Getting Started Is Easy!
Our QuickBooks Integration is the best in the industry and is designed to provide an automatic "hands-off" link, eliminating duplicate data entry! Our CRM will become the "front of house" system for all of your team, pushing QuickBooks into the background for accounting purposes with limited user access.
Leads and marketing
Manage all of your sales-leads and send bulk Email campaigns with the included SendGrid integration
proposal and sales pipeline
Use our exclusive "Promote & Quote" to upgrade a lead and generate rich PDF and Emailed proposals
order processing and fulfillment
Our centralized order processing funnels all of your order channels into the CRM for processing
PURCHASING AND RECEIVING
Bar-coded scan & receive and linked PO's designed to manage inventory more efficiently.
Generate both internal and customer-site workorders, including powerful contract and billing options
Multi-resource Scheduling, tasks and follow-ups to make sure nothing falls through the cracks again