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What is Light4?

We took our proven and reliable Light3, made substantial improvements, streamlined the entire workflow, and incorporated a variety of new features, all while maintaining and even enhancing the user-friendly aspect and exceptional performance that Light is renowned for. Now, users can generate reports with Light4 that can be printed, saved as PDF files, or exported as Excel (.xlsx) files in one simple action, provided they have the necessary "Export" permissions. The contract billing system has received a comprehensive redesign, granting users the ability to bill at any level of the contract—whether it’s summary, task, or CLIN—and to adjust a project's billing hierarchy whenever required. This updated version prioritizes speed, well-organized flexibility, and a multitude of options, including pro-forma invoices, setting a new standard for both performance and the creation and distribution of invoices. Accompanying the software is a sample configuration specifically designed for government contractors, non-profit organizations, and various businesses, which facilitates an easy setup process. Furthermore, the intuitive interface is designed to help users quickly adapt to the new features, ensuring that the transition to Light4 is not only efficient but also enhances the overall user experience. With these advancements, Light4 stands as a remarkable evolution in its field, catering to the diverse needs of its users.

What is CRMit?

CRMit serves as an all-encompassing business management and CRM platform tailored to streamline vital functions for small businesses, integrating aspects like customer relationship management, task organization, invoicing, and time tracking into a single user-friendly interface. It offers a comprehensive 360-degree perspective on customer data, enabling users to effectively manage contacts, track purchasing activities, and maintain detailed records of jobs and tasks alongside time entries. The platform allows users to quickly create professional invoices, proforma invoices, and quotes, while also facilitating contract management that incorporates recurring billing and a straightforward sales opportunity pipeline. Additionally, it supports the logging, prioritization, and delegation of jobs and tasks to team members, equipped with features for notes, attachments, and real-time status updates. CRMit also includes customizable dashboards and staff management functionalities, such as GPS tracking and leave calendars, alongside a robust product catalog management system, ensuring businesses have all the tools they need to thrive. Ultimately, CRMit not only boosts operational efficiency but also enhances collaboration within teams, promoting a more productive work environment. Its comprehensive features make it an invaluable asset for small businesses aiming for growth and success.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Free
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CCAS Software

Company Website

www.ccas.com

Company Facts

Organization Name

CRMit

Date Founded

2016

Company Location

United States

Company Website

crmit.app/

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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