Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Introducing a customizable FileMaker template designed to serve as a foundational tool for your unique application. This versatile software solution excels in organizing your contacts, managing projects, processing job orders, generating estimates, handling project discrepancies, and overseeing leads, proposals, contracts, products, warehouses, income, expenses, payments, documents, as well as tasks and events through an integrated calendar and timesheet feature. It represents a smart approach to efficient business management! The application is particularly suited for enhancing business process management, allowing you to prepare sets of activities (whether events or tasks) and easily assign them to specific contacts, projects, or sales leads. The project management module enables you to define projects, outline tasks and roles, monitor project activities, allocate tasks to individuals or teams, generate purchase orders and estimates, swiftly create invoices, and keep tabs on project-related expenses. Additionally, you can efficiently track your leads and prospects, generate quotes or proposals promptly, and dispatch them to clients with ease. Once a lead is successfully converted, you can seamlessly create a project with a single click and continue to monitor its progress as needed.
Description
OnFlow serves as a comprehensive hosted platform designed for managing customer relationships, leads, projects, and marketing automation seamlessly. You can effortlessly oversee your interactions and maintain detailed records associated with each contact. With custom pipelines, tracking and following up on leads becomes a straightforward process. All your marketing initiatives can be centralized using our integrated email marketing and automation features. Managing projects and tasks is made simple, allowing you to store all contact information in one streamlined profile. You can keep an eye on active leads through custom pipelines and a user-friendly dashboard. By categorizing contacts, you can effectively segment your audience for targeted marketing efforts. Additionally, you can monitor the time allocated to various projects, tasks, and contacts, generating detailed reports to help you stay on top of budgets. Being a hosted solution, OnFlow alleviates concerns about backups, maintenance, or uptime, providing peace of mind as you focus on growing your business. With these tools at your disposal, your organization can operate more efficiently and enhance overall productivity.
API Access
Has API
No
API Access
Has API
No
Integrations
Google Calendar
No
Pricing Details
$999 per year
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
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
Customer Support
Business Hours
Yes
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
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
YZY SOFT
Founded
2011
Country
Lithuania
Website
www.yzysoft.com/product/benroy-business-app/
Vendor Details
Company Name
Webase
Founded
2011
Country
Netherlands
Website
onflow.eu
Product Features
Business Management
Billing & Invoicing
Yes
CRM
No
Employee Management
Yes
Financial Management
Yes
Inventory Management
Yes
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
Yes
Scheduling
No
Time & Expense Tracking
Yes
Training Management
No
Vendor Management
Yes
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
No
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
Yes