Automatically create quotes from a populated webform, employee entry,
or website order, then send out and attach to the client’s profile.
Add detailed information and purchase orders to your client’s profile with an advanced Customer Relationship Management system.
Keep your customers in the loop with automated status emails. Notify customers when orders are received, processed, shipped, and delivered.
Send and sign contracts with ease by linking your system to Right Signature, Panda Doc, or DocuSign. No more printing and scanning!
Have more than one warehouse or retail location? Do you need to ship to different locations or customers? We integrate your inventory management software into your system to allow you to not only meticulously track inventory, but also provide detailed reporting data to use for upcoming marketing and advertising campaigns.
Go paperless with detailed purchase order information easily available through client profiles, orders, and inventory management. See detailed inventory information (including if multi-warehouse shipping is required), vendor details, and transportation methods. View shipping information that displays real-time status updates from your preferred shipping software right on the purchase order. Include notes for customer support interactions, including automated notes whenever an automatic order status email is sent to the customer. Now every employee from every department is on the same page.