Acting as a centralized hub for all your business activities and providing real-time metrics, the dashboard allows you to monitor your business's health, track key performance indicators, and swiftly identify areas needing attention. Our customizable dashboard ensures easy access to the information you need for making informed business decisions.
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Easily store and access information like contact details, project specifics, and communication history. This feature enhances your understanding of client needs, fosters better communication, and strengthens client relationships.
SaladBowl's project management feature offers a comprehensive toolset for managing projects from start to finish. Keep your projects on track, on time, and within budget effortlessly.
Easily store and access information like contact details, project specifics, and communication history. This feature enhances your understanding of client needs, fosters better communication, and strengthens client relationships.
SaladBowl securely stores any login credentials in one place, with options to organize accounts by clients. This ensures easy access while maintaining maximum security for your clients' sensitive data and access.
Our intuitive interface allows for easy maintenance of all your addresses, along with setting default addresses for each client, or define where invoices should be sent to.
Assign, monitor, and rank tasks seamlessly using SaladBowl's task functionality. Establish deadlines, priorities, and task interdependencies to optimize your team's workflow and enhance efficiency.
Track tasks to stay organized and efficient, enabling teams to prioritize and allocate resources effectively. This helps in identifying and addressing any bottlenecks or issues, leading to a smoother product launch.
Generate custom invoices with ease, including your business logo, itemized billing, and payment details. Track payment status and receive detailed reporting and analytics to ensure timely payments.
Store attachments to tasks or tickets conveniently for easy retrieval, ensuring smooth collaboration.
Custom Fields allow tailoring workflow and data management to specific needs, offering flexibility and adaptability.
Visual customization features for theme colors and layout provide a personalized and branded experience, improving productivity and making the software feel more familiar.
Give clients access to latest project statuses, view invoices, resources and any other relevant information for a more improved communication and open transparency, allowing you to enhance their experience.
Define custom permissions and access points to ensure data security and efficient task performance, enhancing collaboration and productivity.
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.
