Get insight into your sales pipeline and build deeper customer relationships. Capture, locate and share critical customer information and activities in one place so sales reps can efficiently manage their opportunities and better understand preferences of each customer.



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Improve inventory control and customer service. With multi-location inventory tracking, serial and lot tracking, and other warehouse management tools, you’ll always know what you have, where you have it, and when you can get it to the customer.




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Streamline your business operations and increase revenue potential by connecting your office with the field. Real-time updates via wireless mobile devices help dispatchers better coordinate technicians and schedule more jobs. On-site invoicing helps you get paid faster.



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Get up-to-date company performance snapshots. The interactive dashboards deliver quick sales and profitability data that you can use to evaluate overall business performance and make better decisions. Create custom reports in minutes with the easy-to-use report builder.



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Helps you boost your profits with easy–to–use job costing tools, nine Contractor reports, and a profitability snapshot of any open job. Set hourly billing rates by employee, skill level, or position. Organize all your job details in one place including customer and vendor information, expenses, estimates, change orders, invoices, purchase orders, bills, payments, and more.




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Makes it easy to demonstrate financial accountability to your Board of Directors and donors. Generate any of nine nonprofit reports from the Report Center to help track donors and contributions. Generate customized thank–you letters and donation statements without retyping into Microsoft® Word. See contact information, pledge status, and contribution history for any donor at a glance in the Customer Center.



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Makes it easy to keep on top of your projects and show where you’re making or losing money with 17 Professional Services reports. Get instant access to contact information, balances, and transaction histories for any client, all in one window. Set up multiple billing rate levels for your employee, client, or service, and apply them to invoices any way you choose.



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Get one-click access to inventory item lists, price level lists, building assemblies, adjusting inventory and other tasks and features commonly used by wholesalers and distributors. Create Bills of Materials to easily track assembled products (or "kits") and their associated costs. Use the Available to Promise feature to see the complete status of inventory items as you write orders. Use the Sales Order Fulfillment Worksheet to see all your open sales orders and help you select an order to ship, based on criteria that matter to you. See what’s on your shelves, which out–of–stock items are costing you sales, and more with 11 specialized reports.



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