipeline. Jobs and tasks can be logged, prioritized, and assigned to staff, with features for notes, attachments, and real-time status updates. CRMit also offers customizable dashboards, staff management tools including GPS tracking and leave calendars, and detailed product catalog management.

About

We took our time-tested, field and DCAA audit proven Light3 and trimmed it substantially, streamlined all procedures, implemented an array of new features - and this while maintaining, and enhancing, Light's trademark ease-of-use and performance. All reports generated by Light4 can now be printed, saved as a PDF file or, for those users granted "Export" privileges, exported as an Excel (.xlsx) file in one step. Contract billing has been completely re-worked. Users can now bill at any contract level (summary, task or CLIN) as necessary and - at any time - change a Project’s billing hierarchy should circumstances dictate. Speed, appropriately controlled flexibility, and extended options including pro-forma invoices make for a new standard for performance and invoice preparation and delivery. Shipped with a sample configuration for government contractors, not-for-profit organizations and general businesses

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Small business owners, professionals, sole traders, and small teams who want an all-in-one platform to manage customers, jobs, invoicing, time tracking, tasks, and sales workflows in one central system

Audience

Reporting solution for companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CRMit
Founded: 2016
United States
crmit.app/

Company Information

CCAS Software
www.ccas.com

Alternatives

BlinQ

BlinQ

BlinQ Software

Alternatives

EasyXLS Excel Library

EasyXLS Excel Library

EU Outsourcing
ProForma

ProForma

ThinkTilt
Easy CRM

Easy CRM

Shoppias
Synergy Indicata

Synergy Indicata

Synergy International Systems
KeyOffice

KeyOffice

KeyTech

Categories

CRM

Categories

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Integrations

No info available.

Integrations

No info available.
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