CRM Contact Management
- Contact, Customer, Vendor/Supplier
- Contact management made easy
- Add any meta data to a entity on the fly
- Calendar
- Multiple layouts that are responsive to different screens
- Scheduling with various views
- Tasks
- Create and manage tasks and easily share them
- Messages
- Create and manage messages and easily share them
- Document Management
- Manage documents like a pro
- Supported Documents: doc, docx, pdf, rtf, txt, xls, xlsx, zip, Images: bmp, gif, jpg, jpeg, png, Music / Audio mp3, wav, Videos avi, mov, mp4, ogg, ogv,
Sales & Marketing
- Products & Services
- Sell products and services using an interface that is easy to use
- Quotes
- Quote system that easily migrates into an Order
- Orders
- Order system that easily migrates into an Invoice
- Invoices
- Invoicing system with custom adapters to your favorite shipping vendors
- eSignatures (DTM)
- Digital Transaction Management (DTM) refers to the online facilitation of secure document signing and processing
Back Office
- Dashboard
- Complete real time view of your company's health
- 3 year rolling coverage
- Customizable widgets like: Income, Expenses, Profit, Payroll
- Receivables
- Manage income with ease and view them by category or as a transaction
- Expenses
- Manage expenses with ease and view them by category or as a transaction
- Timesheet
- Ability to track how many hours a worker has put into a specific task
- Payroll
- Ability to create and track payroll
eCommerce
- Storefront
- Online marketplace that provides a more convenient venue for exchanging virtually all types of goods and services
- Carts
- Create and manage multiple carts
- Ability to have 3 levels of cart authorizations ex:(Buyer, Manager, Agent)
- Communications
- At every transaction you can set up an email to provide fluid communication