Help your sales people keep better track of customer activities.
Display all opportunities, quotes, orders and closed sales on sales reps' and managers' dashboards.
Monitor pipeline and projected sales dollars.
Convert quotes to orders with one click.
Allow managers to approve orders with speed and ease.
Reveal commissions and projected commissions to reps and their supervisors.
Allow sales teams to work together and/or in different roles and share commissions on the same deal.
Intelligently target customers for upsell opportunities.
Use a unified view of the customers' sales, support, billing and shipping to deliver a superior customer experience and forge a better, longer-lasting relationship.
Manage multiple types of projects, including time and materials, fixed price, and cost plus projects-all in real time.
Track start dates, estimated end dates, percentage of work completed, actual end dates, as well as income and expenses associated with each project.
Make the most of your money and resources by tracking each job and sub-job in real time, and making adjustments as needed.
Manage and monitor all project-related data in one system, thereby improving internal efficiency as well as client service.
Give all stakeholders complete visibility across sales, service delivery and support departments, enabling them to make better, smarter business decisions.
Multiple-project jobs and sub-projects can be linked with customers as well as with opportunities.
Stop shuffling paper around and enable your workers to access records easily in a single system.
Give your employees the essential data and the tools to become more productive, drive better bottom-line results, and respond to changing market conditions more quickly.
Easily customize reports that highlight only the information relevant to the users' job functions, eliminating superfluous data and targeting only the most vital metrics, then make them available with a single click.
Streamline work flows to optimize use of your human resources.
Group calendaring lets your employees manage their schedules much more effectively.
Automate routine business processes, such as scheduling meetings.