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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

OATI webAccounting serves as a robust and adaptable toolkit for energy accounting that enables Transmission Providers and Balancing Authorities to create a personalized interface and reporting system tailored to their specific requirements. Leveraging a high-performance calculation engine, this software facilitates seamless communication with RTOs and wholesale power markets through its advanced market interface module. This adaptability supports the management of various tariffs, such as the Transmission, Markets, and Services Tariff (ISO Tariff), which is also known as the Open Access Transmission Tariff (OATT). The software provides access to crucial data sources including e-Tag, Scheduling, OASIS, and meter information from OATI webTrans or alternative systems. Additionally, it features a settlements-quality calculation engine equipped with extensive computational capabilities and a user-friendly interface, ensuring that data is not only accessible but also actionable during intricate account reconciliation and invoicing tasks. As a result, OATI webAccounting significantly enhances operational efficiency and accuracy in the energy accounting process.

Description

A logistics CRM or transportation CRM software serves as a centralized hub for managing customer relationships, enhancing both the presales and post-sales processes to elevate the service quality provided by the sales and customer service teams while standardizing their operations. Additionally, it facilitates freight quote management for logistics and transportation services utilized by various shipping companies, accommodating multiple tariffs and metrics such as payload, TEU, weight, volume, and units. This system enables the seamless sending of quotes via email in diverse formats and currencies, complete with detailed tariffs and personalized layouts. Built on the Dynamics CRM platform, it empowers businesses to concentrate on their core activities, implement a standardized workflow in the sales process, and ultimately drive sales growth while ensuring customers receive appropriate support, leading to a more productive sales team overall. Moreover, this software contributes to streamlining communication and fostering stronger customer relationships, resulting in enhanced operational efficiency across the board.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

OATI webCTRM Yes 

Integrations

OATI webCTRM No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

OATI

Country

United States

Website

www.oati.com

Vendor Details

Company Name

MAEIL

Founded

1999

Country

Lisboa

Website

transportersystems.com/crm-logistics-transports.html

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

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 

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