Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
OFS PRO provides essential real-time data from the field, empowering corporate office decision-making. Its interface closely resembles Microsoft Outlook®, making it instantly recognizable and easy for users to navigate. This intuitive design ensures that everyone, from management to on-ground staff, can swiftly acquire the necessary skills to operate the system effectively. Users can create detailed reports categorized by various parameters, including business unit, district, customer, asset, service line, job type, lease, or well. Additionally, field supervisors can continue their work offline, ensuring productivity even without internet access. The platform incorporates cutting-edge technology, utilizing Microsoft .NET and Microsoft SQLServer to enhance its functionality. For those with advanced skills, OFS PRO offers the capability to design custom reports, export data to Excel, and access a range of sophisticated reporting tools, making it a versatile choice for diverse operational needs. This combination of user-friendliness and powerful features positions OFS PRO as an invaluable asset for any organization.
Description
SalesOutlook's Outlook CRM integrates with Microsoft Outlook to provide a complete customer relationship management (CRM), and email marketing system. All customer data is automatically synced to our Outlook-based CRM. SalesOutlook CRM relies on Microsoft Outlook to save all files and email correspondence. There is no need to have a dedicated MS SQL server database because all data is saved to the contact's profile.
SalesOutlook Outlook CRM's intuitive interface offers a variety of features that optimize the user experience. You can drag and drop contacts into different lead categories such as "Opportunity", or "Customer Inquiry" right from your email interface. Right-clicking on a customer's name will give users instant access to contact information. Our Outlook CRM is a specialized system which builds on an email medium that is frequently used to create a CRM that optimizes user efficiency.
API Access
Has API
No
API Access
Has API
No
Integrations
Constant Contact
No
LinkedIn
No
NetSuite CRM
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
Pricing Details
$25.00/month/user
Billed Annually. 20 day free trial.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
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
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
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
OFS PRO
Country
United States
Website
ofspro.com
Vendor Details
Company Name
SalesOutlook, Inc
Country
United States
Website
www.salesoutlook.com
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
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes