Smart Fulcrum is designed for owners, managers, other employees of any service-based businesses. It is ideal for law firms, CPAs, business coaches, construction and handyman companies, concierge, nanny, or dog walking. Any business that has any combination of clients, staff, work tracking, invoicing, payroll, shift management, and appointments. Smart Fulcrum is so flexible that it can likely fit your business need.
Smart Fulcrum allows you to scale your usage as your business grows. The licensing model allows you to track as many employees as you need, while only paying for the number of customers.
Businesses will stay compliant with audit requirements, manage their business with ease, and easily access customer and staff data. See the Features page for more information.
Staff using the Smart Fulcrum mobile app have direct access to the information they need to provide excellent service to customers. Features include upcoming shift information and directions, customer overview and service needs, prompts and reminders for tasks, customized forms, and a collaborative messaging system that ensures that they remain connected to their team and the office.
Smart Fulcrum is cloud-based so any device with internet access can use this software (Desktop, Mac, iPad, Android, iPhone).
Smart Fulcrum has a web app that can be accessed by computer or tablet. The mobile app helps staff efficiently access and track data for their work. Office staff can remotely perform many business functions without needing to be at a desk.
Yes – there is a mobile app for iOS and Android.
The Smart Fulcrum mobile app allows staff to clock in and out of shifts. Using the mobile phone’s GPS features, managers can validate work activities using GPS location and ensure that staff are at the scheduled customer location.
Wonderful! We are excited to help you begin to experience the benefits of increased efficiency. Contact us for a consultation. Because every business is different, the time to start can vary. The consultation will help us ensure that your business roles and role capabilities are matched in the software experience. We will help you import your employee and client data such that you can start using the software as quickly as possible.
Because Smart Fulcrum is modular, you only purchase and use the modules that apply to your business. As your customer base increases, the app and pricing scales to support your growing business.
Yes. Stay tuned for more information about our community resources and training videos.