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