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SMB Starter

Everything your small business needs to run smoothly

Essential business operations platform for small businesses and agencies

5 Modules
2 Workflows
edge Tier

Included Modules

Required Modules

project-tracker
Setup order: 1
time-tracking
Setup order: 2
client-portal
Setup order: 3
invoicing
Setup order: 4

Optional Modules

expense-tracking
Optional add-on

Workflows

Project-Based Billing

Track project time and automatically generate invoices for clients

1
project-tracker
Create project with client assignment
2
time-tracking
Team tracks billable hours on project tasks
3
invoicing
Automatically generate invoice from tracked billable hours
4
client-portal
Client receives invoice notification in portal
5
invoicing
Client pays invoice online via Stripe/PayPal

Employee Expense Reimbursement

Track and reimburse employee expenses

1
expense-tracking
Employee submits expense with receipt
2
expense-tracking
Manager approves expense
3
invoicing
Reimbursement processed via payment gateway

Key Benefits

Run Your Business Like a Pro

Project management, time tracking, client portal, and invoicing in one platform

Save 15 hours per week on invoicing and time tracking
Get paid 2x faster with online payments and automatic reminders
Impress clients with a professional branded portal
Track project profitability in real-time
Reduce payment delays by 60% with automated workflows

“SMB Starter transformed how we run our agency. We went from scattered spreadsheets to a unified platform. Our cash flow improved by 40%.”

Mike Chen
Digital Marketing Co.

Solution Details

Solution ID
edge-smb-starter
Version
1.0.0
Tier
edge
Company Type
smb
Domain
generic

Features

Project Tracking
Task Management
Kanban Boards
Gantt Charts
Time Tracking
Billable Tracking
Invoicing
Online Payments
Client Portal
White Label