Sales Dashboard Overview to manage sales process more effectively

Drag and Drop Sales as they Progress thru the Sales Process. Click on a Sale to See Details.

Purchasing Dashboard
Overview to Track PO Items as they Move through PO Process

Drag and Drop PO's to each Step in the PO Process

Drill down to see PO Details

Sales Tracking Map
Geographical Overview of Sales

Drag and Drop PO's to each Step in the PO Process

Carton Packing Tool
Make Packing More Efficient

This is the new Packaging Screen that enables items to be picked or scanned to be entered into Cartons easily and quickly.

Custom Sales Entry
Organize Quotes More Effectively

Create Custom Sections in Quotes to Better Present your Products. Drag and Drop items into Proper placement.

Price/Cost Raise Tool
Easily Raise Prices and Costs by a Percentage

Select Products by Category, Primary Vendor to raise or lower prices and costs.

Cash Flow Planning Tool
Manage Income and Expenses more Effectively

View Cash Sources and Usages by Dynamic Date Ranges

Interactive Audit Trail Tools
Save time by Easily Follow Accounting Data to its Source

Drill down from Department Balances to General Ledger to the Original Transactions

Customer Based Account Reconciliation
Identify Key Customers

Customer Activity Breakdown by Period

Bank Reconcilation Tools
Increase Efficency by automating matching and clearing Bank Activity

Utilize new Bank Reconciliation tools to automate the reconciliation process such as importing Bank Statements, automatically match deposits and checks, and easily identify items to focus on.

Flexible Allocation Tool for Distributing Costs
Flexible Improve Speed and Accuracy of Cost Accounting

Distribute Costs by Department, Profit Center, or Division utilizing master allocation tables, repeating transactions and more.

Account Balance Overview Tool
Find Trends and Outliers to Investigate More Effectively

Explore possible issues more quickly by deeply engaging with your Accounting data.

Manage Credit Cards Tool
Import Statements & Automatically assign account numbers

Import Credit Card Statement and Automatically Assign Vendors and Account Numbers

Plan and Run Email Campaign
Integrations with Social Media and Email Programs

Target Email List Segments based on Product Interest, or Custom Criteria by Connecting with Mail Chimp or Klaviyo to Send and Receive Email Campaign Data

Manage Leads more Effectively
Capture and Nurture Leads

Initiate and Track Lead Nurturing Activity

Opportunity Management
Convert Leads to Opportunities

Manage Opportunities More Effectively to Turn them into Sales

Generate and Track Quotes
Manage Sales Process Better

Build Quotes and Track Sales Activity

Manage Customer Accounts
View and Use Customer Data to Build Closer Relationships

View All Customer Related Data in one Place to Manage your Relationship Better

Build Custom Email Templates
Create Templates for Each Stage of the CRM process

Set up Automated Emails for Lead Nurturing and Opportunity Conversions

Collect and Understand Marketing Analytics Data
To inform Marketing Strategies and Decisions

Make Smarter Marketing Decisions by Collecting Results from Social Media and Email Campaigns