Enquiries: 0161 615 5548
Support: 0161 641 8926
Leads & Activities
Streamline your sales process from lead to invoice and beyond.
- SharePoint Integration
- Outlook Integration
- Marketing Integration
- Full Lead & Activity Management
- Quote to Invoice Management
- Webform Integration
- Automation (Customer Journeys)
Sales Quotes & Orders
Manage the quote, order and invoice processes in one centralised database.
- Document output to Email, SharePoint & PDF
- Select in stock or model templates for quoting
- Integration to Business Central (Subject to licenses)
- Permission controlled
- Auto creation of Stock records
Customer Service & Warranty
Gain complete control of your aftersales activity from engineer service tickets to customer portal management.
- Full Ticket Management
- Engineer Management
- Aftersales Department Management
- Email Integration
- Phone / Tablet Integration
- Automation (Customer Journeys)
- SLA Management
- Process Management
Engineer & Service Team Management
Allocate engineer’s workloads with full visibility over the whole process.
- Case to work order processing
- GPS tracking
- Inventory management
- Resource skills for intelligent resourcing
- Resource tracking
Who we work with
Get in touch to request a discovery call or for more information
Our Partners & Integrations
