Project management for service providers
With bexio, confusing to-do lists are a thing of the past.
Project management software for SMEs
More than 100'000 SMEs in Switzerland rely on bexio.
Everything in one piece of simple project management software
Small business owners, the self-employed and start-ups, in particular, are often faced with a challenge when it comes to choosing the right project management software: free programs often do not offer all the required functions. Many fee-based project management tools are also too complex for small businesses. And that hinders the workflow!
That's why bexio is the ideal solution for small businesses, freelancers and start-ups: bexio offers the most important project-planning features in a simple and intuitive web-based software package – perfectly tailored to the needs of small businesses.
Give your full attention to your customer projects
Good project management software provides you with exactly the overview you need. With bexio's lean project management software, chaotic to-do lists are a thing of the past. You have all the most important aspects in view immediately: how much time have you or your team already put in? Are you on budget? When is the deadline? All very straightforward, in simple web-based software. The result: you work more efficiently and can finally give your full attention to the project itself instead of to organising your projects.
Log times on a granular level
Do you often not know how much time you actually need for a task or a project? Record how long you or a team member worked on a task on a granular level. Log times to the minute online, either within the project or per task, e.g. at your convenience with the built-in stopwatch feature.
For better teamwork
Invite team members to a project and assign them a role (e.g., team leader). Assign individual tasks or entire projects to team members. So everyone knows who needs to work on what. For more efficient and transparent teamwork.
Bill time and services in just a few clicks
The project is complete. Time to send your invoice to the customer! Easily import billable time, pre-defined hourly rates and expenses into the invoice at just the click of the mouse. All that remains is to quickly export the invoice as a PDF, or simply send it directly from your bexio account to the customer via email. Done in no time.
Milestones, work packages and task management
With bexio, you can master even larger projects with ease:
- Divide your projects into manageable milestones.
- Create work packages to be completed for each milestone.
- Record tasks and assign these to team members.
See the status of a task (open or overdue) at a glance. And thanks to the "email reminder" feature, you're guaranteed not to forget those important tasks – even if you are not logged in to your bexio account.
Efficient cost planning – so your projects are highly profitable
Keep track of the project budget and costs:
- Define your project budget.
- Choose how the project should be billed: e.g., at a fixed price or by the hour.
- Determine which business activities ought to be billable.
- Set hourly rates by project, activity and employee.
- Log expenses and see all of a project's receipts at a glance.
- See how much of a project's budget has already been used up, or how much of the expected time you've already spent.
Nurture your customer relationships in a targeted manner
Always be optimally informed when communicating with your customers: for example, in a customer's document flow, you will see all quotes, invoices and other supporting documents. You also have a direct overview of all projects, tasks and logged times. Learn more about the CRM features of bexio.
More than just project management software
bexio is more than just project management software: with bexio, you have your entire accounting under control, and more. Create quotes, invoices, and even payment reminders in just a few clicks. Connect your e-banking to bexio and see which invoices have already been paid. And lots more! Everything online and accessible from any device – whether Mac, Microsoft Windows, tablet or smartphone. Learn more about the features of bexio.
Being a small design agency, time is precious and staying on top of everything is crucial. bexio makes accounting simple and easy to use. That leaves more space for creativity.
With bexio we have found a Swiss business software that relieves our finance management with its automated accounting and at the same time convinces with a top service.
With bexio Pay, our card transactions are booked automatically - a major advantage for recurring payments like software subscriptions. The auto-accounting feature instantly assigns all accounting details, eliminating the need for manual adjustments. The higher our transaction volume, the greater the time savings. Thanks to amnis' competitive fx rates and 0% foreign transaction fees, we achieve significant cost savings. A brilliant solution that truly makes a difference for us!
Test the No. 1 in Switzerland now
30 days free and without obligation.
