Technology. Implementation. Maintenance. Support.

Our Services


billed monthly

    Get Started

    Choose annual billing and get 16% off!


    Website + Digital Storefront

    • Custom business domain (website address)
    • WordPress website using professionally designed and fully responsive templates
    • Robust, secure, and elastic hosting using AWS enterprise-grade infrastructure
    • Integrated social media feeds on the website for testimonials, reviews, and/or posts
    • Storage and media management for images, videos, documents, and other files.

    Graphic Design and Custom Images

    • Mini-branding suite with logo, fonts, and color palette definitions
    • Social media profile and cover images
    • Customized stock photos and personalized icons

    Online Store (eCommerce)

    • Products or services with photos, price, and descriptions
    • Online store with shopping cart, orders, and checkout
    • Recurring subscription or services offerings
    • Secure online payment gateway to accept credit cards
    • Customer profiles: view order history, address, and contact info

    Appointment Bookings

    • Online calendars per service type: appointment, class, course
    • Staff calendar integration showing customer contact info, service address, and map directions
    • Confirmation emails for customers


    Collaboration Suite by Google Workspace

    • 30GB Cloud storage per individual user
    • Gmail – Professional business email using your custom domain
    • Meet – Video and voice conferencing
    • Chat – Team messaging
    • Calendar – Individual and shared calendars
    • Docs – Document creation and sharing
    • Sheets – Spreadsheets to collaborate with your teams and customers
    • Slides – Presentation builder using PCs, Macs, mobile, and tablets
    • Forms – Professional forms builder to create surveys and online forms
    • Note – Shared notes from your computer, phone, or tablet
    • 2-Step Verification security

    Project Management

    • Projects tracking including activities, percent progress, scorecard weight, calculations, and current status
    • Connected to customers, sales orders, and users
    • Costing, estimated costs, sales amount, billable amount, expenses, materials, and purchase orders
    • Gross margin and gross profit formulas to assist in the evaluation of project financial success

    Human Capital Management

    • Personal data management
    • Job assignment and status information tracking
    • User role-based permissions

    App Integration & Intelligent Automation

    • Payment Gateway: Paypal, Braintree, Stripe, Plaid
    • eCommerce Amazon, Shopify, WooCommerce
    • Google Workspace (previously GSuite) integration of contacts, calendar, and drive


    Financial Accounting

    • Billing with sales invoices, purchase orders, credit and debit notes, and pricing rules
    • Accounting entries with investment, asset, income, profit and loss
    • Chart of accounts for expenses, liabilities, income, and fixed assets
    • Journals for entries including bank, cash, credit card, debit, credit, and depreciation
    • Payments for invoices, sales and purchase orders, expense, and internal transfers
    • Bank reconciliation to match your accounting entries to your bank account statements
    • Payment reconciliation for partial payment or payment plans
    • Accounting reports via general ledger, AR/AP statements, trial balance, balance sheet, cash flow statement, and profit and loss
    • Subscriptions including trial period, cancel auto renewal, taxes, discounts, invoice auto creation, calendar months, and cancellation
    • Budgeting with monthly distribution, control flags, and variance reporting

    Inventory Management

    • Items to define and track products and services offered to your customers
    • Item variants to track options such as size (XS, S, M, L, XL), color, and style
    • Warehouses for manufacturers, importers, exporters, wholesalers, and transport businesses
    • Stock tracks the number of items you have in inventory at any given time

    Sales Operations

    • Sales Orders are integrated into your online store, price lists, items, warehouse, shipping, and customers
    • Sales Analytics to view your sales performance across multiple views including a sales funnel report
    • Quotations, proposals, and estimates will assist your team in a formal sales process
    • Outside Sales including channel partners, distributor, dealer, agent, retailer, implementation partner, and reseller.

    Materials Management

    • Bill Of Materials will breakdown items into their minimal components and quantities
    • Materials request allows for workflow and automation in your production organization
    • Production planning methods supported include make-to-stock, make-to-order, and engineer-to-order


    • Supplier profiles including legal name, address, contact, tax ID, price list, credit limit, and pricing rules
    • RFQ (request for quote) from suppliers
    • Purchase Order including item quantity and rate, weight, taxes, charges, shipping, payment, terms and conditions

    Sales CRM

    • Contact tracking their name, address, phone number, and email address
    • Customer with multiple contacts and addresses integrated to accounts and loyalty programs
    • Lead tracking and generation using Web Forms
    • Customizable workflows for end-to-end sales lifecycle management

    Support Ticketing

    • Service Level Agreements help you set and monitor customer service expectations
    • Issue track status, customer, priority, issue type, response, resolution, comments, and assignment
    • Warranty at the item level allows for tracking of customer claims, resolution, and customer satisfaction
    • Maintenance schedules and visits that track the type, completion status, customer, item, and serial number


    Cloud Software Support

    • Managed Hosting
    • Upgrades, Patches, Bug/Fix
    • Security Administration
    • Backups

    Consulting, Configuration, and Support

    • Implementation of the standard scope is included in the first month
    • Periodic meetings to review business results and requirements
    • Configuration and technical support time allocated monthly

    Small Business Digital Education

    • Recorded micro courses, webinars, and advisory
    • Knowledgebase, tools, and templates