Though CRM, project management and invoicing are often separate applications, more companies are producing software that does more than one of these tasks by combining them into one package. Severa is web-based software that provides you with an all-in-one software solution for managing your business.
The price is unbeatable for lone freelancers and business owners, with a $0 price tag. If you work with a team that will need access to the software, it’ll cost 30 euros ($40) per user per month, with the first user free. Should the out-of-the-box package not have everything you need, Severa has add-ons available for a fee.
Severa succeeds in standing out from the field with one-click access to common features. The Dashboard (in the screenshot below) has a clean layout with good color contrast to help with quick scanning.
All of the fields, pages and drop-down menus are customizable so you can remove those you don’t need or add more options. Severa does a nice job of ensuring its forms display key information and limit the number of required fields.
You can search your data with keywords and limit searches to just one part of the application. Advanced search has a long list of columns to use as filters for searching. The right-hand side of the app holds a calendar and quick help box that changes based on where you point your mouse.
Viewing an account displays all of its contacts, cases and invoices. Like the rest of the app’s pages, the “Case” page avoids presenting too many fields. Cases come with a useful “Internal” tab for non-billable or internal work so you can track non-revenue producing activities. However, adding tasks to a case feels crude, as you can see in the next screenshot. It’s easy to make a mistake by not getting the format right. Those tasks are important when it comes to doing time sheets. The tasks will show up as an item so you can enter the time worked. This ties in with the invoice, which will reflect the time worked and the rate.
As an example, I created a new account called “WebWorkerDaily” (client) with Mr. Simon Mackie as the primary contact. I used this assignment in creating a new case from within the WebWorkerDaily account and referred to it as “Severa Project.” Adding the tasks came next, followed by entering my time for the assignment. So far, so good.
However, I hit a roadblock with the “Invoicing” and “Fees” sections. It took some experimenting before Severa finally spit out the invoice with the right information as it appears in the next screenshot. Once over the hump, I breezed through the application.
Severa has a sleek interface that lets you dive right in. It has a couple of minor obstacles, but so do most applications in this space. The CRM will suit those looking for a well-integrated and even-keeled solution, without feature overkill — it also sports LinkedIn, Facebook and Google Maps integration. Having CRM, project management and invoicing all in one app will make a lot of sense to many web workers.
The Finnish company’s software supports English (both U.S. and UK varieties) and Finnish.
What do you think of Severa’s CRM, project management, time tracking and invoicing solution?