Welcome to HerdOfficeThe BMS Platform That Drives Success

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

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.

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

    Great work!!

    Angel Investor

    Awesome work

    They are a partner with expertise in making trade shows effective.
    5.0
    Ernest Smith

    Angel Investor

    Excellent team!!!

    They are a partner with expertise in making trade shows effective.
    5.0
    Thomas Smith

    Angel Investor

    Awesome work

    They are a partner with expertise in making trade shows effective.
    5.0
    Monica Smith

    Web Designer

    Very effective!!

    They are a partner with expertise in making trade shows effective.
    5.0
    Eloise Smith

    UI/UX Developer

    Very fast!!

    They are a partner with expertise in making trade shows effective.
    5.0
    Martha Smith

    CFO at Ritmo

    Nice job!!

    They are a partner with expertise in making trade shows effective.
    5.0
    Vincent Smith

    CEO at Ritmo

    I love HerdOffice!

    They are a partner with expertise in making trade shows effective.
    5.0
    Martin Smith

    Senior Analyst

    Awesome company!!

    They are a partner with expertise in making trade shows effective.
    5.0

    On the go?
    No worries.

    HerdOffice can be accessed on laptop, mobile or tablet.
    Responsive and clear data visibility on all types of devices.

    Start todayCreate something meaningfulHave a new project in mind? Let's talk!

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    Schedule an appointment with us to discuss your goals and needs.
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