Empower your team to focus on creating a positive experience for you customers across your sales, marketing and operations.
Learn More ->360 Customer View
Relationship Management
Dashboards & Reports
Customer Conversations
Conversation Channels
Accounts Management
Address Management
Customer Segmentation
Maximize the return of your customer relationships for most valuable touchpoints that establishes a reputation of great customer service.
Learn More ->Opportunities Management
Multiple Pipelines
Account Priority & Tracking
Account Distribution
Smart Status Updates
Integrated Emails
Image markup tools
Sales Forecasting
Email Insights
Budgeting/Forecasting
Quote & Proposal Generation
Opportunities Tracking
Sales Dashboard
Mobile Quote Scope & Budget Tool
Nurture and love your customer every step of the way by automating customer journeys, personalized emails and tailor content sent at the right time.
Learn More ->
Marketing Campaigns
Data Personalization
Subscriber Management
Opt-Out & Unsubscribe
Email Validation
Email Send, Open & Click Tracking
100+ Email Templates
Mobile Friendly Emails
One Time Campaigns
Seasonal Campaigns
Always On Campaigns
User Friendly Email Designer
Create and share professional quotes with your clients in just few clicks. Up your sales game and win faster by automating client communications and follow-ups.
Learn More ->Estimate Builder
Professional Services Billing
Recurring Services
Price Markups
E-Signatures
Optional Add-Ons
Product Customization
Inventory Integration
Smart Actions
Automated Follow Ups
Branded Invoices
Automated Taxes
Coupons and Discounts
Status and Tracking
Digital Payments & Multi-currency
Account Receivables
Accounting Integration
Online Payments
Personalized Email Templates
And 100’s more features..
Workflow that is built to customize your customer’s shopping experience & attention that provides great flexibility to manage and track orders through it’s lifecycle.
Learn More ->Jobs Tracking
Tax Management
Delivery Zones
Invoice Management
Gantt Chart
Inventory Management
Automated Invoice Follow-Ups
Recurring Payments
Payment Policy
Tip Collection
Documents & Drawings per Job
Upsell & Cross Sell
Job Costing (Coming Soon)
Dispatch Management
Inventory Fulfillment
Smart Status and Tracking
Work Orders
Site Photo Uploads
Site Surveys
And 100’s more features..
Sync all your appointments so you and your team can plan, organize and manage commitments in a single space. Sync multiple calendars individually to prevent overbooking.
Learn More ->
Individual Calendar
Team Business Calendar
Google Calendar Sync
Microsoft Calendar Sync
Zoom Meetings
Google Meet
Confidently deal with unexpected issues, announcements to communicate, measure decisions to keep track of, track completion and measure quality of work.
Learn More ->Teams & Organizations
Location Assignments
Business & Partner Contacts
Multi provider Contact Sync
Multi provider Calendar Sync
Individual Email Integration
Email Templates Personalizations
Task Management (Action items)
Personalized Dashboards
Focused Workboards
User Activity & Tracking
Online Storage
And much more across all functions..
Documents, Drawings and File Sharing
Keeping everyone else organized is half your job.Jacktrade’s scheduling and dispatching feature allows you to easily schedule a job, assign to your team, and see at a glance when a job is done and ready to be invoiced.
Learn More ->Resource Management
Meeting Scheduling
Service Scheduling
Multi-User Event Assignment
Status Milestones
Services on Maps
Work Order Management
Job Surveys
Task Management
Gantt Chart
Operational Events
Project and resource planning
Assign and schedule work orders
Rescheduling
Clock-Ins
Time Tracking
Timesheet Management
Bring together all your expenses and insights for smarter decision-making. Say goodbye to manual expense reporting and lost receipts, forgetful closings, and dealing with accountants.
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Team Management
Budget Allocation
Receipts upload w/ OCR
Auto approvals & workflows
Customer Billing
Employee Reimbursements
Per Location Policies
Multi-currency support
Accounting Synchronization
Expense and Invoice Reporting
Job & Material Costing
Prepaid Expenses
Virtual Credit Cards
Notifications & Alerts
A complete inventory solution flexibly integrated across your business functions and processes that meets the needs of your next-generation products.
Learn More ->
Cataloging (Master)
Inventory
Media Management
Attribute Policy
Suppliers
Purchase Orders
Warranty Policy
Add On Services
Product Instructions
Customer Specific Pricing
Order Fulfillment
Materials Management
Return Management
Product Customization
Product Rentals
Warranty Tracking
Integrated Product Library
Item Tracking
Serial Tracking
Batch Tracking
Product Types (Package & Bundle)
Track your inventory items right from procuring from the suppliers and manufacturers to delivering to end customers.
Learn More ->Vendor & Catalog Management
Purchasing and Receiving
Inventory Integration
Costing
Accounting Integration
Related Orders
Auto Purchase Orders
PO Payment Policies
Sales Order Association
Revolutionize your customer service experience, deliver unparalleled support and satisfaction to your valued customers.
Learn More ->Case Management
Case Routing
Shared Email Inbox
Kanban Organization
Resolution Suggestions
Knowledge Base
AI Based Matching & Recommendations
CRM and Inventory Integration
AI Based Workflow
Automated Responders
Prioritizations & Escalations
Automated CS Rep Routing
Customer Purchase Intelligence
Smart Notifications & Customer Nurturing
Empowering you to achieve project success with ease by streamlining your project management process effortlessly..
Learn More ->
Issues Management
Kanban Board
Sprints and Epics
Team Sharing & Permissions
Multiple Project Management
Cost and Budget Calculations
Knowledge Base Integration
Bulk Update and Import Tools
API Access
Notifications & Alerts
Flexible and accessible payment methods encourages your customers to close down deals sooner. Celebrate the exchange happily.
Learn More ->Digital Payment Processing
One Time Payment
Automatic Payments
Partial Payments
Credit Card Processing
Secured Payments
Recurring Payments
Online Payments
Multiple Currencies
Payment Gateways
Effortlessly track your financial transactions and monitor your business performance with Jacktrade's robust accounting feature.
Learn More ->Automatic QuickBook Sync
Financial Reports
Account Receivables
Account Payables
Tax Calculations & Compliance
Billing & Invoicing
Export Financial Statements
Stay informed and up-to-date with real time alerts and notifications on all your business activities with powerful and automated notification system.
Learn More ->
Pre-set Email Templates
Assignment Notifications
Action Item Reminders
Calendar Event Reminders
Conversation Reminders
Smart Notifications (AI based)
In-App Notifications
Low Stock Inventory Alerts
Usage Notifications
Bounce Rate Notifications
Find the perfect dashboard template, connect your data and start monitoring your KPIs. Modify the templates to meet your business needs.
Learn More ->Campaign Reporting
Role Based Dashboards
Financials
Customer Reports
Quote Reports
Visual Reports and Analytics
Activity Tracking
Sales & pipeline reporting
Email Reporting
Job Reports
When your data is unified and aligned, your teams are too.
Learn More ->Google Drive
Dropbox
Zoom Integration
Quickbooks Online Sync
Google Calendar Sync
Microsoft Calendar Sync
Google Contact Sync
Microsoft Contact Sync
Web Conversion
Custom Forms
Freedom Forms
Jacktrade makes automation easyconverting "business managers" to be developers with our no-code, or low-code setup.
Learn More ->Sales Force Automation (SFA)
Customer Relationship Automation
Inventory Management Automation
Financial Automation
Team Collaboration Automation
Integration Automation
Marketing Automation
Task and Workflow Automation
Communications Automation
Secured data, complete privacy and business controls - all that will help your business grow more.
Learn More ->
User Permission Management
Customer Data Import
Business Contact Data Import
Inventory Data Import
Document Management
Mobile & Tablet App
Web Conversion
Data Export
Data Synchronization
Open API
Your data is our responsibility and we have made sure that it is secured with highest security measures in the industry.
Learn More ->SSL Security
Access Controls/Permissions
Data Encryption
Data Protection
GDPR Compliant Data Deletion
Data Security
Certifications
Rigorous Testing
