Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Avaro One serves as a comprehensive CRM and PSA solution tailored for firms in sales, delivery, and professional services, seamlessly merging these functions into a cohesive platform. The system comprises six distinct modules that address various aspects of the client lifecycle: the Sales module streamlines pipeline management, lead scoring, and quotation processes; the Marketing module facilitates campaign management and audience segmentation; the Delivery module is responsible for overseeing project execution and resource allocation; the Finance module efficiently handles invoicing and expense tracking; the People & Development module fosters employee performance reviews and career advancement; while the Platform module ensures robust security measures, regulatory compliance, and system integrations. As sales opportunities progress, they transition into delivery projects, with tracked hours automatically relayed to the finance module for accurate invoicing. Additionally, Avaro One boasts features such as eight customizable service model templates, document tracking capabilities for quotes and contracts, a personalized client portal for real-time updates and invoice access, tools designed for GDPR compliance, support for multiple currencies, and enhanced security through two-factor authentication and role-based access controls. With its intuitive interface and comprehensive features, Avaro One empowers organizations to enhance their operational efficiency and client engagement effectively.

Description

ForwardSales simplifies the management of quotes by allowing users to easily input customer information, including items and their corresponding prices. Each quote features an expiration date and can seamlessly transition into a Sales Order. The system efficiently tracks expiration dates and sends notifications as they approach. With ForwardSales, creating Sales Orders and Credits is straightforward; these orders include essential details such as the customer's shipping address. Additionally, the platform records information about the sales representative, delivery methods, and relevant dates. ForwardSales also provides real-time inventory checks and can generate summarized production orders when necessary. As orders are processed, they become visible to the inventory team, facilitating an efficient picking and filling process. Once items are shipped, inventory levels are adjusted accordingly, and invoices are generated. This financial data can be integrated back into your accounting system for streamlined management. Furthermore, ForwardSales enables users to arrange pickups or deliveries and charge customers accordingly. Dispatchers input customer details, location, delivery or pickup methods, dates, and item specifics, ensuring a comprehensive overview of logistics. The platform ultimately enhances operational efficiency and improves customer service.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

NetSuite No 
QuickBooks Online No 
Sage 50 No 
WooCommerce No 
WordPress No 

Integrations

NetSuite Yes 
QuickBooks Online Yes 
Sage 50 Yes 
WooCommerce Yes 
WordPress Yes 

Pricing Details

£35 per user per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Avaro Technologies Ltd.

Founded

2026

Country

United Kingdom

Website

www.avarotechnologies.com

Vendor Details

Company Name

FwdMbl Solutions

Founded

2013

Country

United States

Website

www.fwdmbl.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Professional Services Automation

Billing & Invoicing No 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management No 
Proposal Generation No 
Quote Management No 
Resource Management No 
Time & Expense Tracking No 

Product Features

Inventory Management

Alerts/Notifications No 
Barcoding / RFID No 
Forecasting No 
Inventory Optimization No 
Kitting No 
Manufacturing Inventory Management No 
Mobile Access No 
Multi-Channel Management No 
Product Identification No 
Reorder Management No 
Reporting/Analytics No 
Retail Inventory Management No 
Supplier Management No 
Warehouse Management No 

Order Entry

Back Order Management Yes 
Customer Database Yes 
Inventory Management Yes 
Order Fulfillment Yes 
Order Management Yes 
Real Time Order Entry Yes 
Remote Order Entry Yes 
Shipping Management Yes 
Warehouse Management Yes 

Order Management

Back Order Management No 
Catalog Management No 
Inventory Management No 
Order Entry No 
Order Fulfillment No 
Order Tracking No 
Recurring Orders No 
Returns Management No 
Shipping Management No 
Special Order Management No 

Alternatives

Alternatives

KEBS Reviews

KEBS

KEBS AI
Klient Reviews

Klient

Klient PSA
LaceUp  Reviews

LaceUp

LaceUp Solutions
Dynamic Inventory Reviews

Dynamic Inventory

Dynamic CAFM