Promotion Tracking
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Promotional Pricing by Item,
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Promotional Pricing by Category,
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Revenue Tracking per Promotion,
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Identify Lead/Customer Source

Lead Management
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Bulk Lead Import (XLS),
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Bulk Assignments, Phone-Call,
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Email, Follow-Ups,
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Document Management,
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Appointment Scheduling

Proposal Generation
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20 configurable price levels,
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promotional pricing,
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bulk (quantity) discounts,
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PDF proposal generation,
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E-signature capture, margin/profit analysis,
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opportunity (pipeline) tracking,
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built-in commission tracking

Order Management
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Process orders from CRM,
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E-Commerce and EDI in a single interface,
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realtime inventory counts,
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backorders, dropship,
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UPS/Fedex, etc
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Label generation,
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Freight Integration,
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Drop Ship,
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PO Generation,
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Work-Order Generation,
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Warrant/Contract generation,
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Task Assignments, Alerts & Notes,
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Project Management,
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QuickBooks Integration

Inventory Control
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Configurable (Related) products,
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serialized inventory,
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units of measure,
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quantity break discounts,
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multi-vendor tracking,
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item security settings,
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build assemblies,
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multi-warehouse tracking,
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stock transfers,
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RMA and vendor returns,
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bar-coded shipping,
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bar-coded receiving,
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sales commission configuration

Customer/Field Service Automation
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Work-Order Management,
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Project Management,
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Resource Scheduling,
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Parts and Supplies Billing,
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Time Sheet/Time Tracking,
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Integrated Knowledge Base,
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Warranty/RMA Tracking,
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Serialized Product Tracking,
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On-Site Invoicing with E-Signature Capture,
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Phone-Call/Email/Followups,
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Document Attachment/Management,
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Customer Self-Service

Integrated Scheduling
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Multi-Resource Scheduling,
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Integrated Work-Order Control,
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Day/Week/Month View,
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Outlook® Style Interface,
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Tablet Friendly

Pre-Built Integrations
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Authorize.NET, PayPal
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ShipEngine
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QuickBooks Desktop & Online
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Merchants
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Amazon & Amazon FBA,
- E-Bay (ChannelAdvisor)
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Domo BI
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Magento
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UltraCart
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EDI
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Office-365/Exchange
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Google Apps Mail
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WooCommerce
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Microsoft Flow
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REST API

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.