With Ceboa® you can easily manage your personal and business information, client accounts, invoices, accounts payable expenses, financial accounts, business tax planning, sales leads, suppliers, business files, such as documents, images, video, and audio, and, operational information. Ceboa enables you to easily create shared information such as web-page content for your business web site and information for e-mail distribution. Ceboa gives you the freedom to be truly mobile and still have access to the client, business, and operational information that you need when you need it.
Ceboa gives you control of your business anytime and from anywhere. Ceboa provides web-based private and secure access to your critical business information. Ceboa's business management resources are tailored for the business needs of independent professionals.
Ceboa gives you control of your business anytime and from anywhere. Ceboa provides web-based private and secure access to your critical business information. Ceboa's business management resources are tailored for the business needs of independent professionals.
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Ceboa Resource Benefits
Only Ceboa gives you true business flexibility and information mobility. Ceboa is:
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Ceboa Mobility and Security Benefits
Only Ceboa gives your business the freedom of mobility. Ceboa is:
Boost your sales, advertise your business, be found more easily on the web:
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Ceboa Small Business Manager Features | |
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Manage Client Accounts and Billables
Ceboa's Account Manager is an easy to use resource tailored for the account management needs of independent business professionals providing business services, such as sole practitioner attorneys, real estate agents, independent sales representatives, property managers, and so on.
Manage Sales Leads
Ceboa's sales lead management facilities enable you to quickly and easily create a sales lead, manage information about the sales process, control next step actions, and track your sales forecast. As part of the Account Manager, a sales lead is easily transitioned into an active client account once the sale has been completed.
Manage Invoices and Client Expenses
The Invoice Manager provides an easy to use resource to create an invoice for a client and manage individual billable items. You can manage billabe expenses for services, mileage, ad hoc purchases, travel, and transportation.
Accounts Payable and Expenses
Manage your business expenses with simple to use accounts payable management of your recurring business expenses and monthly purchases. You can maintain expense information for services, mileage, ad hoc purchases, travel, and transportation.
Financial Accounts Management
Manage your financial accounts, such as: Checking, Savings, Credit Card, Brokerage, IRA, 401K, and Mutual Fund. Integrates your invoice income and business accounts payable expenses with your financial accounts for simplified and more accurate account and business finance information.
Business Tax Planning
Estimate your quarterly and yearly business taxes based on your invoiced billable service expenses and your business accounts payable expenses.
Store Files, Audio, Video, and Images
Upload and store files for later access and download. You can store documents, pdf files, audio, video, and images, for example. Store and view images and store them in one or more photo albums for use in your business collateral and web site.
Create Web Content for Your Business Web Site
Create customized web content for your business web site including the ability to publish your marketing material, display images and image sets in viewers, download video and audio files, and email stored files and publishable content. This web site is an example of publishable web content easily created with Ceboa.
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Manage Physical Assets and Expenses
Maintain information about your physical assets, such as real property, vehicles, and equipment. Use the Expense Management facilities to manage and track asset related expenses.
Notes, Articles, and Books
Ceboa's Article Editor lets you easily create and update information. Using Ceboa's Article Editor, in combination with Ceboa's File Library and Image Manager, you can create visually appealing and informative web pages with nicely formatted text layouts containing images, video, audio, and links to other articles, web sites, and files. This web site is an example.
Publish, Share, and Email Stored Content
You can optionally mark articles as publishable allowing you to place the articles on your web site or email articles to your clients. This facility gives you an easy way to update your material without having to redeploy your web pages through a web master to resend your revised content to clients.
Day Planner - Calendar
A fast and simple way to schedule your activities and appointments and view your information by day, week, and month. Client and sales lead actions scheduled for the displayed calendar period automatically show up on the calendar without having to create an event.
Contacts - Address Book
Create address and contact information of individuals and businesses. You can send an e-mail from the address book, and, get a map to the contacts location. The Address Book is also integrated with the Account and Sales Lead Manager.
ToDo
Maintain an organized set of information on one or more ToDo lists. You can create ToDo lists for specific topics, such as business, personal, client, sales lead, and assets. You can create your own set of ToDo categories, set a status and priority, and, optionally associate a ToDo with a specific date or time.
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