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Average Ratings 1 Rating
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
Sunbase is a comprehensive business management solution aimed at assisting organizations in various sectors to optimize their workflows, increase efficiency, and elevate their earnings. Designed for scalability, Sunbase caters to industries including solar, roofing, and construction. The platform offers a wide array of features that encompass lead management, sales proposals, project tracking, door-to-door sales solutions, and marketing automation, ensuring that businesses have all the tools they need in one place. By consolidating these functions, Sunbase empowers companies to focus on growth and innovation.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Pricing Details
$999 per year
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
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
Yes
iPad App
Yes
Android App
Yes
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
No
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
Sunbase
Founded
2013
Country
United States
Website
www.sunbasedata.com
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
Business Management
Billing & Invoicing
No
CRM
No
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
No
Scheduling
No
Time & Expense Tracking
No
Training Management
No
Vendor Management
No