Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Monitoring field activities and tracking sales are crucial for businesses of all sizes, from small enterprises to large corporations. An effective system can significantly simplify processes for both management and staff. Accelerating the order booking and processing phases allows companies to concentrate on genuine and precise sales figures. The concept of Real Time Business Intelligence is invaluable, as it envisions a tool that could enhance a company's efficiency by boosting sales performance, expanding knowledge, and increasing market visibility. Ultimately, having the right system in place not only streamlines operations but also empowers businesses to thrive in competitive landscapes. This highlights the importance of adopting innovative solutions to stay ahead.
Description
Since its inception in 2004, ProfitKeeper has partnered with franchisors to boost their profitability and expand their brand presence. Our comprehensive platform is designed to save time and deliver deeper insights for both emerging franchises and well-established brands, ultimately aiding franchisees in becoming more financially successful. In 2018, we became a part of PrimePay, aligning our efforts towards a common goal: allowing business owners to concentrate on improving their operations. Trust is paramount when it comes to managing financial information, and our secure platform is relied upon by some of the leading names in the franchising industry. Envision a solution that not only handles the workload efficiently but also guarantees that your data is accurate and actionable. ProfitKeeper gathers reliable data essential for informed decision-making. Our innovative software automates the extraction of franchisee information, including financial statements, royalties, and key performance indicators, and presents it all in user-friendly dashboards and analytics. By streamlining this process, we empower franchisors to focus on strategic growth while we take care of the essential data management.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$6 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
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)
Yes
Online Support
Yes
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)
No
In Person
Yes
Vendor Details
Company Name
OptCRM
Founded
2010
Website
www.optcrm.com
Vendor Details
Company Name
ProfitKeeper
Founded
2001
Country
United States
Website
www.profitkeeper.com
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
Field Sales
Activity Tracking
No
CRM
No
Channel Management
No
Collaboration Tools
No
Controlled Access
No
Dashboard Management
No
Expense Management
No
Fast Estimates
No
Inventory Management
No
Invoices
No
Lead / Opportunity Management
No
Online Payments
No
Order Management
No
Quoting
No
Reporting / Analytics
No
Route Optimization
No
Territory Management
No
Time Tracker
No
Visit Scheduling
No
Workflow Management
No
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
Yes
Cash Management
Yes
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
Yes
Fund Accounting
No
General Ledger
Yes
Government
No
Multi-Currency
No
Nonprofits
Yes
Payroll Management
Yes
Project Accounting
Yes
Purchase Orders
Yes
Tax Management
Yes
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
No
Cash Management
No
Consolidation / Roll-Up
Yes
Forecasting
No
General Ledger
No
Income Statements
Yes
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Payroll
401(k) Tracking
Yes
Attendance Management
Yes
Benefits Management
Yes
Check Printing
Yes
Compensation Management
No
Deductions Management
Yes
Direct Deposit
Yes
Multi-Country
No
Multi-State
Yes
Reporting/Analytics
Yes
Self Service Portal
Yes
Tax Compliance
No
Vacation / Leave Tracking
Yes
W-2 and 1099 Preparation
Yes
Wage Garnishment
Yes