Order
Customization
Build and quote customers for personalized and customized made-to-order items based on needs.
Price & Quantity
Adjustments
Send full details of services with pricing to your customer in no time. Make adjustments on the fly.
Apply
Promotions
Give promotional offers for anything specific or generally apply to overall order to either Services, Products or Materials.
Automated Invoices
Manage bills, send invoices, and process payments, all in one place. Automate subscription services and online payments.
Smart Status Updates
At a glance you can know status of orders and different activities that helps you plan your next steps effectively.
Integrated Emails
Send emails to customers with professionally pre-scripted email templates embedding dynamic data.
Manage Meetings
Never drop a ball!! Setup meetings and schedule your sales agents for incredible pre-sales & post-sales activities.
Task Management
Automate construction of tasks with rules, or manually add to organize, collaborate with team to deliver outstanding experience.
Pre-Templates
100’s of pre-constructed templates are ready with you to add your twist that integrate as part of your workflow.
E-sign & Quote interaction
Clients can e-sign the quote and accept, reject or request for modifications. No more calling, downloading, printing, signing and scanning documents.
Scheduling Of Services
Schedule services as per customer needs.with repeat, non-repeat, or choose only multiple specific days.
Online Payments
Take credit card payments and offer customers to directly pay online to save time and follow-ups.
