From lead to paid invoice - with accounting built in
Run clients, projects, documents, payments, and bookkeeping in one place. Built to reduce tool sprawl while keeping reporting and controls audit-friendly.
Documents that stay consistent
Estimates, proposals, and invoices all follow the same templates and numbering rules - so your business looks professional without manual cleanup.
- Reusable templates + line items
- PDF outputs with clean formatting
- Invoice payment links go straight to Stripe Checkout
Time tracking that bills cleanly
Track work as it happens, keep approvals tight, and convert unbilled time into invoices without re-entry.
- Timer + manual entries
- Manager approval workflow (where enabled)
- Unbilled totals and invoice conversion
Accounting integrity + reporting
Built around document states, safe edits, and traceable actions - with practical bookkeeping workflows and core financial reports.
- Chart of accounts + posting rules
- P&L, Balance Sheet, Trial Balance, General Ledger
- A/R visibility and aging
Integrations, built the right way
Premium workspaces can connect Microsoft 365 and Dropbox so teams can manage documents in familiar tools.
- Microsoft 365 integration (Premium): Word-based template workflows + file linking
- Live Dropbox integration for Premium workspaces
- Secure workspace settings + role-based controls
- Operational roadmap visible in-app
Run deals from accepted offer to close with total visibility
EZ360PM Real Estate is now structured into tiered RE plans so solo agents and brokerages each get the right level of financial visibility, settlement control, and follow-up accountability.
- RE Agent: personal settlements, commission visibility, and follow-up workflows
- RE Brokerage: company-wide rollups, payout oversight, and office-level access controls
- Overdue follow-up badges, filters, and RE dashboard visibility
Pricing
Simple tiering with a free trial. Plans are designed for small teams and scale with seats.
- Clients & Project Management
- Time tracking, Invoicing & Payments
- Estimates & Proposals
- Email marketing
- Accounting + core financial reports
- Time approvals
- Expenses, Vendors & Payables
- Marketing Text/SMS
- Advanced reporting
- Custom dashboards
- Microsoft 365 integration + document template sync
- Dropbox integration
- Priority roadmap features
Frequently asked questions
Help
You’ll find Help inside the app (plus a growing knowledge base). For early access or onboarding, use the contact details in your account.