Manage campaigns, events, and prospects for in-bound and out-bound marketing activities.

Automatically create sales workflows for qualified prospects.

Run your Income Statement by marketing event to see which marketing events are generating the most real income for your firm!

Link your website "Contact Us" form to ActionStep to automatically post prospect info into the system

Maximise your chances of converting prospects into sales by following a structured sales process with automatic reminders, documents, probablities, and a formal sequence of steps.

Set sales targets by individual by month and compare these to actuals.

An alert bar on each screen shows each person how they are tracking to target in real time.

Our "3-click" CRM feature means that you can instantly drill down to any detail of your current and past interactions with your clients.  So when a client calls they feel "special" because any member of your staff can answer their questions and take new instructions.

You can even give clients their own logins so they can see the status of their jobs in real-time, and you can control what information they can view.

Good customer relationship management is the key to happy customers, repeat business and referrals!

True Workflow is what sets ActionStep apart from most other systems.

We believe that your business system should be configured to match the way your business works and not vice-versa.  You define the steps and tasks that need to happen for all processes in your business and then staff simply follow along.  This makes it easy to use and guarantees consistent outcomes.

Workflow is the key to increasing efficiency (and profits) and allows your business to grow!

A full-featured accounting system that is fully integrated with the front-office.

The bulk of the accounting transactions are entered inside the matter or job which means that each transaction is automatically linked with the front-office context.  This eliminates the need for "back-costing" and you can immediately show profitability by  job type, customer, employee, and marketing event.

ActionStep delivers everything you would expect from an accounting system and a whole lot more:

• GL, receivables, payables, banking, tax, inventory
• Payroll integration
• Workflow integration
• Trust accounting
• Debt collection
• Multi-divisional
• Multi-currency

Ideal for lawyers, property managers, or anyone who manages customer funds on their behalf.

ActionStep tracks trust funds by matter and client combination.  

It is fully integrated with the General Ledger and makes sure that the 'trust surplus' - the amount by which the total of all trust bank balances exceeds the total trust liability - is always positive.

Track actual and billlable time by employee and matter/job.  Set default rate sheets by job function with over-rides by indivdual.

Unbilled time can be converted into invoices using our time-billing wizard.

Set bugets by fee-earner for actual, billable, and dollar value and run reports on actual vs budget.

Alerts bar gives individuals instant feedback on how they are tracking against their targets for the month

Maintain complete employee records with customized workflows to manage the full employment lifecylcle from recruiting to exit.  

Maintain file notes, employment contracts, and performance reviews in the employee files.

Payroll is fully integrated with the general ledger, time sheets and leave records.

Dashboards give you real-time, graphical insight into the key performance indicators of your business.

Formal reports give you detailed analysis with drill-down capability.

Create your own custom lists.

You can grant restircted access to clients to see their job progress and to stakeholders such as your external accountant and directors.

You set the permissions which govern what they can see and do.

E-mail is one of the most important information channels in business, however most email systems run in isolation.

With ActionStep you can send/receive email right from within each job/matter.   This means that you can always see the full email correspondence each time you open a job/matter.

You can even track email by invoice, employee, or contact.

Get appointment alerts via SMS and manage your time more efficiently.

Month-view "heat-maps" show you which days are busier than others using color-coding.

Compare staff calendars side-by-side to plan meetings more effectively.

Job/mater dates are automatically posted through to the calendar.

Send and receive emails on the move and track your appointments with a synchronised calendar on your mobile phone, iPad or PDA.

This is a company-wide resource where you can post policies, procedures, how-to-guides, and anything else that would be useful to all staff.

Pages from the Intranet can be linked through to specific steps in the workflow which delivers context-sensitive information to staff just when they need it the most.

Upload any type of document (PDF, Word, Excel, Photos, Video, etc) and link these to matters, jobs, and contacts.

Use our poweful document generation technology to instantly create accurate documents by combining templates with live data.