CRM
Customer Relationship
Management
Engage with your Customers like it's a Standard.
Invoice & Estimates
With a click of a few buttons an invoice or estimate can be sent to your customer within minutes. With a lot of extra functions like:
Keep track of the quantities and dispatched items in your invoice. So you won't have to be guessing if you worked on it or not! Keeps track of time and handler as well! Find the responsible one!
Warehouse needs return and packing slips? We got you. With beautiful pre-built templates and fully customizable you are sure to handle slips and orders.
Inventory Management
Handles big data really well, even if you were or already expanding towards online integrations like wholesaling, retailing and more it is all managed in one place. Even building your own B2B website!
When dispatched in any part of our system that states that it will handle the inventory it is sure to be deducted with it's corresponding logs and handler.
Preset for different level of customers to get their corresponding price depending on their level or priority.
Customer Management
Manage all your customers in one place, that be from the B2B online site or from local walk-in customer. All connected in one place.
Send email campaigns however you want, from notifications to news and even weekly emails! All handled in one place.
Customer that comes more often than others? We handle that, we make sure you remember who is a regular and who comes once in a blue moon. From pricing on B2B sites to when opening an invoice.
Customer that doesn't pay? Make sure to mark it and we'll let everyone who deals with them know!
Mutli-Company Management
Take charge of all your companies in one place. Instead of multiple accounts managing from all over the place, do it in one.
Don't worry about the branding, name and everything in the invoice. We'll handle that.
Look at which company is doing their best and which needs a little push. With beautiful report sheets and graphs to visualize.
Employees
Allow access to your employees to keep track of their actions and also know who to call when an error occurs!
Got a few modules that you don't want a such someone access? Just easily toggle the modules you don't want them to access!
Tiny details from their likings and birthday is important, so make sure you remember their birthday, W-9, I9 and other forms that they have filled as well personal information as well!