Streamline your business management with SaladBowl, a suite of tools in one centralized workspace. Manage projects, track tasks, record invoices, and create documents seamlessly.
Sign upSaladBowl offers a robust task management system enabling users to create, track, and prioritize tasks, set deadlines, and collaborate with team members seamlessly.
Streamline invoicing and billing processes with customizable templates, automated reminders, and seamless payment processing for enhanced cash flow management.
Create and edit documents effortlessly, collaborate with team members in real-time, and securely share important files with stakeholders.
Design custom, professional-looking forms for various purposes like surveys, feedback collection, and lead generation without any coding knowledge.
Managing client data within SaladBowl is like upgrading from a rolodex to a comprehensive CRM system. Centralized storage ensures easy access and efficient organization of contact information.
Automate repetitive tasks, access real-time data and insights on the go, and utilize solid collaboration tools to improve communication and streamline workflows.
Track your team’s progress and workload with multiple reporting tools, real-time charts and other visual highlights.
Switch from multiple tools and spreadsheets to one scalable agency management system.
Set up your workspace to fit your working style. Customize themes and views to your preference for a personalized experience.
Rest assured knowing your data is stored safely on encrypted servers, ensuring protection from unauthorized access.
Choose between light and dark themes and explore multiple color options to match your style, preference, or brand.
SaladBowl offers a variety of features tailored to user needs. Enable or disable features like collaboration tools and real-time analytics to streamline workflows and provide valuable insights.
Manage the passwords for your clients popular services or managed account profiles
Manage and add addresses for your clients for reporting and invoices.
Looking to get feedback or approvals for files sent to a client, but emailing seems to fail? Now you can share a link and have them open it in the browser and quickly respond.
Enhance your projects with the Calendar view for better time management, providing you with a clear overview of your schedule and helping prevent tasks from piling up.
Create localized conversations for spaces and projects for members to discuss topics.
Add a list to any task for required items needed in order to be completed.
Manage the accounts you work with in one centralizes location with notes and contacts.
Add contacts to client accounts for an expanded personalized profile.
Add additional fields customized to your specific needs.
Add and edit your own custom statuses to fit your needs.
Create bold text documents in app to share with team members. Combine with the Signature feature to send to users to sign off for approval.
Quickly identify your most favorited items the app.
Create custom forms for questionnaires, intake forms and more!
Have your project start with success. Gantt view make it easy to collaborate on work, track dependencies for major tasks on a shared visual timeline with your team.
Have more fun by using funny gifs in your comments, chats, and descriptions
Enable this feature to sort items into a grid based on name or title.
Track billable hours and document ongoing work.
Enable this feature to sort items into a kanban board based column view by dragging and dropping.
Give your client contacts a portal to communicate with your team, view their projects, invoices.
Set priority levels and organize tasks based on importance.
Group tasks into dedicated lists and assign them to client profiles.
Let users sign off on Docs by accepting a link to draw their signature as a means of approval.
Add hierarchical tasks to your major ones.
Enable this feature to sort items into a table based view.
Add custom tag labels to tasks to organize and classify tasks.
Customize names and icons of Tasks to use them for things like Epics, Customers, People, Invoices, 1on1s.
Log pieces of work to be done or undertaken.
Use a native time to track how long tasks are taking.
Consolidate your schedule and prioritize tasks by accessing all team information in one location, reducing the need to switch between multiple applications and emails. Maximize productivity and efficiency for your team.