Marketing
Sales Pipeline
Track all opportunities and correspondance with leads, handling pre sales and post sales relationship management.
Fully integrated with website
Generate a lead with website/email, CRM collects info, track through to sales pipeline to sale.
Send marketing to email database.
eMarketing (email etc)
Procurement marketing
Suppliers can opt into relevant supply types or categories and you can quickly broadcast requests for quotes to all relevant suppliers in category.
Sell both labour (multiple cost/sell prices) and products.
Time and product sales
Sales Pipeline
Sales Pipeline
Simple sales or complex projects
Quoting / Estimating / Acceptance / Variations
Multiple quotes/estimates per job, details analysis, budgeting, templates at a product level to add groups of products quickly, multiple quote stencils to speed creation of quote, display line item costing to client, or create total price quote only.
Project management, with task-driven detail
Contract quoting and management
Invoicing, Billing Milestone, Debtor Management
Customer Management
Customer Management
Client Relationship Management / Info Store
Many fields for tracking customer and site information.
Unlimited contacts for clients with all relevant information.
Web Portals, eMarketing, Pipeline Management
Quoting
Quoting
Simple sales or complex projects
Quoting / Estimating / Acceptance / Variations
Multiple quotes/estimates per job, details analysis, budgeting, templates at a product level to add groups of products quickly, multiple quote stencils to speed creation of quote, display line item costing to client, or create total price quote only.
Project management, with task-driven detail
Contract quoting and management
Invoicing, Billing Milestone, Debtor Management
Estimates
Estimates
Simple sales or complex projects
Quoting / Estimating / Acceptance / Variations
Multiple quotes/estimates per job, details analysis, budgeting, templates at a product level to add groups of products quickly, multiple quote stencils to speed creation of quote, display line item costing to client, or create total price quote only.
Project management, with task-driven detail
Contract quoting and management
Invoicing, Billing Milestone, Debtor Management
Variations
Variations
Simple sales or complex projects
Quoting / Estimating / Acceptance / Variations
Multiple quotes/estimates per job, details analysis, budgeting, templates at a product level to add groups of products quickly, multiple quote stencils to speed creation of quote, display line item costing to client, or create total price quote only.
Project management, with task-driven detail
Contract quoting and management
Invoicing, Billing Milestone, Debtor Management
Projects
Projects
Simple sales or complex projects
Quoting / Estimating / Acceptance / Variations
Multiple quotes/estimates per job, details analysis, budgeting, templates at a product level to add groups of products quickly, multiple quote stencils to speed creation of quote, display line item costing to client, or create total price quote only.
Project management, with task-driven detail
Contract quoting and management
Invoicing, Billing Milestone, Debtor Management
Jobs
Jobs
Simple sales or complex projects
Quoting / Estimating / Acceptance / Variations
Multiple quotes/estimates per job, details analysis, budgeting, templates at a product level to add groups of products quickly, multiple quote stencils to speed creation of quote, display line item costing to client, or create total price quote only.
Project management, with task-driven detail
Contract quoting and management
Invoicing, Billing Milestone, Debtor Management
