Light4CCAS Software
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Related Products
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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.
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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
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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
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Audience
Reporting solution for companies
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCRMit
Founded: 2016
United States
crmit.app/
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Company InformationCCAS Software
www.ccas.com
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Categories |
Categories |
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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
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Integrations
No info available.
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Integrations
No info available.
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