Enterprise Web Enabled Business CRM  

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