SystemX The all-in-one Business Management platform for Consultants

What is SystemX?

SystemX provides a comprehensive, all-in-one business management platform tailored specifically for consultants across North America. It aims to streamline various operational aspects by integrating essential tools into a single system. Users can manage projects collaboratively, track time accurately for billing and payroll, and generate professional, customizable invoices efficiently.

The platform also includes features for creating quotes, managing expense reports, securing documents with electronic signatures, and handling human resources tasks. SystemX facilitates the entire client management lifecycle, from proposal creation and contract signing to project execution and payment collection. It offers integrations with other tools and includes a mobile app for managing business activities on the go, ensuring consultants can maintain productivity and organization from anywhere.

Features

All-in-one Platform: Comprehensive business management suite for consultants.
Project Management: Streamlined, collaborative, and goal-driven project tools.
Professional Invoicing: Generate polished, customizable, and efficient invoices.
Time Tracking & Timesheets: Accurate tracking of billable hours for financial clarity and revenue maximization.
Expense Reporting: Comprehensive expense tracking and management.
Electronic Document Signing: Secure and convenient electronic signature system.
Quoting: Create professional quotes effortlessly.
Human Resources Management: Tools for managing personnel files and candidate selection.
Mobile App: Manage business operations on the go (iOS and Android).
Integrations: Connect with other tools to optimize workflow.
Free Document Generators: Tools for creating invoices, quotes, timesheets, etc.

Use Cases

Managing consulting projects from initiation to completion.
Tracking billable hours accurately for client invoicing.
Generating and sending professional invoices and quotes.
Managing employee timesheets and expense reports.
Securing contracts and documents with electronic signatures.
Overseeing human resources tasks within a consulting firm.
Analyzing business performance through integrated reporting.
Streamlining the entire client management lifecycle.
Running a consulting business remotely using the mobile app.

FAQs

What payment methods are accepted besides credit cards?

SystemX accepts wire transfers, eTransfers, pre-authorized debits, and checks, in addition to credit cards. Invoices have 'Net 30' payment terms with a 1.5% late fee.
What happens after the 14-day free trial ends?

After the 14-day free trial, your account will be locked. Your data will be kept for 90 days, allowing you to upgrade to a paid membership and retain access.
Are there limits on clients, projects, or quotes?

No, there are no limitations on the number of clients, projects, or quotes you can create in any SystemX plan. The platform is designed to handle large volumes of data.
Is there a money-back guarantee?

Yes, SystemX offers a 30-day money-back guarantee on any plan, starting from the initial purchase date. Contact support@systemx.net for refunds.
Are there transaction fees for online payments?

Yes, SystemX charges a flat 3% fee for credit card transactions and a flat 1% fee for bank transfers processed through the platform.