Welcome to HerdOfficeThe BMS Platform That Drives Success

Managing Your Business, Projects, Employees, and Customers Has Never Been This Easy!

14-Day Free Trial!

Built To Help You Reach Success

HERDOFFICE helps businesses automate and optimize their operations and is designed to streamline processes, improve efficiency, and drive profitability.

Professionalism

PROFESSIONALISM

Establish and maintain a professional image with your Employees and Clients

Your own company URL
Your company banded Customer Dashboard
Your brand logo on documents and contracts
Your own branded Employee Dashboards
Your own branded Client Dashboards
Customizable features to fit your business type

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Productivity

PRODUCTIVITY

Manage your Business, Employees, Customers, and Clients, in one place

Easy central or remote employee collaboration
Centralize all business documents
Easily manage and delegate tasks
Great for remote working teams

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Profitability

PROFITABILITY

Automate billing and revenue recognition to streamline the contract-to-cash cycle.

Sell digital, physical, and service products
Allow clients to sign digital contracts
Create recurring subscriptions and billing
Generate reports for every business department

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HerdOffice is a business management system that's
powerful and refreshingly simple to operate

Here are a breakdown of some of the key features found in HerdOffice

Project Management

Manage your projects, tasks, and subtasks across teams

Create Projects
Assign Employees & Clients
Milestone tracking
Ghantt Charts
and much more

Task Management

Easily manage employee and client tasks in one place.

Internal and remote task assign
Manage by list or Kanban board
Task Calendar overview
Create billable tasks
and much more

Contract Management

Create unlimited standard and digital contracts .

Contracts can be digitally signed
Manage contracts via type
Customizable
Tack contract values
and much more

Leads

Easily manage business leads and convert them to paying clients.

Create proposals and estimates
Manage leads in groups
Track and manage lead value
Embeddable lead capture form
and much more

Clients & Customers

Serve all your Clients and Customers easily in one dashboard.

Sell physical and digital products
One-Time or recurring billing
Email Free Communication
Provide ticket support
and much more

Employees & Freelancers

Collaborate with in-office, remote, and contract employees.

Track attendance and leaves
Track time spent on tasks
Assign to tasks and projects
Employee dashboard with timer
and much more

Estimates & Billing

Manage your Automate billing and revenue recognition to streamline the contract-to-cash cycle.

Create and send client estimates
Estimate approval system
Automated billing
?
and much more

Invoicing

Simple and professional invoicing features to keep your income coming in.

Standard invoices
Recurring cycle auto invoices
Time logging invoices
Export invoices
and much more

Payments & Expenses

Manage your Automate billing and revenue recognition to streamline the contract-to-cash cycle.

Standard invoices
Recurring cycle auto invoices
Time logging invoices
Export invoices
and much more

Ticket Support System

Save time from using email using advanced support features.

Customer Feedback
Ticket Support System
Knowledgebase
Open & Close tickets
and much more

Messages & Notices

Save time from using email using advanced support features.

Send mass notices to Clients
Send mass notices to Employees
Send & Receive Client Messages
Send & Receive Staff Messages
and much more

Events

Save time from using email using advanced support features.

Send mass notices to Clients
Send mass notices to Employees
Send & Receive Client Messages
Send & Receive Staff Messages
and much more

Video Conferencing

Convenient built-in Zoom video conferencing.

Integrated with Zoom
No Need to login to Zoom
Schedule Employee Meetings
Schedule Client Meetings
and much more

Events

Save time from using email using advanced support features.

Send mass notices to Clients
Send mass notices to Employees
Send & Receive Client Messages
Send & Receive Staff Messages
and much more

Reports

Analyze what does and doesn’t work for your business.

Task Reports
Time Log Reports
Finance Reports
Income & Expense Reports
and much more

Customization Features

Customize department modules to fit your business.

Custom Fields
Roles & Permissions
Theme color settings
Lead Management settings
and much more

E-Commerce

Collaboration tools to keep your organization and teams in sync.

Create & Sell service products
Create & Sell digital products
Organize products by categories
Export as Exel or CSV docs
and much more

Payroll

Setup payroll components and generate salary slips.

Create salary components
Create salary groups and assign
Create salary methods
Generate monthly salaries
and much more

Powerful Role-Based Company Access Options

You control how your Administrative Management Staff, Employees, Freelancers, Contractors, Clients, and Customers have access to your company.

Company Admin(s)

The first step involves an onsite visit from a computer works expert.
Company Employees

The first step involves an onsite visit from a computer works expert.
Clients & Customers

The first step involves an onsite visit from a computer works expert.

Ready to take your business to the next level?

We can help! Our team consults with businesses of all different sizes.

See why customers love
working in HerdOffice