See our latest updates to the product as of July 2020, with recaps or introductions of the following:
- The Call Planner / Appointment “Getter”
- Globally visible customer and distributor contacts
- Mobile app Sales Comparison reports
- Email mass blast list segmentation, and integrations
- Autoklose deep integration that generates tasks, activity journals and opportunities
- Job tracking for construction industries
- Job and quote integration with IS Quote quotation tool
- Massive updates to the Quote module
- Improved PO Entry module
- Direct integration with Budde Marketing
- Subtotal calculations during sales and commission imports
- More Power BI reports, including jobs and delinquent account visits
Go get’em Team!