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Promotion Tracking

  • Promotional Pricing by Item,

  • Promotional Pricing by Category,

  • Revenue Tracking per Promotion,

  • Identify Lead/Customer Source

CRM Marketing Integation
Promotion Tracking

Lead Management

  • Bulk Lead Import (XLS),

  • Bulk Assignments, Phone-Call,

  • Email, Follow-Ups,

  • Document Management,

  • Appointment Scheduling

CRM Lead Management
Lead Management

Proposal Generation

  • 20 configurable price levels,

  • promotional pricing,

  • bulk (quantity) discounts,

  • PDF proposal generation,

  • E-signature capture, margin/profit analysis,

  • opportunity (pipeline) tracking,

  • built-in commission tracking

CRM Proposal Generation
Proposal Generation

Order Management

  • Process orders from CRM,

  • E-Commerce and EDI in a single interface,

  • realtime inventory counts,

  • backorders, dropship,

  • UPS/Fedex, etc

  • Label generation,

  • Freight Integration,

  • Drop Ship,

  • PO Generation,

  • Work-Order Generation,

  • Warrant/Contract generation,

  • Task Assignments, Alerts & Notes,

  • Project Management,

  • QuickBooks Integration

CRM Order Fulfillment
Order Management

Inventory Control

  • Configurable (Related) products,

  • serialized inventory,

  • units of measure,

  • quantity break discounts,

  • multi-vendor tracking,

  • item security settings,

  • build assemblies,

  • multi-warehouse tracking,

  • stock transfers,

  • RMA and vendor returns,

  • bar-coded shipping,

  • bar-coded receiving,

  • sales commission configuration

CRM Inventory Control
Inventory Control

Customer/Field Service Automation

  • Work-Order Management,

  • Project Management,

  • Resource Scheduling,

  • Parts and Supplies Billing,

  • Time Sheet/Time Tracking,

  • Integrated Knowledge Base,

  • Warranty/RMA Tracking,

  • Serialized Product Tracking,

  • On-Site Invoicing with E-Signature Capture,

  • Phone-Call/Email/Followups,

  • Document Attachment/Management,

  • Customer Self-Service

CRM Field Service
Customer Service Automation

Integrated Scheduling

  • Multi-Resource Scheduling,

  • Integrated Work-Order Control,

  • Day/Week/Month View,

  • Outlook® Style Interface,

  • Tablet Friendly

CRM Integrated Scheduling
Integrated Scheduling

Pre-Built Integrations

  • Authorize.NET, PayPal

  • ShipEngine

  • QuickBooks Desktop & Online

  • Merchants

  • Amazon & Amazon FBA,

  • E-Bay (ChannelAdvisor)

  • Domo BI

  • Magento

  • UltraCart

  • EDI

  • Office-365/Exchange

  • Google Apps Mail

  • WooCommerce

  • Microsoft Flow

  • REST API

CRM Integrations

Note: Third-party integrations may require a separate subscription.    Additional setup fees and monthly charges may apply for certain API integrations.   Please contact sales for more information and to inquire about the latest integration platforms available.

Pre-Built Integrations
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