We wanted to have everything we need to run our business from one dashboard. Below are some of the key sections and features of our business management system.

Full CRM

With GrandCentral record keeping is not only done right, but most importantly, done FAST! Manage your business efficiently using this well-oiled machine equipped to match all your documentation needs.

View, add and manage customer details
Save clients’ contact information
Add deals or transactions
Keep track of your deal statuses
Record notes manually or using the “shortcuts” feature
Send emails and view past emails sent
Attach client files

Project Management

This is the silver arrow in your quiver, keeping your projects organized and tasks completed timeously. Never miss your “to-do’s” by assigning them to staff and clients alike.

Record multiple projects for one client
Add Sections or Milestones to projects
Supplement Sections with Steps to itemize your process and progress
Assign these Sections/Steps to your staff or your client
Monitor completion percentage
Receive auto-generated emails of actions completed

Billing

Who said you need different tools to deal with your billing requirements? With this feature, you can generate invoices, process payments through Stripe and Quickbooks, and even view payment history – all in one place!

Add multiple addresses
Record payment methods
Process payments
Create invoices
View past payment amounts and dates

Support Ticketing

Ensure customer satisfaction by staying on top of the ball. View and manage all client communication in one location!

Sort by priority, owner, status, or category
Attach documents
See latest activity
Send emails to clients and keep the team updated with internal notifications
View past actions and resolutions