The Pro package includes everything in Standard, plus a small number of advanced features for practices that need them. Pro also includes up to 25 users but does not have a free tier.
Link your email inbox directly to Sodium so client correspondence is automatically filed and visible to your team.
Define your own data fields on client records — text, numbers, dates, and dropdowns — organised into groups that display as cards on the client page.
Bundle multiple services into packages that can be applied to clients in one step, with optional package-level pricing and proposal content overrides.
Generate invoices from your active services and push them straight to Xero, QuickBooks, FreeAgent, or Sage — with optional approval before they go out.
Organise users into teams and assign them to tasks so work is distributed by department or service line.
Assign teams to clients so your client base is structured by the team responsible for looking after them.
Visualise client progress through service stages on a drag-and-drop kanban board with live time-in-stage tracking and task details.