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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Give your customers and partners the visibility they require to empower them. Your customers and partners can interact with you 24/7 via online portals. This will result in higher customer satisfaction, lower service delivery costs, and increased sales. All account information can be stored in the form Prospects, Customers, and Vendors. The 360-degree page gives you a complete view of your Account's Contacts and Quotes, Work Orders. It also shows Installed Products, Sites, Contract specific documents, and Work Orders. Additional account information, such as billing addresses and shipping addresses, tax information, and contact information, should be kept. Set up approval processes for your quotes and contracts. For potential sales or service orders, provide quotations to your customers. With the most current sales tax tables, automatically calculate your Sales Taxes.

Description

Our Enterprise Condition Management solution, often referred to as Rate Management, simplifies the process of generating dependable quotes and contract frameworks by integrating clear and straightforward rate management practices. At the heart of this application lies the unification of the frequently intricate logistics service costs, along with a lucid display of all pertinent information. Utilizing CargoSoft ECM enables users to swiftly and accurately compare rates and corridors, facilitating prompt quotation preparation. It allows for a transparent comparison of costs, cost trends, and calculation bases specific to individual corridors. This tool enhances the selection process for preferred service providers, aids in calculations, and bolsters your negotiating power with those providers. Furthermore, by assigning specific user rights to various functions related to rates and contracts, all participants in the process can gain access to essential data that pertains to their roles, thereby fostering collaboration and informed decision-making amongst teams. This structured approach not only streamlines operations but also enhances overall efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Dexter No 
Docusign Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
SAP Business One Yes 
Sage 500 Yes 
Salesforce Yes 

Integrations

Dexter Yes 
Docusign No 
QuickBooks Online No 
QuickBooks Online Advanced No 
SAP Business One No 
Sage 500 No 
Salesforce No 

Pricing Details

$75 per month
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 Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

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

BiznusSoft

Founded

2013

Country

United States

Website

www.biznussoft.com/field-service

Vendor Details

Company Name

DAKOSY

Country

Germany

Website

www.dakosy.de/en/solutions/logistics/forwarding-software/enterprise-condition-management

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage Yes 
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 Yes 
Territory Management No 

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