| Basic features |
Basic |
| Contact management (CRM) |
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| Contact point with all current information |
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| Task and personal activity calendar |
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| Automated note system (communication history) |
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| Completed task creates a note |
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| Extra notes for phone calls or general comments |
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| Faxes become notes (with link to actual fax) |
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| Cover letters become notes (with link to letter) |
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| Incoming communications can be scanned in |
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| Incoming e-mails attached and linked to a note |
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| Outgoing e-mails attached and linked to a note |
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| Integrated e-mail system |
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| Integrated electronic messaging system |
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| Contact reports |
• |
| Sales Assistance |
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| Track customer preference |
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| Sales prospecting |
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| Sales stages |
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| Order status |
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| Sales projection (dashboards) |
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| Sales reports |
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| Sales opportunity delegation |
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| Sales lead statistics |
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| Mass mailing |
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| Order Handling |
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| Standard inventory items and custom goods |
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| Generate quotes (later to become order) |
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| Net profit analyzer |
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| Customized sales groups |
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| Customized production groups with tracking |
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| Supervisor approval function |
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| Automated shipping documents |
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| Packing list |
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| Bill of lading |
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| Shipping/delivery confirmation |
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| Integrated invoicing (full and partial) |
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| Integrated order payments/receivables |
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| Credit notes integration |
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| Integrated notes system for order history |
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| Inventory |
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| Detailed item description |
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| Customized inventory sections |
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| Item images |
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| Automated direct web sales |
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| Estimated gross/net profit per item |
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| Manufacturing expenses from procurement |
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| Estimated expenses for overhead |
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| Profit warnings (dashboards) |
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| Lumber inventory |
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| Calendar inventory |
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| Item inventory |
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| Automated adjustable pricing |
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| Different pricing levels |
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| Procurement |
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| Automated purchase orders |
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| Special POs |
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| PO allowance per user |
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| Complete procurement inventory |
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| Details for each inventory item |
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| Multiple vendor per item |
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| Price tracking for each vendor |
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| Part number tracking for each vendor |
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| Freight tracking for each vendor |
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| Procurement database management |
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| Automated inquiries |
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| Previous pricing on item automation |
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| Price changes to POs |
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| Customized divisions of procurement |
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| Financial integration |
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| Cash flow or accrued accounting |
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| Easy to use check writing |
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| Integrated payment on orders |
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| Receivables |
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| Payables |
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| Payroll |
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| All standard accounting reports |
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| CPA certifying of transactions |
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| Tax tables for payrolls |
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| Multiple sales tax levels |
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| Integrated purchase orders |
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| Currency integration |
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| Integration with credit card payment |
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| Human Resources |
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| Individual location calendar |
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| Personal payroll information |
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| Expense reports |
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| Employment forms |
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| Time tracker |
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| Dashboards |
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| Standard dashboards (50) |
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| Customized dashboards |
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