Recurring client work that shows up on time.
Service management software for the work you repeat for every client. Set up each service with its schedule and steps. Service requests appear before they are due and reach the right person on your team.
Service management has its own page, with fees, billing and countries. See service management →
Service management, in detail.
Steps with owners
Each service carries its checklist. Steps go to a role, like Reviewer, with their own due dates. They show up on each person's task list.
Fields for each service
Add the details a service needs, like a website URL. Starting next month's request filled in from the last is coming soon.
Automation and approvals
Workflow automation moves requests between stages and assigns them by role. Fee changes and sign-off can wait for approval. Approval for write-offs is coming soon.
Billing through Finance
Raise a draft invoice from completed requests with their fee and tax. Paid status shows on the request.
The week ahead by message
Ask ZlyntOffice in the app, with Slack and email coming soon, what is due, waiting on clients or not yet billed. Every client's work comes back in the same thread.
Northwind's monthly campaign report
Priya sets up the monthly report with a five-day lead time.
Each month the request appears and the review step goes to Ananya.
Priya marks it done and raises a draft invoice in Finance.
Put every client request on track
from day one.
Start free for 14 days. No credit card needed.
14-day free trial. No card needed.