Trato

Управление подрядчиками и фрилансерами

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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 можно найти в Contractor & Freelancer Management категории.

Наиболее похожими на Trato продуктами являются:

LatePoint Рекламируется → Fahey Group Plus Рекламируется → Retainr →

Скриншоты

Подробности

Trato Основные характеристики

• 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.

Значки

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Копия значка

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Копия значка

Trato Альтернативы

LatePoint Рекламируется

This platform streamlines appointment management by offering features such as...

Fahey Group Plus Рекламируется

This platform streamlines appointment management by offering features such as...

Retainr

A comprehensive client management platform streamlines the operations of free...

Используемые технологии

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