Manage Customers, Projects, and Create Invoices in the Cloud
Customer Relationship Management software that is a great fit for almost any small business, freelancer or many other uses.
Nothing here is broken exactly. It just costs you an hour a day and the occasional job.
Quotes in a spreadsheet that only one person knows how to update
Customer history buried in an inbox nobody else can search
Jobs tracked on a whiteboard that gets wiped every Friday
Invoices you meant to chase three weeks ago
No more wondering who you were supposed to ring back. Each enquiry sits in a column and you drag it along as it moves, so one glance tells you what is worth chasing this week.
Most work is lost to silence, not to a competitor. Set the follow-ups up once and the system does the remembering — the quote chaser, the overdue nudge, the check-in six months later.
Every job gets its own space with the tasks, the hours and the costs inside it. Your staff open the system and see their own list — not yours, not everyone’s, theirs.
Quotes, invoices, payments and what each job actually cost you — all recorded as the work happens rather than reconstructed at year end. Your accountant gets clean figures instead of a shoebox.
Instead of “can you resend that invoice?”, they sign in and get it themselves — at any hour, without emailing you. Every document you have shared with them sits in one place, under your branding.
Twelve modules that talk to each other. A lead becomes an estimate, the estimate becomes a project, the project becomes an invoice — and none of it gets retyped.
A drag-and-drop board so you can see every prospect and what stage they are at.
One record per customer with everything attached to it — and several contacts per company.
Send a professional quote, and let the customer accept it online instead of replying “yes ok”.
Raise an invoice in seconds, or set it to send itself every month without you remembering.
Customers pay from the invoice itself by card or PayPal, so the money arrives before you chase it.
Every job gets its own space, with the tasks, files, hours and costs sitting inside it.
Staff start a timer or log hours against a job, and those hours can go straight onto the bill.
Customer emails become tickets, so nothing gets lost when the person who read it is on holiday.
Keep signed agreements with the customer they belong to, and get told before one runs out.
Log what a job cost you, mark it billable, and stop discovering the margin afterwards.
What you sold, what you spent, which leads turned into money, and who is behind on paying you.
Your bookkeeper sees invoices. Your fitter sees jobs. Nobody sees what they shouldn’t.
This is the part a spreadsheet can never do.
Someone fills in your website form. It lands on the lead board.
You send an estimate. They accept it online.
It becomes a project. Tasks, hours and costs go on it.
The hours and costs become an invoice. No retyping.
They pay from the invoice. It marks itself paid.
Every step already knows what happened in the one before it. That is the whole point — the customer’s name gets typed once, on the day they first got in touch.
Every plan is the full system — the difference is how many of your staff can log in and how much we tailor it. Month to month, no lock-in.
For a one or two person business finally getting organised.
Billed monthly. Cancel any time.
For a growing team running real jobs, staff and schedules.
Billed monthly. Cancel any time.
For an established team that wants it shaped around how they work.
Billed monthly. Cancel any time.
More than 25 staff, or something unusual in how you work? Tell us about it and we’ll quote it properly. Setup and data migration are quoted separately on Starter and Business.
You don’t get a login and a manual. We configure it around your business, your services and your invoice layout before you ever see it.
Your logo, your colours, your web address. Your customers see your company — not a piece of software they’ve never heard of.
It runs on our servers. We apply the updates and take the backups, so there is nothing on your computer to maintain.
Leave whenever you like and we’ll export everything for you — customers, invoices, jobs, the lot — in a format you can actually use.
Worth knowing before you spend money, so there are no surprises in month two.
It isn’t a replacement for your accountant. It records the money as the work happens — invoices, payments, job costs — and hands over clean figures. Filing your returns is still their job.
It won’t fix a process nobody follows. If quotes don’t get sent today, software won’t send them. We’ll be honest with you about that during the demo.
There’s a first fortnight. Any system takes a couple of weeks before it feels quicker than what you did before. We stay close during that part.
We don’t hold your data hostage. No exit fee, no “export add-on”. If it isn’t working for you, we’d rather hand your data over cleanly.
Twenty minutes on a screen share. We’ll walk through how a job would actually flow through it for your business — your services, your quote, your invoice — rather than a generic tour.
If it isn’t a fit we’ll tell you. No pressure and no obligation.
Prefer to talk first? Call (929) 538-6675 or message us on WhatsApp.
Tell us a little about your business and we’ll come back within one business day.
No, and we’d advise against it. Most businesses start with customers and open invoices, then bring the history across once people are comfortable. We do the moving — you don’t sit there copying and pasting.
You get it. We export your customers, invoices, jobs and files in a standard format and hand them over. There is no exit fee and no charge for the export. We’d rather you left on good terms than felt trapped.
That depends more on you than on the software. What helps is starting small — quotes and invoices first, everything else later — and having one person who owns it. We set the permissions so each person only sees the part of it that concerns them, which removes most of the resistance.
It covers the day-to-day money: quoting, invoicing, recording payments, tracking what each job cost and chasing what you’re owed — the part most small businesses do badly. For filing and year-end your accountant will still want their own bookkeeping package, and we hand it clean figures rather than a shoebox.
Yes. Invoices carry a pay button and customers can pay by card or PayPal. The payment records itself against the invoice and sends the receipt. You’ll need your own payment account — the card processor’s fees are theirs, not ours.
On our servers, not on your office computer. That means nothing to install, nothing to update, and no laptop failure taking your customer list with it. It’s backed up daily and reachable from any browser.
To a point, yes. Custom fields, your own forms, your invoice layout, your stages on the lead board — all straightforward. Rebuilding how a whole module behaves is a bigger piece of work, and we’ll price that honestly rather than pretending it’s a switch.
Usually a week or two from the go-ahead. Setup and configuration takes us a few days, then there’s a session with your team. Bringing across years of history takes longer and we’ll give you a realistic date once we’ve seen what you’ve got.
Each of these stands on its own. They are better together, and we join them up so the same information never gets typed twice.
Already with us for one of these? Ask about bundling them. And if you send another business our way, our referral program pays you for it.
Book twenty minutes. We’ll use your services and your numbers, not a demo company.
Advant IT Solutions — web design & technology services by Unizon Inc. Advant CRM is a hosted service configured, branded and supported by Advant IT Solutions and built on licensed third-party software. Plan prices are in US dollars and exclude payment processor fees, which are charged by your own card or PayPal provider. Features available to you depend on the plan you choose.