Milton can do many of the same things as your own employees—managing contacts, organizing projects, and handling financial reports—but without all the overtime pay and emotional costs. That’s because Milton isn’t a human, it’s a fully integrated, secure, and portable web-application that offers all the tools that business owners need to run service-based companies. Unlike a human being, Milton never loses a client referral, he never forgets an important deadline, and he always keeps track of how much time was spent on each project.
To get Milton in your own office, sign up for a free 30-day trial and choose what task you’d like Milton to handle first. Add company information such as billing addresses and hourly rates through the setup page, then head back to the dashboard to start working on specific tasks. If you need help managing the addresses and phone numbers of your clients and associates, then go to the Contacts section and start inputting your current information. Milton keeps track of any information you put in, and gives you an automated to-do list that shows when you need to follow up with certain clients or when you should expect to hear back about an important proposal.
In addition to handling contacts, Milton can also take care of billing, thanks to an intuitive invoicing system, and proposal management. He’ll send you a message when a follow-up is needed to close an important deal, and even track the time you have spent working on each individual project. For small business owners who wish they could afford to hire more help, Milton is an application that can provide many of the services of an actual employee without all the headache and cost.
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