moduulo clientCockpit

The essential Dashboard you use to control and manage your company. Say goodbye to jo-jo emailing between you and your accountant cause of missing documents or upcoming deadlines. All records are ready, all transactions have been automatically written into the general ledger and main journal. At each deadline, you only have to control the automatically prepared reports (VAT reports, Balances sheet, P&L, Income Statements, Cash Flow, etc.) and launch the submission to governmental authorities with a simple button click.

Main features of CRM, including contact management, browser-based calls to each registered phone number, booking of consulting slots with your accountant, and video-calling to get accountant and tax support, makes clientCockpit your favorite everyday working tool. Sales pipelines and company's efficiency tools are on our roadmap.

The magic of clientCockpit prevents you from doing any accounting. This part of administration is fully automated but controlled by your accountant. You only have access to the regular reports.

Convert your quotes into invoices or generate these account receivables in an intuitive POS-styled way. Prepare invoices per project, per task, per subscription, or per used time.

There is no need to start or stop a timer. Simply browse to your customer view, to the planned task view, or to any other time-relevant view in clientCockpit. The background timer automatically starts and generates the necessary reports. You can automatically add tracked time to invoices using a configuration setting.

Access to your company data helps you keep a precise overview of your rentability. It also helps to find potential bottlenecks in your processes or workflows. You have full access to the regular accounting reports, like balance sheets, profit-loss statements, cash-flow, and income statements. Intelligent widgets help you keep an overview of your business activities and the health of your company.

All data is automatically archived and stored to stay legally compliant with your country's laws. You have access to your archived documents and can reproduce them revision-save.

We will add tools for prospecting and newsletter/emailing to our CRM module in a future step. Integrations with existing HR tools, project planning tools, and other third-party software is on our roadmap.