Basic features | Basic |
---|---|
Contact management (CRM) | |
Contact point with all current information | • |
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 | |
Track customer preference | • |
Sales prospecting | • |
Sales stages | • |
Order status | • |
Sales projection (dashboards) | • |
Sales reports | |
Sales opportunity delegation | |
Sales lead statistics | |
Mass mailing | |
Order Handling | |
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 | |
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 | |
Cash flow or accrued accounting | |
Easy to use check writing | |
Integrated payment on orders | |
Receivables | |
Payables | |
Payroll | |
All standard accounting reports | |
CPA certifying of transactions | |
Tax tables for payrolls | |
Multiple sales tax levels | |
Integrated purchase orders | |
Currency integration | |
Integration with credit card payment | |
Human Resources | |
Individual location calendar | • |
Personal payroll information | |
Expense reports | • |
Employment forms | |
Time tracker | |
Dashboards | |
Standard dashboards (50) | • |
Customized dashboards |
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