
| 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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