Business Workflow Management
Efficiently manage your workflows by monitoring bottlenecks in your processes, delegating tasks to available team members, and monitor access to any sensitive information.
Improve team communication and use statuses to highlight the stage quotes, jobs, and orders are at in their lifecycle.
Effective email tracking between internal and external contacts on sales orders, quotes, and jobs.
A fully integrated document resource and security centre for all customer, product or service documents. They are securely stored and easy to find.
Powerful, comprehensive reporting to help you see where your business really stands.
An easy-to-use and recognisable Office-style user interface with powerful record look-up functionality to search your database in seconds.