Alternatives to PlanProphet

Prophet 21 was designed to increase growth, modernize workflows and build strong customer relationships. Software that is too flexible can cause problems for businesses. Prophet 21 was created to help distributors scale without compromising their ability to grow. Microsoft Azure Cloud offers the speed, security and scalability you need. Prophet 21 can be accessed from any browser on any device, any place, and any time. You can personalize views and customize fields to create your business logic. RESTful API allows you to integrate with business applications, customers, and partners. Epicor Prophet 21 allows you to understand your customers. You can exceed your customers' expectations with dashboards and tools and earn their loyalty. You can streamline your quote-to cash cycle, increase margins, and complete orders flawlessly. Your team will have the ability to close sales at the counter, on mobile devices, and tablets. Strategic pricing based on market data, your sales history, and other factors can increase margins.

Service365, built on Microsoft's world-class Dynamics 365 Business Central platform is an end-to-end field service management platform. It manages customers, quotes, jobs and purchases all from one place. Scope out a quote for customer approval. Create a quote worksheet. Your field service teams will be scheduled. Reduce project and cost management. Purchase materials and link them to timesheets. Confirm all costs associated with purchase orders before the job begins. Get customer approval and generate invoices. All this in one platform. All the benefits of Customer Relationship Management (CRM), all in one platform. Service365 provides a seamless way for customers to keep track of their contact data, transactions and communications, as well as invoices. It is easy to use and powerful. With confidence and commitment to the success of your client, plan your resources and client time today and tomorrow.

B2Sell integrates seamlessly with your ERP/Business software system to create a seamless shopping cart that your customers can use. B2Sell offers solutions such as PIM, B2B eCommerce, Catalog Management, API's that are tailored to distributors and manufacturers, and can manage your entire marketing and sales channels. We offer turnkey solutions that save you time and money. B2Sell is a specialist in customizing features for eCommerce websites. If you have an idea, we can build it! Your ERP can be used to export product information to an online sales channel. Customers can place orders, view order history, view invoices, and look up inventory and pricing in real time. We work with each client in order to create a unique design that will make you stand out from the rest. Do you have a design in mind? We can also use your design.

Fresh Produce ERP that works. Prophet delivers working ERP and real automation to hundreds of satisfied Fresh Produce companies around the world.

RGM Software Services' Print Management is an enterprise resource planning (ERP), system for printers. This solution includes a variety modules such as order entry (dockets/job jackets), cost based estimating, production scheduling and inventory management. It also has customer relationship management (CRM) capabilities. Print Management is available on both the IBM AS/400 - iSeries as well as Windows networks.

The eProphet Payroll system is specifically tailored to serve as an ideal payroll software solution for franchise QSR operators, especially those transitioning from platforms like Sybiz, McProfits, Vandoes, or Cosmos. Building on over 20 years of experience from its predecessor, the eProphet Payroll system has been meticulously developed to accommodate the intricate demands of contemporary franchise labor industry awards and regulations. This advanced payroll software seamlessly integrates comprehensive electronic inputs for employee clock-ins, scheduled shifts, and updates to the employee master file directly from a store eProphet/eBOS system. By processing this data alongside minimal additional input from the payroll administrator, it utilizes a robust payment calculation engine, ensuring swift and precise employee compensation. The innovative features of eProphet Payroll not only streamline payroll management but also enhance overall operational efficiency for franchise owners.

ProphetLine's POS and Retail Management software is offered at an affordable monthly rate, making it easier for small businesses to stand their ground against larger retailers with extensive IT resources. This comprehensive software package includes essential features such as customer marketing, reservations, rentals, trade-ins, consignments, order tracking, manufacturing, open-to-buy management, retail stock ledgers, a true inventory matrix, layaway options, built-in accounting, and support for credit and gift cards, among other functionalities. Additionally, the software enhances multi-store operations by enabling internet communications with replication for centralized oversight and procurement processes. As a robust business solution, ProphetLine POS helps retailers streamline and improve their operational workflows. Clients are required to pay a monthly fee of $187, which encompasses software access, support, updates, and upgrades, all without the burden of a long-term contract. An initial payment covering three months is necessary, and in return, clients benefit from two hours of complimentary online training to optimize their use of the software. This setup not only promotes efficiency but also fosters growth opportunities for small retail businesses.

Comprehensive E-Commerce Solution. We provide an exceptional website designed to enhance the value for Prophet21® users by seamlessly integrating B2B and B2C capabilities into their online presence. Are you not a B2B Seller user? Do you lack an existing e-commerce site? Is your current platform falling short of your expectations? No worries, we are here to assist you in establishing your online sales channel. Our platform has been meticulously developed as a fully integrated e-commerce solution. WebAlliance E-Commerce goes beyond being a mere 'storefront' modified to display P21 products; it has been specifically tailored for the distribution sector to deeply connect with ERP systems and address the unique requirements of all distributors. It's essential for your business to explore how we can empower you to build a robust online sales channel for your clientele. Engage customers through their mobile devices, enhance the effectiveness of your sales team, and ensure your business gains visibility in Google and Apple App stores with WebAlliance Mobile (Prophet21 Mobile E-Commerce). With our innovative platform, your online presence can thrive in today’s competitive marketplace.

Capture, route, approve, and integrate invoices seamlessly with Epicor ECM AP Automation, providing you with the ability to work more efficiently through real-time access on any device, regardless of location. The system effectively captures text from scanned or photographed invoices and automatically identifies matches within Kinetic or Prophet 21, the modern names for Epicor ERP solutions. With just a smartphone photo or a scanned image, you can swiftly extract vital details from vendor invoices. Tailor automated workflows to align with your accounts payable (AP) processes using an intuitive graphical interface. Furthermore, the solution ensures compliance with records retention and safeguards documents against potential disasters. Each image is stamped with time and date, maintaining file integrity while also keeping track of access and activity history. Epicor ECM AP Automation is fully compatible with Kinetic and Prophet 21, enhancing operational efficiency. The inclusion of email alerts and one-click approval stamps facilitates a smoother approval workflow, improving supplier relationships and ensuring you maintain favorable terms. Overall, this automation enhances visibility and control over the entire accounts payable process, allowing for more strategic decision-making.

PRophet revolutionizes the public relations landscape by enhancing each layer of the process, from delivering deeper insights for improved strategic planning to collaborating seamlessly with conventional platforms for more intelligent and efficient operations. It also aids in crafting pitches that are not only more relevant but also more successful, ultimately fostering stronger connections with journalists. By leveraging precise data, you can optimize your crisis management or reputation-building campaigns, gaining clearer insights into how different media outlets are likely to respond to a developing situation. Additionally, you can refine your pitch through repeated testing and adjustments, ensuring that your language and target audience are perfectly aligned before launching your campaign. PRophet identifies the media outlets most inclined to engage with your story, revealing new reporter contacts and significantly boosting your chances of media coverage. With the potential to cut pitch time in half while potentially doubling your placements, PRophet allows you to allocate more time to other high-priority activities, enhancing overall productivity and effectiveness in your PR efforts. Ultimately, the integration of PRophet into your strategy equips you with the tools necessary to navigate the complexities of modern public relations with greater confidence and success.

Switching contexts can drain your productivity, so it's best to minimize transitions between Outlook and your CRM. By maintaining a smooth workflow, you can help your teams avoid unnecessary obstacles, leading to more successful deal closures and enhanced customer relationships. Thousands of companies have already benefited from optimizing their business operations with Prophet CRM. Take action now and participate in a demo to see how it can work for you. If your team spends all day in Outlook, shouldn't your CRM be integrated into that environment as well? Prophet CRM is designed for ease of use by sales and marketing teams, as it seamlessly integrates with a platform they are already familiar with—Outlook. To ensure a smooth transition, our dedicated project managers provide personal onboarding support, making the adoption process simple for your organization. Our Gold Support plan offers a 2-hour service level agreement (SLA) for quick responses, with all support personnel being full-time employees based in the United States. Established in 2002 in the Seattle area, Avidian is an employee-owned company that specializes in delivering a CRM solution directly within Microsoft Outlook, enabling businesses to thrive. With our innovative approach, you can transform your customer interactions and drive your success to new heights.

DataProphet focuses on enhancing intricate manufacturing operations across essential industrial sectors through advanced machine learning technology. By utilizing the data generated by your plant's production line machinery, our AI-powered solutions pinpoint areas where efficiency can be improved. We provide impactful recommendations that ensure a return on investment within the first year of implementation. In modern manufacturing environments, true excellence is realized when potential production challenges are anticipated and addressed proactively. Operators must have immediate access to actionable insights regarding part quality, performance metrics, and equipment availability before any underlying issues arise on the production floor. For contemporary manufacturers, reacting in real-time is insufficient; it is crucial to stay ahead of potential disruptions. Discover how DataProphet's AI-driven insights can assist you in meeting quality objectives, minimizing waste and defects, and optimizing manufacturing processes well before real-time becomes necessary, thereby setting a new standard for operational excellence.

In recent times, the management of golf resorts has faced growing difficulties. Economic pressures and an oversaturated market have compelled owners and operators to seek creative strategies to attract new customers and retain existing ones. One effective approach to stand out is to utilize technological solutions that enhance business operations, create fresh marketing avenues, and free up staff to better meet customer service needs. Club Prophet Systems provides a comprehensive range of advanced software solutions tailored for golf resorts aiming for excellence in their field. No matter the size of your establishment, Club Prophet Systems has customizable solutions designed to fulfill your particular requirements. We also offer complete implementation services, thorough training, and exceptional post-sale customer support to guarantee your continued satisfaction and success in the competitive market. Investing in these technologies can pave the way for a more prosperous future for your golf resort.

The Epicor Warehouse Management Solution (WMS), powered by cloud technology, leverages bar-coding and wireless systems to elevate precision, management, and efficiency within warehouse and yard activities. This innovative system leads warehouse personnel through their daily tasks in a structured manner, significantly reducing mistakes and fostering higher productivity. Access to real-time and accurate data is crucial for enhancing operational efficiency in your warehouse and the wider organization. The RF Navigator WMS, along with its associated products, offers valuable insights into your business, enabling a shift from reactive to proactive management. Furthermore, Epicor Prophet 21 has empowered an Arizona-based tile distributor to move away from manual operations, allowing Arizona Tile to maintain real-time information across all their stores. This advancement not only provides customers with trustworthy data but also contributes to an increase in sales and overall business performance. The ongoing integration of such technology suggests a promising future for supply chain management in the industry.

Epicor Cash Collect is a cloud-driven platform that streamlines and automates credit and collections operations, ultimately improving cash flow and boosting operational performance. By automating nearly 90% of tasks related to accounts receivable, it helps companies decrease overdue receivables by around 20%, facilitating quicker payments that can arrive up to 12 days earlier. The solution equips accounts receivable teams with tools that gather vital information, empowering them to effectively prioritize interactions with customers. Among its features are workflow-driven communications, automated reminders, a self-service portal for customers, and sophisticated reporting options. Additionally, Epicor Cash Collect integrates flawlessly with key Epicor ERP systems like Kinetic, Prophet 21, and Eclipse, providing a holistic approach to enhancing credit assessments and speeding up the resolution of disputes. This integration not only simplifies processes but also fosters stronger relationships between businesses and their customers, ultimately contributing to a healthier financial environment.

Your organization thrives on data, yet no one enjoys dedicating their time to handling documents and files. Epicor ECM offers a straightforward yet powerful solution, enabling teams to optimize content management through automated workflows, real-time version control, and dependable security measures. The system allows for rapid and precise retrieval, providing swift responses for both customers and vendors alike. It fosters dynamic collaboration across various departments, enhancing teamwork and decision-making by ensuring content is readily available when needed. Whether you choose a cloud-based or on-premise setup, Epicor ECM is a versatile and scalable content management system that adapts to your business's growth. Seamlessly integrating with Epicor ERP and Prophet 21, it delivers comprehensive enterprise efficiency. Capture content from any device, anywhere in the world, and utilize automatic data extraction to minimize errors and save valuable time. Additionally, monitor collaboration and revisions as they happen, while eliminating the risks of overwrites through effective content check-in/check-out controls, making it an indispensable tool for modern organizations.

ProphetStor's Artificial Intelligence for IT Operations (AIOps), Federator.ai® provides intelligence to orchestrate container resource on top of VMs or bare metal. This allows users to run applications without having to manage the underlying computing resources. Kubernetes has become the standard for container management platforms. Container adoption is increasing. The operational overhead for container adoption is huge, regardless of whether it takes place on-premises or in public clouds. Federator.ai®, which uses AI/Machine Learning technology to predict workload and resource requirements for containerized applications, makes these predictions. It helps IT administrators predict the computing resource requirements of applications and manage computing resources without sacrificing performance.

Print-Quotes Software transcends traditional print estimating tools by offering a comprehensive, browser-based print management and communication system that transforms how you handle your clients' printing needs. It caters to the specific demands of various printing processes, including digital, sheetfed, web, large format, and screen printing, along with their respective pre-press and finishing services. By providing your organization with a user-friendly and highly effective online print management and procurement platform, Print-Quotes Software enables even the least experienced print buyers to effortlessly obtain pricing, place orders, and access files at any time, all while optimizing time and cost for both employees and administrators. Its ability to generate accurate and reliable pricing for both custom and standard products ensures a seamless experience for all users. This innovative approach not only streamlines operations but also enhances customer satisfaction by simplifying the purchasing process.

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.

PowerQuote is an advanced software solution tailored for print shops engaged in offset printing, high-speed digital printing, and large format printing. With its intuitive interface and a distinctive, comprehensive job ticket system, PowerQuote allows users to generate estimates, manage job tickets, and create invoices, all while minimizing the risk of production errors. Additionally, PowerQuote offers Enhanced Module capabilities that include invoicing, receivables management, oversight of brokered jobs, and detailed reports for sales and production, making it an indispensable tool for the printing industry. Its robust features ensure that print shops can operate efficiently and accurately, thus streamlining their workflow.

The ePRO printing management software is a scalable business tool. It streamlines the entire lifecycle of a print order, from estimate to production to accounting. To ensure a quick turnaround, clients can quickly receive quotes. A robust management information system will eliminate errors and redundancy. We are always listening to our customers so you will see your suggestions come to fruition when we release system updates. You can improve warehouse control and reduce stock holdings. Send quotes to clients easily and quickly Know your profit margins and costs.

Chorde gives anyone who works directly with customers a simple way to add personal voice messages to their emails right inside Gmail or Outlook—no extra steps or tools required. By sending short audio notes, professionals create a friendlier, more human connection with clients and leads—something plain text can never do. Most people skim only a sentence or two of an email before losing interest, yet they’ll gladly listen to a few minutes of a genuine, helpful voice message. Chorde is also a huge time-saver. Speaking is roughly four times faster than typing, which means customer-facing teams can replace hours of writing with quick recorded messages and reclaim a large chunk of their day.

Software for cost and labor estimation designed for commercial and industrial plumbing contractors. QuoteSoft Pipe allows for automatic pipe generation, rapid global changes, program customization, and integration with your CAD and BIM software. QuoteSoft Pipe generates accurate bids from PDFs, prints, or any electronic plans files for Pipe, Fittings and Valves, Flanges. This tool is for HVAC contractors who need an easy and accurate way to estimate ductwork labor costs and material costs. QuoteSoft Duct can calculate rectangular, round, oval, and other HVAC accessories and equipment. QuoteSoft Duct provides precise bids for Ductwork and Spiral Pipe, Fittings and Grills, Dampers and Equipment. It also integrates with your CAD, BIM and project management software.

A contemporary and intelligent approach to enhancing customer experience is essential. Initially, Customer Communication Management might appear straightforward, but as a business begins to analyze the various forms of communication it uses—such as sales proposals, contracts, invoices, account statements, debt collection letters, product launches, promotional offers, appointment notifications, and more—the complexity quickly increases. With a multitude of channels at their disposal, including print, email, interactive online documents, SMS, and push notifications, alongside the diverse languages and preferences regarding formats, channels, and tones (whether casual or formal) of their clientele, achieving effective communication can transform into a significant challenge. Ecrion’s document automation platform simplifies and optimizes the creation and distribution of vital business documents within an adaptable and scalable framework. By implementing workflow rules, it expedites and clarifies intricate processes—whether they are manual, fully automated, or a hybrid of both—to guarantee that communications are consistent, high-quality, and well-regulated. Ultimately, this enhances the overall efficiency of the organization's communication efforts, leading to improved customer satisfaction and loyalty.

Efficiently handle your current clients and potential customers by enhancing your interactions and consolidating all communications. Accelerate growth by increasing your sales! Oversee leads and opportunities, and generate and distribute quotes. Streamline your marketing initiatives by creating campaigns, managing qualified leads, and synchronizing your sales and marketing strategies. Design projects using tailored templates, organize your schedule, and utilize GANTT charts for planning. Supervise your resources, implement effective time management practices, and generate comprehensive activity reports. Keep track of your sales, purchases, and inventory, maintain oversight of your cash flow, and obtain key performance indicators for your commercial strategies. Additionally, leverage data analytics to refine your approach and foster long-term client relationships.

Creating online invoices has never been easier, as there are no lengthy manuals to navigate! Billcue operates entirely in the cloud, allowing you to manage your invoicing from any device—whether it’s a desktop, mobile, or tablet. You can generate and dispatch your first online invoice within just minutes. The platform simplifies the process of crafting and sending invoices, quotes, and estimates while also keeping track of your expenses effortlessly. Your customers can readily accept your online quotes and pay their invoices through the web. Sending invoices and reminders is a breeze via email and SMS text—it's that straightforward! Additionally, you can automate your invoicing and expense tracking, manage jobs, and monitor both fulfillment and profits seamlessly. Billcue offers comprehensive solutions for online accounting, invoicing, expense recording, quoting, job tracking, and reporting. It features user-friendly quote software and invoicing tools tailored for tradies and small businesses alike. With a single click, you can convert quotes into invoices, and easily send them to your clients through email or SMS. You can also attach relevant files to your invoices and quotes, create recurring invoices and expenses, and even track when clients view their invoices. This makes managing your business finances not only efficient but also straightforward and effective.

PlanMan is a cloud-based project management tool tailored for architects and urban planners, offering a robust array of features aimed at optimizing administrative workflows and boosting efficiency. This software allows users to oversee an unlimited number of clients, projects, quotes, and invoices, all securely centralized in one location. With its integrated cloud storage, all project documents are easily accessible, eliminating reliance on traditional shared network drives. Each project includes a dedicated chat room for real-time communication, while client emails are conveniently organized within the respective projects for quick retrieval. Moreover, PlanMan provides a client portal that enables clients to access their inquiries, quotes, projects, documents, and invoices at any hour. Invoice payments can be processed online through seamless integrations with Stripe or GoCardless. The software also facilitates collaboration with co-consultants, the creation of quotes using project templates, and the generation of invoices for both clients and suppliers, ensuring a comprehensive management experience. Additionally, this platform simplifies the workflow for professionals in the field, making project oversight more efficient than ever before.

Draw in exporters, importers, and your representatives with Freightalia's innovative solutions, enabling you to deliver accurate estimates swiftly and professionally. As the most advanced automatic quoting system designed for freight forwarders, Freightalia is fully adaptable to your specific requirements, whether by country or service type. Its user-friendly interface makes it easy for both you and your clients to navigate. Since the system is cloud-based, all you need is an Internet connection—no additional IT infrastructure is necessary. Explore the ideal plan tailored to your business needs and see how Freightalia simplifies the quoting process. The time you save with this tool means it effectively pays for itself. With Freightalia, you can generate visually appealing quotes for your customers in real-time, while tracking the status of each quote—knowing when it was sent, viewed, accepted, or is still under consideration. By incorporating a range of performance-driven features, Freightalia equips you to surpass your competitors and expand your business reach significantly. Embrace this opportunity to enhance your operations and elevate your customer service to new heights.

Simplified pre-construction solutions allow you to get started in just a few minutes without any necessary training. Designed specifically for builders and subcontractors, this platform enables you to engage with knowledgeable professionals who are well-versed in the tools. It features an intuitive cloud-based measuring tool that streamlines quantity and material takeoffs, eliminating the need for printed plans and saving you countless hours in the office preparing quotes. This efficiency empowers you to bid on more projects and secure additional work, as you can transform takeoffs into quotes with a single click. By integrating takeoffs completed on the platform with your stored contact, inventory, and pricing details, you can generate quotes within minutes. All your quotes and communications are managed in a single centralized platform, helping you avoid the chaos of disorganized email threads. Additionally, you can compare trade package quotes side-by-side using the efficient tender management system, and post tenders on an open network to attract qualified subcontractors to bid on your projects. Ultimately, this comprehensive solution not only simplifies the quoting process but also enhances overall project management efficiency.

Consider the potential boost in revenue if your customer-facing teams were equipped with a more efficient and intelligent configuration, pricing, and quoting (CPQ) application that enables them to finalize contracts in real-time. This CPQ solution offers extensive functionalities for configuring products and services, determining prices, generating quotes, and managing approvals, all while seamlessly connecting with your backend systems like CRM, ERP, and customer support platforms. It simplifies the process of crafting tailored quotes and proposals for each sales opportunity. Additionally, the smart wizard feature automatically fills in quotes by recognizing patterns from previous customer interactions or project similarities, including applicable discounts and promotional offers. By streamlining these processes, you enhance not only efficiency but also overall customer satisfaction and engagement.

Our software for managing CRM and contacts simplifies the process of overseeing contacts while facilitating the creation of appointments, customer notes, letters, quotes, estimates, invoices, tasks, statements, and job sheets. It allows users to set up reminders, such as callback prompts, which help maintain organization, along with a Today view that outlines daily plans for each individual. Appointments, tasks, and jobs can be designated to multiple users, and the Appointments View enables users to view scheduled appointments for any given month, whether for a specific individual or the entire team. In addition, the platform supports mail merge and email marketing functionalities, as well as VoIP capabilities and SMS messaging. Amphis Customer offers seamless integration with Outlook, enhancing the management of customer emails, tasks, and appointments. Furthermore, both quotes and invoices can incorporate free-text sections with individual pricing or can be generated by selecting items from a comprehensive parts database for the products you offer, thereby streamlining the invoicing process. This level of customization ensures that users can tailor their documentation and communication to meet their unique business needs effectively.

The SERIES 3 ProShop Printing Estimating module is designed for growing and mid-sized printers, offering both swift service and adaptability. You can deliver accurate and tidy quotes to customers or prospects in just minutes, along with the ability to generate clear reports, printing labels, and much more. The system allows for flexibility in both the quoting process and subsequent adjustments, seamlessly integrating with the core MBA accounting modules. Operating on a Windows platform, the ProShop Management System is fully compatible with the latest Windows Vista, as well as XP and 2000 Pro. With minimal overhead, it can easily be networked for multiple users on basic peer-to-peer configurations, or set up on more complex networks that utilize domains and enhanced security measures. Each software purchase includes the first ninety days of support, ensuring you have access to help when needed, and support plans are available that offer unlimited assistance via telephone and internet. This comprehensive support ensures that users can fully leverage the capabilities of the software without interruption.

Printer's Plan has been around for over 30 years. It is a Print Estimating & Management Software that is designed for commercial shops that offer digital, offset, wide format and promotional products. Print Reach, Inc., a United States software company, was established in 2019. It offers a software title called Printer's Plan. Printer's Plan provides training via webinars, documentation, and in-person sessions. Printer's plan includes features like approval workflow, customizable templates and Multi-Store order management. It also offers product configurator, quotes / estimations, product configurator, product configurator, quote / estimates, and product configurator. Printer's Plan can be used as a SaaS, Windows, Mac or iPhone software. Prices start at $395/mo. Printer's plan includes support during business hours and online support.

You can now streamline team communication without relying on numerous Excel sheets. With the CaterSOFT online database, both you and your employees can log in and collaborate from any location. You can assign leads for inquiries to sales managers and utilize automated reminders to keep track of them. This allows you to concentrate thoroughly on each job while monitoring its entire process. The kitchen sheets are user-friendly and the menus are printed clearly for easy readability. Particular emphasis is placed on allergen information, dietary restrictions, and any specific customer requests. Additionally, you have access to specially tailored event job sheets, detailed planning reports, packing lists, and equipment hire specifications. There are integrated tools for managing staff schedules, including check-in and check-out times as well as time sheets. The flexible deposit structure and payment tracking system enhance financial oversight. Automated reminders simplify the process of generating invoices for customers, allowing for better financial management. This level of ease and efficiency truly distinguishes us in the industry, making operations more effective than ever. Overall, CaterSOFT is designed to enhance productivity and streamline workflows for all users.

Smilepass serves as a comprehensive, AI-driven platform for revenue cycle management that significantly improves the operational efficiency of clinics while increasing their revenue streams. Dentists utilize Smilepass to deliver tailored treatment plans to their patients, which include integrated payment solutions, automatic insurance verification, and sophisticated reminders and follow-ups for treatments that have not yet been scheduled, ultimately leading to greater acceptance of treatment plans and enhanced profitability for the clinic. This innovative approach not only streamlines administrative tasks but also fosters stronger patient engagement and satisfaction.

We've developed the most advanced and secure invoice generation tool available today. Gain a comprehensive overview of your billing activities by month, quarter, and year, while observing the real-time progress of your business. Effortlessly craft, dispatch, and receive personalized quotes tailored to your needs. Instantly create, download, and print straightforward invoices, ensuring efficiency in your billing process. Generate, issue, and send invoices directly to your clients, all while tracking their status in real time from any location. Seamlessly upload and manage your suppliers' expenses for better financial oversight. Build and maintain your product and service catalog, alongside price lists, enabling you to send quotes and invoices more quickly and accurately. Oversee customer and supplier invoicing and information management from one centralized platform, accessible from any device. Utilize our OCR technology to upload your expenses to Billin swiftly and effortlessly, streamlining your financial management processes. With our solution, you can enhance your overall productivity and ensure that your invoicing is both efficient and error-free.

Software for easy invoicing for entrepreneurs. Zervant gives you a quick overview of all your invoices and quotes. Automate your invoicing with Zervant. Create quotes and invoices in 60 seconds. Simply add your customer and product, hit Send, and you're done. You can create unlimited email invoices. We have you covered if you ever need additional tools like mobile apps, time tracking and e-invoicing. Get a 14-day trial of our Premium plans by signing up today. These are the comments of our customers about Zervant "It's easy for customers/projects to track their time and the hours are automatically transferred correctly to the invoice." - Joni Lehto, Grove Development Danny, DTS Service & Vertrieb, "Invoices are paid on time, right when customers get the payment reminder."

Introducing a customizable FileMaker template designed to serve as a foundational tool for your unique application. This versatile software solution excels in organizing your contacts, managing projects, processing job orders, generating estimates, handling project discrepancies, and overseeing leads, proposals, contracts, products, warehouses, income, expenses, payments, documents, as well as tasks and events through an integrated calendar and timesheet feature. It represents a smart approach to efficient business management! The application is particularly suited for enhancing business process management, allowing you to prepare sets of activities (whether events or tasks) and easily assign them to specific contacts, projects, or sales leads. The project management module enables you to define projects, outline tasks and roles, monitor project activities, allocate tasks to individuals or teams, generate purchase orders and estimates, swiftly create invoices, and keep tabs on project-related expenses. Additionally, you can efficiently track your leads and prospects, generate quotes or proposals promptly, and dispatch them to clients with ease. Once a lead is successfully converted, you can seamlessly create a project with a single click and continue to monitor its progress as needed.

Discover Karlia, a comprehensive CRM solution designed for effective customer tracking, invoicing, accounting, and project management. If you're looking to streamline your processes and implement automation, Karlia is tailored to meet all your requirements with its robust features that remain user-friendly. This all-inclusive CRM platform integrates invoicing, automated accounting, and project management into one seamless experience. Enhance your pipeline visibility and efficiently oversee the business cycles of both prospects and customers. Customize your experience by creating unique fields and adding personalized views to your directory. With just one click, you can edit quotes and invoices, seamlessly transforming opportunities into actionable invoices. Manage purchase orders, delivery notes, and inventory effortlessly while simplifying your expense and supplier management. Easily log expenses alongside receipts and set up recurring purchases to ensure smooth operations with your suppliers. Automate your accounting processes by connecting your bank accounts for automatic reconciliation and hassle-free export of accounting entries. Foster strong connections with your customers by communicating effectively, sharing essential business documents, and obtaining necessary validations for proofs. In this way, Karlia not only meets your business needs but also helps you build lasting relationships with your clients.

Experience seamless invoice and inventory management that eliminates the hassles of cumbersome spreadsheets and costly accounting tools. With just a few clicks, you can generate professional invoices featuring your logo, and easily send or print them for your clients. Monitor both full and partial payments effortlessly, and issue bulk statements when needed. Enjoy lifetime access to every invoice from any device, and effortlessly convert your quotes and estimates into formal invoices. Stay informed about your stock levels instantly, as the system allows for unprecedented inventory tracking and automatically adjusts inventory levels when you create an invoice or log a purchase. BizXpert's invoice and inventory capabilities handle the complexities for you, simplifying your workflow. Keep a comprehensive record of all your customers and vendors in one centralized location, allowing you to send quotes and invoices while linking them to your purchases. Analyze complete purchasing histories to identify your top customers, and utilize up to 31 customizable data fields to organize your partners in ways you’ve never imagined before. This powerful tool not only streamlines your processes but also enhances your overall business efficiency.

Compose a professional invitation email to your network, incorporating a personalized registration link tailored to your unique style, followed by an automated confirmation message. The registration dashboard offers live updates on registrations, cancellations, and those who have not responded. For a seamless experience at the event venue, Momice Check-in manages the entire on-site registration process, enabling contactless attendee check-in and badge printing. Simply utilize your smartphone or tablet to scan the QR code found on the tickets, and if needed, badge printers can be conveniently rented from Momice. Ensure you remain in your audience's thoughts by sending timely reminders and updates, while also creating a fully customized event website using a variety of design options. With Momice mail, you can strategically plan all your communications in advance, utilizing helpful filters to effectively reach your desired audience. This comprehensive approach will enhance your event's visibility and engagement.

Managing a flooring business comes with unique challenges, from tracking inventory to generating accurate estimates. Flooring software solutions streamline operations, enhance efficiency, and drive business success. Flooring Business Management Software: Efficiently manage customer relationships, inventory, and project workflows with Flooring Business Management Software. This comprehensive tool saves time, reduces errors, and enhances accuracy. Flooring Inventory Management: Stay on top of stock levels and track materials in real-time using Flooring Inventory Management tools. These features help reduce waste, prevent delays, and keep operations smooth. Flooring Estimating & TakeOff Software: Generate precise estimates and measure floor plans with Flooring Estimating and TakeOff Software. These tools eliminate manual errors, improve speed, and provide clients with transparent, accurate quotes. Flooring CRM Software: Build and maintain strong client relationships with Flooring CRM Software. Organize customer data, manage follow-ups, and streamline communication to foster lasting connections. Specialized flooring software optimizes efficiency, minimizes costs, and ensures customer satisfaction.

Oversee various locations effectively while organizing both one-time and recurring classes. Develop and implement membership plans and facilitate online enrollment for customers. Assign staff members to classes as needed and manage the onboarding process for customer lists. Utilize one-click SMS and email notifications to keep customers informed and remind them of outstanding balances. Monitor customer attendance closely and proactively engage with inactive customers to boost sales. Automatically generate invoices for each transaction and maintain oversight of overdue, unpaid, and completed invoices, ensuring they are GST-compliant. Streamline notifications related to invoices and payments while utilizing an intuitive dashboard to assess your revenue, track invoices, and analyze customer acquisition data. You can also export essential data such as invoices, payments, enrollments, and time sheets, while granting staff access to applications according to their designated roles. Implement biometric integration for tracking attendance in classes and efficiently manage membership plans. Facilitate online payment options for customers, along with check-in and check-out features. Communicate with customers through in-app calls and automate the invoicing process with GST-ready invoices. Stay informed with payment alerts and reminders, and have the ability to export and print comprehensive reports using custom filters. Lastly, take advantage of in-built documentation and FAQs to enhance user experience and support.

Deliver customized birthday and anniversary wishes to both prospects and customers through SMS and email using pre-set templates. Effortlessly send tailored messages for project visits, reminders for upcoming visits and payments, announcements for project launches, various promotional schemes, festive greetings, and much more with just one click. Facilitate communication with employees via SMS and email as well. Manage outreach to leads, prospects, and customers efficiently. Distribute leads to the telecalling team according to their specific workloads. Monitor the conversion rate from leads to prospects, and strategically allocate the marketing budget for different projects, phases, or blocks to optimize effectiveness. Additionally, ensure that all communications are timely and relevant to maintain strong relationships with your audience.

The Hearth mobile application allows you to effortlessly present your clients with estimated monthly payment plans, pre-qualify them in just a few minutes, and monitor the status of their loans. You can dispatch quotes, contracts, and invoices that include financing options directly from your mobile device, streamlining your sales process. With digital quotes, contracts, invoices, and payment tools, you won't have to worry about the hassle of tracking down checks and signatures anymore. Clients will receive automated reminders, relieving you of that responsibility. You can also easily monitor when clients receive, access, and sign important documents. By providing flexible payment solutions and a polished digital experience, Hearth enhances customer satisfaction significantly. The automation and tracking features mean no more back-and-forth phone calls or misunderstandings. Presenting monthly payment options instills confidence in your customers, encouraging them to proceed with their projects. Furthermore, Hearth enables you to integrate monthly payment solutions into every quote, contract, and invoice, facilitating smoother transactions and increasing your chances of closing more deals. This innovative approach not only benefits your clients but also boosts your business efficiency and success.