Manage Your Customers
Optimize your processes with a comprehensive Quality Module designed to maintain high standards and drive continuous improvement.
- Assign dedicated account managers for personalized customer support and engagement.
- Automatically calculate taxes based on assigned Tax IDs and categories for efficiency.
- Utilize multiple currencies for international customers, with automatic exchange rate calculations.
- Implement a loyalty program to reward and retain customers, strengthening brand loyalty.
Campaigns
Ensure consistency, compliance, and continual improvement with a dynamic quality control system that tracks every step of your production process.
- Send emails to multiple leads simultaneously, simplifying outreach efforts.
- Manage each email thread separately for effective follow-up and engagement.
- Track campaign performance to refine strategies and improve conversion rates.
- Leverage built-in analytics to assess the impact of your marketing initiatives.
Subscription
Easily manage customizable subscription plans, trial periods, and automatic invoicing to ensure seamless recurring billing for your customers.
- Create customizable subscription plans tailored to various customer needs.
- Set trial periods to attract new customers and encourage long-term commitments.
- Easily apply taxes and discounts to subscriptions, just like regular items.
- Automatically generate invoices after the trial period, ensuring timely billing.
Help Desk
Enhance your operations with a powerful Service Desk Module built to streamline issue management and boost customer satisfaction.
- Automatically create issues from customer emails with the 'Append To' feature.
- Classify issues by leads, projects, or companies for easy organization.
- Track response time and ensure SLA compliance to improve customer satisfaction.
- Streamline issue management and enhance service quality with efficient tools.
Project Management
Effectively manage internal and external projects with time sheets, task tracking, and visual tools like Gantt charts and Kanban boards.
- Manage both internal and external projects effectively to meet client expectations.
- Use the Time Sheets feature to bill customers for employee time on-site.
- Create and track tasks to maintain productivity during crucial project phases.
- Visualize progress with Gantt charts and Kanban boards for quick updates on tasks.
Service Level Agreement
Set clear targets for response times, automate SLA assignment, and take proactive actions to maintain customer satisfaction
- Set measurable targets for response and resolution times to ensure quality service.
- Automatically apply SLAs to new incoming issues for consistency in service delivery.
- Communicate support hours to manage customer expectations effectively.
- Take proactive actions based on SLA metrics to improve customer satisfaction.
Record Warranty Claims
Track warranty claims and maintenance contracts for serialized items, ensuring timely resolution and efficient service delivery.
- Easily record and track warranty claims for different serialized products sold to customers.
- Utilize serialized inventory to monitor which units are in or out of warranty.
- Set resolution and customer details for valid claims to streamline the process.
- Manage maintenance visits for larger items installed at customer locations with ease.
Maintenance Visit
Record and monitor scheduled and unscheduled maintenance visits, ensuring thorough service history and accountability.
- Record both scheduled and unscheduled visits for comprehensive service tracking.
- Document the person performing the visit and the work accomplished during each service.
- Monitor visit progress to improve accountability and service quality.
- Maintain a history of all visits for better insights into customer service interactions.
Maintenance Schedule
Set up automatic maintenance schedules based on contracts, ensuring timely service and clear communication with customers.
- Record regular maintenance visits easily with predefined scheduling periods.
- Automatically generate maintenance schedules based on annual contracts.
- Ensure consistent service delivery to keep customer systems operational.
- Enhance communication with customers regarding their maintenance timelines.
Multi-Currency Accounting
Manage global transactions effortlessly with automatic currency conversions, multi-currency invoicing, and detailed financial reporting.
- Manage transactions in various currencies with ease, enhancing global business operations.
- Send invoices and add expenses in any currency, with automatic conversions to the base currency.
- Generate financial reports in multiple currencies for comprehensive analysis.
- Streamline financial operations to facilitate international transactions effortlessly.
Billing and pricing
Streamline your billing and pricing processes with us, automating invoicing and payment requests for efficiency. Customize print templates and notifications to enhance customer communication and transaction speed.
- Easily invoice customers and manage receivable payments with automated payment requests.
- Send timely email and SMS notifications to keep customers informed.
- Accelerate transaction processing with custom print format templates using HTML or Jinja templating.
- Configure billing settings once for seamless ongoing transactions.
On-the-fly Customization
Tailor your experience with on-the-fly customization options for inventory management. Enhance data entry efficiency and security with personalized forms and fields.
- Create custom cloud manufacturing ERP software by mapping important data with custom fields in forms.
- Customize form behavior by auto-fetching values for improved data entry efficiency.
- Hide fields based on user roles to enhance user experience and data security.
- Design custom print formats without writing a single line of code for tailored document outputs.
Multilingual Service Management Software
Work in the software using the language you’re most comfortable with, offering support for multiple languages to accommodate international teams and users
Our features
Discuss your project
Have something in your mind for your business but do not know where to start?
Tell us about your idea and we will help you start your project.
