Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
OfficeBooks is an intuitive web-based application designed specifically for the needs of distributors and manufacturers. Whether your business maintains an inventory or operates differently, OfficeBooks streamlines the processes of purchasing, sales, and work order creation, allowing you to focus on growing your enterprise. Our primary goal is to empower clients to manage their daily tasks efficiently and effectively. For your customers, the two critical performance metrics are Quality and On-Time Delivery (OTD), and a robust inventory control solution like OfficeBooks can significantly reduce the chances of delays in shipments. Let OfficeBooks manage everything from generating quotes to processing credit card transactions, so you can concentrate on your core responsibilities – expanding your business. With the burden of routine tasks lifted, you’ll have the freedom to engage with clients, participate in networking opportunities, or brainstorm innovative marketing strategies, knowing that the operational side is in capable hands. Embrace the potential of OfficeBooks and transform your approach to business management.
Description
xpdCrm is an integral component of a holistic professional services automation software solution designed to empower your organization in managing sales data effectively. This all-encompassing tool is a valuable addition to the xpdOffice suite of enterprise-level on-demand solutions, offering an intuitive interface that enables businesses to oversee opportunities and facilitate deal closures. With xpdCrm, you can dedicate more time to nurturing customer relationships rather than getting bogged down in administrative tasks. The software adapts to your specific lead and customer management styles, providing real-time analytics that help you evaluate your business performance and make informed choices. Employees require tools that streamline their workloads and enhance productivity, rather than create additional challenges; simplicity is key. Moreover, xpdCrm ensures that you have quick access to customer information, and since xpdOffice operates on a web-based platform, you can retrieve data from anywhere globally, including on your mobile device through xpdWireless. Additionally, xpdOffice seamlessly integrates with other widely-used applications such as Microsoft Word, further enhancing its functionality and user experience. This level of connectivity and ease of use makes xpdCrm an invaluable asset for any organization looking to optimize its sales processes.
API Access
Has API
No
API Access
Has API
No
Integrations
Google Drive
Yes
Microsoft Excel
No
Microsoft Project
No
Microsoft Word
No
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
xpdOffice
No
Integrations
Google Drive
No
Microsoft Excel
Yes
Microsoft Project
Yes
Microsoft Word
Yes
QuickBooks Online
No
QuickBooks Online Advanced
No
xpdOffice
Yes
Pricing Details
$19.00/month
Free Trial
Yes
Free Version
Yes
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
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
OfficeBooks
Founded
2006
Country
Canada
Website
www.officebooks.com
Vendor Details
Company Name
xpdoffice
Country
United States
Website
xpdoffice.com/crm/
Product Features
Business Management
Billing & Invoicing
Yes
CRM
No
Employee Management
No
Financial Management
No
Inventory Management
Yes
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
Yes
Scheduling
No
Time & Expense Tracking
No
Training Management
No
Vendor Management
Yes
ERP
Accounting Integration
Yes
Accounting Management
No
CRM
No
Dashboard
Yes
Distribution Management
No
Enterprise Asset Management
No
Financial Management
No
HR Management
No
Inventory Management
Yes
Order Management
Yes
Project Management
No
Purchase Order Management
Yes
Purchasing
Yes
Reporting/Analytics
Yes
Sales Management
Yes
Supply Chain Management
Yes
Warehouse Management
Yes
Inventory Control
Allocation
No
Barcoding
No
Cost Tracking
No
Forecasting
No
Item Management
Yes
Order Management
Yes
Procurement Management
Yes
Reorder Management
No
SKU / UPC Codes
No
Serial Number Tracking
No
Supplier Management
Yes
MRP
Bills of Material
Yes
Compliance Management
No
Document Management
No
Forecasting
No
Formula Management
No
Inventory Management
Yes
Order Management
Yes
Process Manufacturing
No
Product Configurator
No
Production Scheduling
Yes
Quality Control
No
Quality Management
Yes
Quote Management
Yes
Reporting/Analytics
Yes
Resource Management
Yes
Safety Management
Yes
Supplier Management
Yes
Supply Chain Management
Yes
Purchasing
Catalog Management
No
Compliance Management
No
Contract Management
No
Inventory Management
Yes
Invoice Processing
Yes
PunchOut
No
Purchase Order Management
Yes
Requisitions & Approvals
Yes
Sourcing Management
No
Spend Management
No
Supplier 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