Product Benefits
Features
Everything You Need to Run and Grow Your Business—All in One Place
ProClick unifies all your essential business management and productivity tools into one intuitive platform—built specifically for solopreneurs, freelancers, and small to medium-sized businesses. Simplify your operations, streamline client relationships and team collaboration, and manage your business with confidence—without the overwhelm
Dashboard
Your Business at a Glance with the ProClick Dashboard
ProClick’s main dashboard gives you a holistic overview of your entire business—all in one place.
Easily monitor performance and take action with real-time insights pulled from every corner of your operations, including CRM, projects, invoicing, HR, and more.
Key features:
- Dynamic Income vs. Expense Graphs - visualize your financial health and spot trends at a glance
- Calendar Integration - stay on top of task deadlines and scheduled events
- Real-Time Task Monitoring - track open tasks and to-do lists without switching tools
- Employee Notifications - receive instant alerts for approvals, updates, and reminders
- Lead Status Tracking - view your sales pipeline and follow up on leads more effectively
- Quick Metrics Summary - instantly see active employees, open projects, outstanding invoices, and more
Customer Relationship Management
Easily manage your customers and leads
Take control of your client relationships with ProClick’s free CRM. Easily manage leads, customers, and communication—all in one place. Stay organized, never miss a follow-up, and gain a full-picture view of every contact.
What's included:
- Visual KPI dashboards for quick, data-driven insights
- 360° contact profiles—track every client interaction and lead in one place
- AI Copilot - stay informed, get personalized recommendations, and streamline communication—perfect for busy solopreneurs
- Smart contact management—add, search, and update records instantly
- Document storage— Keep contracts, files, and correspondence securely organized in one place
- Collaboration & Communication - message clients and follow up with leads directly—no switching tools
Accounting Management
Simplified Accounting, Smarter Decisions
Take full control of your business finances with ProClick’s accounting management solutions.
Whether you’re a solopreneur or growing your team, our intuitive tools give you a clear, real-time view of your financial health—all in one place.
What's included:
- Estimates & Invoicing - create and send professional estimates and invoices with ease
- Income & Expense Tracking - monitor all incoming revenue and outgoing costs in real time
- Financial Dashboard - visualize key metrics with dynamic KPI charts in any currency.
- Detailed Financial Reports - generate reports on income, expenses, sales tax, account balances, and transactions.
- Payroll & Payslip Creation - easily manage payroll and generate payslips
- Multi-Currency Support - track financials in your preferred currency for global flexibility
- Transaction History - keep a full log of all business transactions for compliance and review.
Calendar Management
Your schedule. Your way.
Effortlessly manage your schedule with ProClick’s FREE calendar management solution.
Add, edit, share, and find all your appointments in one centralized place—and sync seamlessly with your existing calendar tools for a truly streamlined experience.
Top Features:
- Multiple Calendar Types - create and manage separate calendars for clients, projects, or internal tasks.
- Customizable Views - switch between Month, Week, or Day views to fit your planning style.
- Smart Event Management - quickly add, update, and search your events with just a few clicks.
- Calendar Sharing - easily share appointments with clients, team members, or collaborators.
- External Calendar Sync - stay aligned by syncing your ProClick calendar with tools you already use (Google, Outlook & more)
HR Management
HR Made Simple – Easily Manage and Track Employee Data
ProClick’s HR Management solutions make it easy to oversee your team—whether you’re a small business or growing team. Keep employee and contract data organized, simplify HR processes, and manage time-off, schedules, and payroll—all from one centralized platform.
What's included:
- Centralized Employee Database - add, update, and find employee or contractor records with ease
- Document Storage - attach contracts, certifications, and HR files to individual employee profiles
- Time-Off Tracking - employees can request leave, and managers can approve or deny with one click
- Payslip Creation - quickly generate and distribute professional payslips to employees
- Employee Scheduling - build, view, and manage team schedules directly within the platform
- Notifications & Approvals - Get real-time alerts for time-off requests, schedule changes, and more
Project Management
Stay focused, meet your goals, and never miss a milestone
ProClick’s project management solutions makes it easy to organize, track, and deliver your work—whether you’re managing solo projects or collaborating with a team. Add, manage, and monitor projects in real time, set deadlines and budgets, assign tasks, and stay on top of progress with a visual KPI dashboard.
What's included:
- Assign Tasks to Team Members - delegate responsibilities and stay on track with shared visibility
- Categorize & Prioritize Projects - organize projects by type, urgency, or client to streamline workflows
- Quick Project Access - easily add, search, and manage all project details in one place
- Project Dashboard with KPI Charts - visualize project performance and monitor key metrics at a glance
- Track Progress & Status Updates - follow each project's life-cycle from start to completion
- Set Deadlines & Budgets - plan ahead with built-in tools to manage timelines and costs
Tasks Management
Simple. Organized. Built for how you work.
ProClick’s Task Management solutions make it easy to organize your workflow and boost productivity.
Tasks sync automatically from your projects, and you can also add personal to-dos, assign items to team members, and prioritize what matters most—all within a clean, intuitive to-do list interface.
What's included:
- Assign Tasks to Other Users - delegate and collaborate effortlessly within your workspace
- Categorized Task Views - filter tasks by project, priority, or category for better focus
- Smart Prioritization - flag important tasks, set deadlines, and manage due dates with precision
- Quick Task Entry & Management - easily add, update, and search for tasks in just a few click
- To-Do List Interface - stay focused with a clean, actionable list view designed for daily productivity
- Manage Multiple Task Lists - organize tasks across different projects, clients, or personal to-dos
Unlock Your Business Potential with ProClick
Are you overwhelmed by juggling multiple tools to manage your business operations, team collaboration and client relationships?
ProClick is your all-in-one solution — a simple yet powerful business management tool designed specifically for solopreneurs, freelancers, and small to medium-size businesses.
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