Doerkit

Doerkit is a comprehensive business management toolkit designed to streamline workflows, automate tasks, and enhance client relationships. According to the vendor, this solution caters to businesses of various sizes, including freelancers, solopreneurs, and small to medium-sized enterprises (SMEs). Professionals in industries such as freelancing, consulting, creative agencies, marketing agencies, and web development agencies can utilize Doerkit to optimize their workflows, manage projects, streamline client communication, automate tasks, and gain valuable insights into their performance.

Key Features

Leads: According to the vendor, Doerkit offers lead management features that allow users to source leads, send proposals, and improve their chances of winning business. It provides a kanban board system for easy lead management, advanced search filters for quick lead identification, and comprehensive contact details for effective communication.

Projects: Doerkit offers a battle-tested project management workflow, allowing users to break down projects into tasks for better organization. Users can track time and generate accurate invoices for billing purposes, and run meetings with clients and team members efficiently.

Invoicing: The vendor claims that Doerkit helps users get paid faster with its invoicing capabilities. Users can create professional invoices using an easy-to-use editor, offer clients the option to split payments into installments, and receive instant alerts when clients view or pay invoices.

Clients: Doerkit provides a client portal to enhance the client experience. According to the vendor, users can provide a branded interface for clients to access their work, manage permissions and control access to resources, and enable clients to sign contracts and pay invoices within the portal.

Automation: According to the vendor, Doerkit allows users to save time by automating tedious business tasks. Users can automate recurring tasks and workflows, create custom automations to meet specific needs, and streamline their business processes for improved efficiency.

Inbox: Doerkit offers a unified inbox for all client communications, helping users stay organized. Users can keep all client conversations in one place, respond quickly to inquiries and requests, and collaborate effectively with clients.

Reports: Doerkit provides reporting features that allow users to gain valuable insights into company performance. According to the vendor, users can track metrics, measure success, visualize data with comprehensive reports and charts, and make data-driven decisions for business growth.

Branding: According to the vendor, Doerkit offers customization options to reflect users' brand identity. Users can fully brand documents and content, customize the design and content of invoices, contracts, and proposals using an easy-to-use editor, and ensure consistent brand voice in all client interactions.