Trato

Gestion des entrepreneurs et des travailleurs indépendants

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This platform streamlines the onboarding process for freelancers by providing a extensive suite of tools designed to manage client relationships, financial transactions, and project milestones. Key features include real-time communication channels, automated payment processing, financial goal tracking, and integration with third-party applications, all aimed at reducing administrative burdens and enhancing client experiences for independent professionals.

Trato se trouve dans Contractor & Freelancer Management catégories.

Les produits les plus similaires à Trato sont :

LatePoint Promu → Retainr →

Captures d'écran

Détails

Principales caractéristiques de Trato

• Login
  Access your account securely with your credentials.
• Invoicing
  Send invoices easily to clients for payment.
• Ai Features
  Utilize AI tools to improve your workflow and productivity.
• Smart Lists
  Create lists to manage clients and send them messages based on their needs.
• Track Leads
  Monitor potential clients as they become actual clients.
• Client's Name
  Store the name of your clients for easy reference.
• Conversations
  Chat with clients in real-time using direct messaging.
• Find by Phone
  Search for contacts using their phone numbers.
• Savings Goals
  Set aside money for savings, retirement, or benefits easily.
• Client Portals
  Create dedicated spaces for clients to access their information.
• Client's Email
  Keep track of your clients' email addresses for communication.
• Local Benefits
  Access local benefits like insurance and wellness options.
• Organize Tasks
  Use tags and filters to keep your tasks sorted and manageable.
• Bill Management
  Automate the payment of your business bills and expenses.
• Budgeting Suite
  Tools to help you manage your budget effectively.
• Get More Clients
  Use tools to attract and gain more clients.
• Automated Reports
  Receive scheduled reports to keep track of your progress.
• Monthly Base Core
  A basic plan that includes essential features for freelancers.
• Financial Tracking
  Easily monitor your income and expenses with simple tools.
• Freelancer Toolbox
  Access a set of tools designed to help freelancers succeed.
• Onboard New Client
  Easily add new clients to your system.
• Project Milestones
  Automatically manage payments when project goals are reached.
• Investment Tracking
  Keep an eye on your investments and their performance.
• Calendar Integration
  Sync your calendar to manage appointments and deadlines.
• Client's Phone Number
  Record your clients' phone numbers for direct contact.
• Local Payment Options
  Allow clients to pay using local methods like OXXO or WhatsApp.
• Onboard Client to Portal
  Guide clients through the setup process in the Trato portal.
• Unlimited Client Portals
  Create as many client portals as you need with the full plan.
• Advanced Client Management
  Use enhanced tools to manage your clients more effectively.
• Client Ratings & Referrals
  Collect feedback and encourage clients to refer others to your services.
• 3 Week Money-Back Guarantee
  Get a refund if you are not satisfied within three weeks.
• Premium Onboarding Experience
  Provide a high-quality experience for clients when they start and finish projects.
• Public Profile & Custom Links
  Create a profile and links to showcase your work to potential clients.
• Receive International Payments
  Get paid from clients around the world in one place.
• Automate Responses & Scheduling
  Set up automatic replies and schedule meetings easily.
• Select Service or Custom Project
  Choose from predefined services or create a custom project.

Insignes

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Technologies utilisées

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