Manage clients, invoices, purchasing agreements, purchase orders, communications, contacts, locations, incidents, service requests and much more! Clients also have their own app to request service, create incidents, view agreements, and purchase products and services online.
Manage Corporate Leads, contacts, opportunities, interest in products and services, communications, documents, notes, draft pricing agreements and proposals.
Individual Lead App
Manage individual leads if you work directly with consumers, interest in products and services, communications, documents and opportunities.
Record opportunities and manage lifecycle from establishment, qualification through to closure. Opportunity App also provides pipeline management, BSocial sharing and collaboration, product and service associations, communications management, proposal generation, online acceptance and much more!
Mailing List App
Create and manage mailing lists for Marketing Campaigns and Notification Apps. Lists can be dynamic based on data or static data imported from a spreadsheet. Integrates with websites and emails to enable online subscriptions with options for subscribers to manage their own communication settings.
Create marketing campaigns or news letters using templated emails and send transactional emails and notifications. Track and alayse effectiveness using opens, clicks through rates, bounces, opportunities created and other transactional events. Provides invaluable insights into the effectiveness of your messaging strategy.
A contemporary invoicing app to modernise your invoicing process. Manages invoicing, statements and notifications. Email invoices and statements with online credit card payment option. Dashboard information provides insight into financial health, overdue invoices, aged debtor reports as well as integration with other financial systems.
A controlled way to create purchasing incentives for your customers. Create rule based Vouchers based on specific Products, Clients or generic ones.
Manage Services you deliver to your clients. Define resource requirements for both people and equipment. Enables you to manage and identify people and equipment within the organisation who can assist with delivering the services.
Grow your sales network with the Channel App. Create multiple sales channels and channel hierarchy. Supports up to three tiers of Channels with their own Pricing agreements for products and services. Create online purchasing and carts specific to the channel or lower tier channels. Channel examples: Wholesalers, Retailers or Referrers.