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features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 

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