Aysling Features

From a feature-rich CRM to User Subscription Management, Aysling features a growing portfolio of modules for all types of professional service businesses, from B2B Software & IT groups providers to AEC firms.

Customer Relationship Management (CRM)

  • Get a 360° view of every customer or prospect including contact info, activity history, projects, quotes, files, invoices, and payments.
  • View, track, and manage your leads. Pipeline management that streamlines the sales and quoting process.
  • Signed contracts automatically convert to projects.

Workflow Automation

We believe automation is more than a hot “keyword” of the year. We also believe it shouldn’t be reserved for just the marketing department. Our automation engine can help you manage your sales, orders, support, and yes marketing, all from within one system. With integrations available such as Slack and Mandrill, creating workflows that engage your team and prospects has never been easier.

Sales & Order Management

  • Create Contracts, Get Signatures, and Capture Payment all within your white-labeled client center.
  • Streamlined quoting, approval, and billing workflow for businesses that sell services.
  • Multi-Currency support, pre-pay enablement, and custom PDF templates make your team look more professional.
  • Hour-based quotes transfer automatically to billing when time is tracked. 

Finance & Billing

  • Everything A.R. in one place. Get a comprehensive view of your entire business or drill down to get the details you need.
  • Automate or batch bill for any scenario. Time and Materials, Fixed Rate, % Complete, and more.
  • Drag and drop invoice template creation lets you format invoices the way your clients want.
  • Include the details you want: Time Entries, Hour Info, Expenses with receipts, Payment History, Tax Rates, Remittance Info, and more.

Project Management

  • Easily manage every aspect of your projects.
  • Track real-time progress, tasks, dependencies, milestones, hours, budgets, and more.
  • Quickly make changes and see how they affect timelines.
  • Reduce manual updates and double entry.
  • Interactive Gantt charts allow for easy adjustments.

Data & Reporting

Data is the most important part of any software, and if there’s one thing we know for sure, it’s that there are never enough reports available. That’s why we’ve integrated with Metabase and feature our very own Data Warehouse to allow our clients to create any number of customizable reports based on data in their system, on top of our dozens of reports we’ve created already.

Ecommerce & Event Management

Hard goods, soft goods, services, event tickets, etc. it doesn’t matter what you sell, as long as you have the tools necessary to sell it. Manage your products, inventory, shipping, and sales all through Aysling. With the ability to integrate with your existing storefront or use our customizable one, you have full control of your online sales.

Vendor Management

We offer a complete solution to manage your vendors and freelancers. With customizable vendor/freelancer portals, our entire vendor management module is included with Aysling. From projects to payments, manage every aspect of your vendors.

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