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Cloud-based SaaS solution with full HTML5 support
EASY TO USE
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Full access from any device
Store details of all potential clients in this module. It has fields to accept and categorize any detail type, as well as the ability to attach other documents and files.
Store contact details of all clients. Keep notes and reminders on their page – ensure that every follow up is being attended to.
Store details of addresses and the UEN of companies in this module. The system will pull this data for future use in quotations and invoices.
Easily generate invoices with our system – you need only to fill in the appropriate fields in the form and the system will publish an invoice with a pre-made template design.
Invoices can be converted into quotations with a click of a button. Client details as well as product/service details can be pulled directly from the Contacts, as well as Products and Services module.
Create sales orders easily – you need only to fill in the appropriate fields in the form and the system will publish a sales order with a pre-made template design.
Send up to 200,000 emails to clients and contacts to promote any new services, products or announcements.
Access statistics and analyze data obtained from all the documents stored within the system. User is able to customize and filter what they want to see in their reports.
This module works as a digital storage facility for your documents and back-ups. It accepts files in any format, and can also notify other users of the system when it is uploaded, edited or deleted.
Store email response templates and drafts for easy retrieval and use in the future. The Mail Manager module makes it easy to quickly generate and send out standard emails like digital receipts and acknowledgements.
Create purchase orders easily – you need only to fill in the appropriate fields in the form and the system will publish a purchase order with a pre-made template design.
Manage and track your projects with a dedicated task list and project calendar. Users can be assigned to the appropriate projects, allowing them to efficiently work and collaborate together.