Features

Complete visibility at various levels Reflect your staff structure in Glide to ensure all team members with responsibility over the client or service line have

Full automation you can trust Whilst message automation features are fairly common, successful implementations where messages are genuinely fully automated are rare – the reason

Visualise staff allocations Staff can be allocated and allocations can be locked to ensure that clients are not disappointed with rearranged dates or team members.

Automatic Xero invoice generation in Glide For firms that maintain their own practice accounts in the Xero accounting system we have a fantastic integration. Automatically

Understand client and job profitability Glide’s time and fees add-on is a very logical extension to the workflow engine. With your clients and jobs already