Features

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

iOS and Android App

  • Coming Soon 2020

UI Enhancement

  • Coming Soon 2020