Get your workflows flowing.

Lead Management

Capture and nurture leads automatically across channels, converting them into customers effortlessly.

Sales Opportunity to Quote

Seamlessly convert sales opportunities into quotes, tracking performance and driving revenue growth.

Order Management

Streamline order acceptance, transitioning smoothly into operations for efficient fulfillment.

Order Processing

Automate the end-to-end order process, ensuring timely delivery and customer communication updates.

Customer Onboarding

Simplify customer onboarding with automated account setup, welcome emails, and step-by-step tutorials.

Scheduling Resources

Automate resource scheduling, ensuring the right person is assigned to the right task efficiently.

Location Expansion

Efficiently scale your business with consistent operations across all locations using centralized control.

Customer Relationship

Revitalize and retain inactive clients through consistent follow-ups and personalized engagement strategies.

Sales Pipeline

Streamline your sales process, ensuring no lead or opportunity falls through the cracks.

Cross-Selling and Upselling

Leverage customer data to strategically cross-sell and upsell, increasing revenue from existing clients.

B2B Sales and Partnerships

Collaborate with partners, share services, and create joint revenue opportunities for mutual business growth.

Customer Nurturing & Education

Nurture customers with educational content through newsletters and SMS, increasing brand loyalty and engagement.

Direct Sales (Offline)

Personalize customer orders, coordinate operations, and deliver exceptional in-store experiences that boost satisfaction.

Recurring Revenue

Configure contracts, adjust cycles, and automate renewals with complete client portal visibility

Service & Maintenance Contracts

Streamline service agreements, automate payments, and ensure continuous revenue with scheduled service commitments.

Rental Products

Manage rental orders cost-effectively.

E-Commerce Sales (Online)

Effortlessly sell online, connecting inventory, fulfillment, and orders for seamless e-commerce transactions.

O2O Commerce (Online 2 Offline)

Offer local convenience, sell online, and facilitate easy customer pickups or local delivery options.

TRANSFORM MORE

Fully Integrated Solution

Meeting the needs of market-leading companies that want to achieve more with less time.

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Stay Connected To Your business

Whether you're on the road, or just out for coffee. Manage business across devices-desktop, phone or tablet.

Anywhere

Communicate immediately
from anywhere.

Alerts

Stay informed and
maintain discipline.

Changes

Provide changes on the
spot.

Automate

Automate mundane tasks,
notifications and more.

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Fully Integrated And Flexible

Provide frictionless buying and selling experience with integrated invoices.

Digital Payments

Take digital payments and
set to auto-charge.

Ordering

Deliver accurate customer
orders as promised.

Workflow

Manage workflow to track
jobs to be done.

Accounting

Sync easily with 3rd party
accounting software.

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Meets Your Growing Needs

Jacktrade is inherently built to be highly accommodating to your business growth.

Locations

Add multiple locations
or centers.

Brands

Manage or
multiple brands.

Payment Routing

Flexible ways to route
payments to your bank.

Currencies

Supports multiple
currencies and taxes.

Powered with feature-rich
digital payment solution.

IMPRESS MORE

Send Branded Invoices
To Your Customers

Increase your brand value by sending customized
branded invoices to your customers.

Quick and easy set up

Convenient design options

Instant creation & delivery

Easy tracking & follow-Ups

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Access different invoice structures to
match your sharing needs of relevant information.

Complete Invoice

Complete invoice with product and service descriptions along with rates, quantity, media and pricing summary.

Summary Invoice

Simple invoice that summarizes service and product descriptions but hides line items quantity and unit cost but shows pricing summary.

Without Pricing

Descriptive invoice with service and product descriptions and helps you hide all the pricing related details from the invoice.

PRODUCE MORE

Built For Extreme Efficiency

Have your company effectively produce output - products, services, and revenue.

Utilize Powerful

Powerful estimate builder

Create line item costing that provides flexibility with building simple or complex quotes. Create estimates on your laptop, edit them on the job site, and print them off on your office desktop.

Ideal for international merchants, freelancers, service providers, business owners, and independent contractors.

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Easily Manage

Manage service schedules

Organize Operations. Impress Customers. Grow Business.

Invoice line items that works well with your business workflow and helps in allocating & managing resources like labor, transportation, equipment, products & materials.

Embed An Indomitable

Flexibility with communication

Millions of ways how you can personalize and target your audience for specific use-cases as you continuously refine your communication.

Easily set notifications before, on and after business events across many functions like scheduling, payment, reminders or simply appreciation. Pre and post care has never been this easy before.

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...
The Power of Alternates

If you don’t give your buyers options, your competitors will.

If you want to expand your product offerings to reach new markets, you need flexibility. Today, buyers want options. Give your buyers options for upgrade or downgrade without going back and forth with re-negotiating and re-quoting.

Work Seamlessly Across Functions

Play to the strengths of your team members so your customers can benefit the most.

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Services

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Scheduling

Everything you need under the roof for you to get started in one place to connect, collaborate and empower your team.

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Payment

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Essentials

From required deposits, auto charging or setting recurring payments - set policies that govern your revenue operations.

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Reporting

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Visibility

Visually understand what is working vs not, and your forecasts with near real-time reports and charts.

Freedom to approve and
manage from anywhere.