CMS

Content Management allows you to keep your website up to date.

CRM

Customer Resource Management tracks information about all of your prospects and clients. You will have:

  • A central location for storing key client information
  • The ability to track and report every interaction with a client or prospect
  • A process of reviewing reports for sales and marketing decisions
  • Increased efficiency in communicating with prospects and clients

 

Document Management

Using CRM as a foundation, Document Management maintains and shares your documents securely. Documents are associated with a prospect or client, so there's no searching for long lost documents. Benefits include:

  • Reducing paperwork
  • The ability to retrieve archived documents easily
  • Eliminating time spent searching for documents
  • Documents are stored in the same location with the client's detailed information

 

Shopping Cart

Sell products online.

Inventory

Inventory controls and tracks all products and services your company offers. You can:

  • Delineate services and products
  • View product counts by office locations
  • Track items that are drop shipped verses items that are inventoried
  • Show back ordered or out of stock items
  • Review current product counts
  • Track Cost, MSRP and Price

 

Invoicing

Invoicing handles all sales transactions between you and your customers. Some advantages include:

  • Ability to email and print invoices
  • Invoices are stored in the same location with the client's detailed information
  • Accounts Receivable reports
  • Automated statements

 

HR

HR documents and stores all employee information, giving you a better working relationship by:

  • Storing employee information in one central location
  • Securing employee information to protect privacy
  • Retrieving employee information easily
  • Documenting annual reviews and disciplinary actions

 


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