Promotion Tracking

  • Promotional Pricing by Item,

  • Promotional Pricing by Category,

  • Revenue Tracking per Promotion,

  • Identify Lead/Customer Source

CRM Marketing Integation
 

Lead Management

  • Bulk Lead Import (XLS),

  • Bulk Assignments, Phone-Call,

  • Email, Follow-Ups,

  • Document Management,

  • Appointment Scheduling

CRM 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
 

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
 

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
 

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
 

Integrated Scheduling

  • Multi-Resource Scheduling,

  • Integrated Work-Order Control,

  • Day/Week/Month View,

  • Outlook® Style Interface,

  • Tablet Friendly

CRM Integrated Scheduling
 

Pre-Built Integrations

  • Authorize.NET, PayPal

  • ShipEngine

  • Quickbooks Pro/Premier/Enterprise, Network 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.

 
Call 813-489-5249
KnowTia Concepts Corporation

© Copyright 2018-2020 KCC, Inc.

Click to Zoom