A comprehensive software that combines project management, billing and time tracking, and CRM to streamline services and boost productivity.
Triathlon is an all-in-one software solution aimed at service-based small businesses and freelancers. It combines three essential tools that work together seamlessly - project management, billing and invoicing, as well as CRM.
The project management module allows users to create projects, break them down into tasks and subtasks, set due dates, and assign them to team members. You can track time spent on tasks, set milestones, and monitor overall project progress.
The billing and invoicing functionality is very comprehensive. You can create and send invoices, receive payments online, track expenses, revenues, profitability per project, client or service. There are many billing rules and templates to automate routine tasks.
Finally, the CRM module helps you manage leads and existing clients effectively in one centralized place. It allows you to track interactions, store documents, log calls and meetings, send email campaigns, etc. You can use CRM insights to identify sales opportunities.
Overall, Triathlon increases business productivity by connecting the three critical systems for project execution, accounting and customer management into a single integrated solution.
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