Features

"All the tools to skyrocket your business"

Ordering
Ordering

Create your order forms

Streamline your business with customizable online order forms, integrated service catalogs, collaborative order management, and tailored automations for enhanced efficiency and client engagement.

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Flexible Order Forms
Flexible Order Forms

Create online order forms and embed on any website. Forms can include appointment scheduling and payments.

Service Catalog
Service Catalog

Create your catalog of services that can be purchased and/or booked depending on the nature of your business.

Order Management
Order Management

Assign orders to team members and collaborate using order comments. Subscribe to orders to receive updates.

Order Customization
Order Customization

Customize Ordaana to suit your business needs by creating custom order fields, order statuses and automations.

Scheduling
Scheduling

Let clients schedule easily

Maximize efficiency with dynamic scheduling for virtual and physical events, multi-user availability, personalized business hours, and services-based booking to streamline customer appointments and team coordination.

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Flexible Order Forms
Schedule Management

Set your business hours and scheduling preferences. Let customers self-book and reschedule events with ease.

Flexible Order Forms
Virtual & Physical Events

Accept sales and service bookings with on-site events, off-site events or virtual events with video conferencing.

Flexible Order Forms
Multi-User Availability

Allow each team member to set their own availability to accept appointments. View all schedules on a calendar.

Flexible Order Forms
Services-based Scheduling

Dynamic scheduling based on service durations. Use slot finder to easily find & book available team members.

Client Engagement
Payments

Offer easy payment options

Efficiently manage finances with customizable payment forms, easy invoicing, automated reminders, and comprehensive financial reporting for accurate bookkeeping and insightful analytics.

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Data capture forms & lead management
Payment Forms

Create quick payment links or complex payment flows to collect client payments, and send automatic reminders.

Data capture forms & lead management
Invoices

Easily create invoices and link to client orders. Accept full and partial payments and manage refunds with ease.

Data capture forms & lead management
Payment Reminders

Send custom automated payment reminders and allow clients to view open balances and pay them all at once.

Data capture forms & lead management
Subscriptions

Set up and manage recurring client payments to ensure consistent revenue flow without manual intervention.

Client Engagement
Client Engagement

Keep your clients engaged

Enhance client engagement with personalized portals, secure document sharing, comprehensive 360° client overviews, and two-way SMS messaging for a seamless and interactive service experience.

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Personalized Client Access
Personalized Client Access

Provide clients with their own dedicated portal. They can view and interact with their orders and appointments.

Secure Document Sharing
Secure Document Sharing

Safely share files with clients through their portals. Clients can also upload files, enhancing service efficiency.

360° Client View
360° Client View

Get a 360° overview of client interactions, including past orders, outstanding balances, and payment histories.

SMS Messaging
SMS Messaging

Allow your team to have 2-way SMS conversations with clients before, during and after the service is delivered.

Client Engagement
Tasks and Automations

Enhance team productivity

Streamline team productivity with intuitive task management, automated task creation, customizable workflows, and visual project tracking for dynamic coordination and enhanced operational efficiency.

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Data capture forms & lead management
Task Management

Create, assign, and prioritize tasks to team members.

Data capture forms & lead management
Task Boards

Organize tasks using customizable Kanban style boards.

Data capture forms & lead management
Automation

Automate task creation with order and form based triggers.

Data capture forms & lead management
Customizations

Customize task statuses and notifications to fit your workflow.

World's Best Small Business Management Software to help you grow.