Who this plan is for
Business Pro is aimed at growing SMEs that have moved beyond occasional calculation and want the financial workflow, client information, billing and documents organised in one operating workspace.
Core operating workflow
Combine project calculations and forecasts with CRM records, invoices, payment tracking, client communications, automated workflows, Client Portal and Smart Documents.
Automation discipline
Use automations for repeatable follow-up and alerts. Keep external email actions controlled, review exceptions and use the communication log as the record of what was sent or attempted.
When to upgrade
Move to Advisor if you manage financial/advisory work for multiple external client organisations and need priority scoring, Client Packs, journeys, Data Room and governance.
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