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Description
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.
Description
We create and provide solutions that enhance your business's efficiency and profitability. The ConnectIt-Opera software facilitates the integration of QuoteWerks and Pegasus Opera, allowing for the swift transfer of document data, which can save you considerable time. By utilizing ConnectIt, the time needed for information transfer between QuoteWerks and Pegasus Opera has been drastically reduced from as much as one hour to just a few seconds. Companies that have adopted ConnectIt have seen a return on their investment in a matter of weeks. Additionally, ConnectIt accommodates a variety of document types such as Sage Product Sales Orders, Product Purchase Orders, Product Invoices, Product Credit Notes, Service Invoices, and Service Credit Notes, along with several combinations of these documents, enhancing overall workflow efficiency. This comprehensive support empowers businesses to streamline their operations further, ensuring they remain competitive in their respective markets.
API Access
Has API
API Access
Has API
Integrations
Google Calendar
Pricing Details
$999 per year
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
YZY SOFT
Founded
2011
Country
Lithuania
Website
www.yzysoft.com/product/benroy-business-app/
Vendor Details
Company Name
Hilltops IT
Founded
2005
Country
United Kingdom
Website
www.connectit-software.co.uk
Product Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Product Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services