# Zync Features

## Public Website

- Landing pages: Present Zync as an all-in-one workspace for running client work, projects, money, and teams in one branded place.
- Pricing pages: Help visitors compare plans and choose the package that fits their business stage.
- Customer catalogs: Let businesses share polished service catalogs that turn browsing into new inquiries.
- Public proposals: Give clients a clean, guided place to review, accept, or decline proposals.
- Contract signing: Let clients sign agreements online without leaving the branded experience.

## Onboarding

- Guided setup: Walk new teams through profile, branding, teammates, customers, invoices, payments, time zone, and language.
- Tool selection: Let each business choose the workspace modules that match how they actually operate.

## Workspace

- Home dashboard: Bring the most important work, money, and activity signals into one daily command center.
- Global search: Help people quickly find customers, work, documents, and records across the workspace.
- Notifications: Keep teams on top of approvals, updates, reminders, and important activity.
- Calendar: Turn work schedules, tasks, and time plans into a shared calendar view.
- Team workspace: Give staff a focused place to manage their profile, availability, and leave.

## Customers

- Customer management: Keep every client profile, contact detail, relationship note, and account history organized.
- Customer merging: Clean up duplicate customer records without losing important relationship history.
- Customer portal: Give clients a private place to view invoices, files, tickets, and project updates.

## Marketing

- Marketing overview: Show campaign performance, recent leads, and growth opportunities at a glance.
- Lead pipeline: Move leads through a visual sales board from first contact to won business.
- Lead details: Capture every lead interaction and turn qualified opportunities into real customers.
- Capture forms: Publish branded forms that collect new leads directly into the workspace.
- Catalogs: Showcase services and offerings in a polished, trackable client-facing format.
- Campaigns: Build and manage outreach lists, broadcasts, and follow-up activity.
- Sequences: Create structured follow-up journeys that keep prospects moving toward a decision.
- Marketing proposals: Turn interest into professional proposals that clients can review online.
- Marketing analytics: Understand which channels, campaigns, and journeys are creating the best results.

## Projects

- Project management: Organize client work into active projects with ownership, progress, and key details in one place.
- Project milestones: Break larger projects into clear checkpoints that make delivery easier to track.
- Project analytics: See how projects are performing across time, progress, workload, and business impact.

## Tasks

- Task management: Plan, assign, filter, and track work so teams always know what needs attention.
- Recurring tasks: Automate repeat work so routine responsibilities never fall through the cracks.
- Task timelines: View work across time to understand workload, deadlines, and upcoming commitments.

## Time Tracking

- Time tracking: Record billable and internal work with a simple time workspace.
- Team time: Review time activity across the team to understand capacity and delivery effort.
- Time submission: Let team members submit time cleanly for review.
- Time approvals: Give managers a clear flow for approving submitted time before it becomes billable.
- Contractor time: Let contractors submit their work hours through a focused external workspace.

## Invoices

- Invoice management: Create, send, track, and manage invoices from one finance workspace.
- Invoice drafts: Prepare invoices in progress before they are ready to send.
- Invoice generation: Turn selected work and billing details into ready-to-review invoices.
- Invoice approvals: Add a review step before important invoices are sent to customers.
- Payment tracking: Follow invoice status, due dates, and customer payment activity.

## Expenses

- Expense overview: Give businesses a clear view of spending, categories, and recent expense activity.
- Expense review: Review and refine captured expenses before they become part of the books.
- Expense approvals: Route expenses through an approval flow for better control.
- Recurring expenses: Track predictable costs without recreating the same expense again and again.
- Mileage tracking: Record business travel in a structured way for reimbursement or reporting.
- Expense categories: Keep spending organized with clear categories and business-friendly guidance.

## Imports

- Import center: Bring outside financial records into Zync for review and organization.
- Bank statement import: Turn statement files into structured records that are easier to reconcile.

## Contractors And Vendors

- Contractor management: Track contractors, their details, work, and billing history in one place.
- Contractor bills: Review contractor billing records alongside the contractor profile.
- Vendor management: Organize supplier and vendor relationships with profile and activity details.
- Payout ledger: Track contractor payouts from draft to paid so obligations stay visible.

## Reports

- Reports home: Give business owners a central place to understand performance and financial health.
- Expense reports: Summarize spending patterns so costs are easier to control.
- Cash flow reports: Show how money moves in and out of the business over time.
- Profit and loss: Present income and costs in a clear business health snapshot.
- Productivity reports: Help teams understand how time and effort translate into output.
- Bad debt reports: Highlight unpaid or risky balances that need attention.
- Advance tax reports: Estimate upcoming tax obligations before they become surprises.
- Annual summary: Wrap the year into a clear overview of business activity.
- VAT reports: Prepare sales-tax style summaries for easier financial review.

## Knowledge Base

- Knowledge base home: Put important internal knowledge, pinned documents, and recent updates within easy reach.
- Internal wiki: Let teams write, organize, and maintain company knowledge in a structured workspace.
- Client vaults: Store client-specific files in organized, permission-aware spaces.
- File previews: Let users review uploaded documents without leaving the workspace.
- Knowledge settings: Control sharing, access, and document visibility from one place.

## Support

- Support center: Help teams manage customer questions and service requests in a dedicated workspace.
- Client tickets: Let clients open and follow support requests from their portal.
- Ticket priority: Make urgent customer issues easier to spot and handle first.

## Settings

- Business profile: Manage company details, billing rules, contact channels, and workspace preferences.
- Team management: Invite users, approve access, freeze accounts, and manage who belongs in the workspace.
- Roles and permissions: Control what each person can see and do with clear access levels.
- Localization: Configure language, country, time zone, and currency preferences for the business.
- Currency settings: Manage preferred currencies and exchange-rate sources.
- Time settings: Set time-tracking rules that match how the business bills and reviews work.
- Invoice settings: Configure invoice behavior, identifiers, templates, and finance preferences.
- Expense settings: Tune expense rules, reporting periods, and categorization preferences.
- Customer settings: Shape customer defaults and relationship-management preferences.
- CRM settings: Customize pipeline stages so sales tracking matches the business process.
- Proposal settings: Adjust how proposals are prepared, presented, and followed up.
- Contract settings: Manage contract preferences for smoother client agreements.
- Calendar settings: Connect scheduling preferences and choose how work appears on calendars.
- White label settings: Apply brand colors, logos, and domain choices for a client-ready experience.
- Portal settings: Control the client-facing portal experience and what customers can access.
- Module settings: Turn workspace areas on or off so each business keeps only what it needs.
- Integrations settings: Connect outside business tools and monitor their connection health in one place.
- Billing settings: Manage the company subscription, plan details, and payment preferences.
- Cancellation flow: Capture cancellation reasons and guide account changes with less friction.
- Data privacy: Give teams visibility into what business information is stored and how it is organized.
- Security settings: Support safer account access with stronger sign-in controls.
- Connected app approvals: Let users review and approve trusted external connections.

## AI Assistance

- AI assistant: Help users draft, summarize, categorize, and move faster across everyday business work.
- Expense suggestions: Recommend useful expense categories and business-use guidance during review.
- Usage analytics: Show where smart assistance is creating the most value across the workspace.

## Admin Dashboard

- Admin overview: Give Zync operators a high-level view of tenants, usage, revenue, and platform health.
- Tenant management: Manage customer workspaces, plans, join dates, and account status from one control center.
- Tenant provisioning: Create new customer workspaces quickly with the right plan and setup details.
- Tenant overview: Show each workspace’s subscription, value, activity, and key account details.
- Tenant audit: Review account history, payments, plan changes, service activity, and important events.
- Tenant user management: Approve, freeze, and manage users inside a customer workspace.
- Tenant roles: Adjust access rules for people inside a customer workspace.
- Admin roles: Manage Zync staff access with clear permission levels.
- Tax rates: Maintain official tax-rate history so financial views stay aligned with current rules.
- Billing plans: Manage plan packaging for Freelancer, Business, Enterprise, and White Label customers.
- Admin reports: Track revenue, signups, tenant growth, and business trends.
- Admin analytics: Understand adoption, funnels, and smart-assistance usage across the platform.
- Incident management: Publish, update, and track service incidents for clear operational communication.