Quotations
- Send Quotes
- Auto convert to orders on approval
- Track via link
Orders
- Detailed product description
- Internal notes per line item
- Internal proof mailing and approval
CRM
- View customer quotes and orders
- Detailed transaction history
- Save attachments and notes per customer profile
Workflow
- Track each order from start to completion
- Automatically notify the customer on status change
- Assign orders to employees or teams
Invoicing
- Send Invoice in seconds
- Accept payments via stripe
- Invoice in your currency
Client Portal
- View order progress
- View approved quotes
- Reorder and collect payment
Product Directory
- Create product directory with attributes
- Categorize products or profit centers
- Conditional logic attribute pricing
Activity Stream
- View all changes by admin or employee
- Track history for the past 90 days
- Restrict activity stream access
Employee Portal
- Each employee gets login credentials
- Employee permission settings
- Employee clock-in and clock-out (Q4 2019)
*No credit card required
Roadmap
Vendor Directory and Issue Purchase Orders
- Coming Soon 2020
iOS and Android App
- Coming Soon 2020
Public API and Zapier Integration
- Coming Soon 2020
UI Enhancement
- Coming Soon 2020