Client Services Suite switcher
PipeLeads CRM, Lead Finder, ProjectBaser, CalendarBug, Invoicer and DocSigner in one fixed band.
Find it in PipeLeads CRM
- Sidebar
- Client Services Suite
/dashboardThe chain
From what it does to where it takes you.
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01
FeatureWhat it does
The top of the sidebar lists the six client-services apps in the same order in every app of the family.
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02
AdvantageWhy it beats the usual way
CRM and ProjectBaser switch in place. The other four open through Scale.gg in the same tab. No new logins.
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03
BenefitWhat you get
You go from lead to deal to meeting to invoice without hunting for tabs.
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04
Promised LandWhere it takes you
Your whole client business runs from one place, not six bookmarks.
Inside this feature
1 part that makes it work.
Try it yourself
Put Client Services Suite switcher to work.
See every deal. Know the next step. Let the follow-up run itself.