Web-based CRM for centralized

customer database management

• Access all customer account  information online

• Record all customer service cases for follow-up

• Register all customer call logs for future reference

• Track all customer products  and services

• Manage future service and sales opportunities

• Record and manage all sales leads and track status

Intelligent Reports

• Generate monthly, quarterly and annual reports for accurate business management

• Work Order tracking for entire  field service techs

• Customized sales reports

• Upcoming renewals and upgrade  identification

• QBs Billing Data Import

• PDF conversion for email

Field Service Technician Mode

• Technician-friendly interface for smoother workflow

• Integrated map and GPS feature for Google Maps

• Mobile signature capture for  on-site customer signing

• Controlled access to tech-only information

• Seamless workflow communication with back office

Mobile Device Access

• Access to complete customer  database from remote locations outside of the office

• Monitor daily sales and service  activities in real time

• Mobile-friendly UI on all devices  (phone/tablets)

• Provides business owners freedom  to monitor and manage the business from anywhere