Globalesm

Client operations platform

Every client, every workflow, one platform.

Accounts and sales, projects, time and billing, people, and a full healthcare suite, with an AI assistant that works inside your own data. Enterprise security from day one.

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14-day trial · no credit card required

Northside Clinics
Unbilled
12.5 h
Open AR
$4,860
Tickets
3
Margin
41%
WorkStatusAmount
Interface fix · 2.0 hTo invoice$300.00
INV-2026-0041Paid$2,400.00
Retainer · SeptemberSent$2,460.00
Example data
  • Per-tenant isolation
  • Encrypted at rest and in transit
  • Append-only audit trail
  • SAML SSO
  • Hosted on AWS, US

One platform for the work around your clients.

6 suites · 29 modules · turn on what you use

Clients & sales

Who you work for, and who's next.

  • Accounts & contacts

    Account hierarchy, sites, roles, direct lines and department phones.

  • Pipeline

    Deals board, lead-capture forms and automated email sequences.

  • Contracts

    Templates, generation and e-signing.

  • Client portal

    Invoices, tickets and shared pages for your clients, read-only and live.

Delivery

The work itself, in one place.

  • Projects

    Boards, backlog and sprints, epics and sub-tasks.

  • Issues

    Ticket tracking and kanban, with a cross-project My Work view.

  • Docs

    A wiki with version history. Imports from Confluence.

  • Implementations

    Site onboarding pipelines with go-live gates.

Time & money

Hours in, invoices out, margin visible.

  • Time tracking

    Timers, timesheets and approvals, at snapshotted rates.

  • Invoicing

    Quotes, T&M, fixed fee, retainers with overage, card payments.

  • Expenses

    Receipts, reimbursement and approvals.

  • Banking

    Bank feeds and reconciliation against invoices and expenses.

  • Contractors

    Contractor profiles, their invoices, and payouts.

  • Cloud costs

    Cloud spend per client, with budgets and anomaly alerts.

People

Your team, and the people you hire.

  • People & HR

    Employee and contractor profiles and lifecycle.

  • Time off

    PTO requests, balances, policies and a team calendar.

  • Standups

    Daily updates and the team feed.

  • Applicant tracking

    Staffing applications, with E-Verify and payroll onboarding.

Healthcare

A practice's front desk and revenue cycle, plus the interfaces behind it.

  • Patient chart & schedule

    Patients, visits, problems, charges and the day's schedule.

  • Eligibility & benefits

    Real-time checks, insurance discovery, Medicare lookup, coordination of benefits.

  • Claims & payments

    Professional claims, payer acknowledgments, ERAs, denials and corrections.

  • Labs, documents & imaging

    HL7 lab results, clinical documents and DICOM studies on the chart.

  • AI note assist

    Drafts clinical notes for review, with patient identifiers redacted first.

  • Interface monitoring

    Your integration engine (Mirth, Open Integration Engine or BridgeLink) watched per client, with alerts and monthly reports.

  • Healthcare API

    Eligibility and claims over one vendor-neutral API, plus FHIR R4.

Platform & AI

What ties it together.

  • AI assistant

    Ask and act across your own data, limited to what your role allows.

  • Developer API

    REST and MCP, OAuth and scoped keys, every call logged.

  • Reports

    Profitability, AR aging and cross-team reporting.

  • Social posts

    Compose and schedule marketing posts.

From hours to paid invoices, without re-typing anything.

  1. 01 / 04Log

    Time goes against a project, at the rate that applies that day. Rates are snapshotted, never recomputed.

  2. 02 / 04Approve

    Timesheets go to a manager for approval before anyone bills them.

  3. 03 / 04Invoice

    Approved time becomes invoice lines: T&M, fixed fee, or a retainer with its overage.

  4. 04 / 04Get paid

    Clients pay by card on a hosted page. Margin per project updates as money comes in.

Pricing

Start self-serve in minutes. Scale up when you're ready - same platform, more support.

Solo

$12/ seat / month

billed annually

Everything you need to bill clients and see real project margin.

  • Time & expense tracking, invoicing
  • T&M and fixed-fee projects
  • Quotes & estimates
  • CRM pipeline, lead forms & contracts
  • Built-in AI assistant + reporting basics
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Team

Most popular
$24/ seat / month

billed annually

Team rates, approvals, and the modules an organization runs on.

  • Everything in Solo
  • Billable & cost rates, team reporting
  • Retainers with automatic overage billing
  • Contractors, banking & Stripe payouts
  • Standups, time off & PTO calendar
  • Timesheet approval & profitability
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Enterprise

Contact us

For API-first teams & compliance

SSO, the full developer API, and compliance - built for API-first teams.

  • Everything in Team
  • SAML SSO & audit log export
  • Full developer API (REST + MCP, OAuth & scoped keys)
  • Advanced CRM
  • Interface monitoring & healthcare interop
  • Cloud cost visibility by client
  • Custom onboarding, training & SLAs
Talk to sales

Talk to us

For Enterprise, or just to see if Globalesm One fits your team: tell us a little about your firm and we'll reply within one business day.

  • A guided demo of the parts that matter to you
  • Volume & annual pricing for larger teams
  • Migration from Harvest, Jira & Confluence
  • SSO/SAML & a security review for Enterprise

Prefer email? info@globalesm.com