Customers, professional quotes, invoices, payments and expenses—connected in one simple workspace for service businesses.
Actual screenshots can be uploaded from the WordPress Customizer; placeholders are illustrative.
Stop jumping between spreadsheets, emails and disconnected tools.
See key business indicators, recent activity and the work that needs attention.
Explore feature →Maintain contact information, notes and related commercial records in one place.
Explore feature →Prepare itemized estimates, manage their status and send clear documents to customers.
Explore feature →Create invoices, review amounts due and monitor invoice statuses.
Explore feature →Record deposits and partial payments and keep track of outstanding balances.
Explore feature →Track expenses and see how operational costs affect your business.
Explore feature →Track sales opportunities through the stages of your sales process.
Explore feature →Coordinate upcoming appointments and planned activities.
Explore feature →Invite and manage team members with role-based access to company records.
Explore feature →Share documents for customer review and track approvals where enabled.
Explore feature →Explore the areas your team can use every day. Screenshots can be replaced with real product captures.
Prepare itemized estimates, manage their status and send clear documents to customers.
See how it works →Create invoices, review amounts due and monitor invoice statuses.
See how it works →Record deposits and partial payments and keep track of outstanding balances.
See how it works →Track sales opportunities through the stages of your sales process.
See how it works →Start with one organized client record.
Prepare a professional estimate and share it.
Manage billing, payments and outstanding balances.
Start with what you need today. Save when you commit to a year.
Organize customers, estimates, invoices and payments.
Track work, expenses and customer opportunities.
See finances and operations across your business.
See exactly which tools and team seats are included in each plan, side by side.
User allowances and plan feature access are proposed commercial tiers and must be enabled in the Gerenciee application before launch.
Yearly plans are billed once per year. Savings are calculated against 12 monthly payments using your selected currency. Final pricing and any applicable taxes are confirmed at checkout.
From your first quote to your next growth milestone, keep customers, projects and payments in one connected workspace.