Access details on orders, shipping, job status and communications for customers, prospects, and vendors.
Customers
Prospects
Suspects
Vendors
Events
Opportunities
Orders
Integrates with HubSpot, Salesforce, SugarCRM, Unanet and more
Sales quotes
Sales history
Sales goals
Jobs and job status
User Dashboard
Sales pipeline charts
View aging & invoices
View open RMA & create new RMA
Custom reporting
Order history
Work in progress
Payment status
Forecast sale
Sale dollars
Type of sale
Ship date
Payment history
Print statements
View cash receipts & adjustment history
View warranty
Credit limits
Days outstanding
Customer preferences
Contact information
Campaigns
Website information
Map of the billing address
To-do lists
Email marketing
Reprint invoices
View cash trends
Create tasks & view in calendar
Create service requests
View KPI charts
Shipments
Access from any device & IOS
Android and Windows compatible
Access invoicing, job status, shipping, quotes and more in real time for all of your customers and prospects.
Use Sales Dashboards to help you organize and maintain your sales pipeline to empower your sales force to sell.
Choose your favorite integration that allows you to stream data between both software.
