Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Give your customers and partners the visibility they require to empower them. Your customers and partners can interact with you 24/7 via online portals. This will result in higher customer satisfaction, lower service delivery costs, and increased sales. All account information can be stored in the form Prospects, Customers, and Vendors. The 360-degree page gives you a complete view of your Account's Contacts and Quotes, Work Orders. It also shows Installed Products, Sites, Contract specific documents, and Work Orders. Additional account information, such as billing addresses and shipping addresses, tax information, and contact information, should be kept. Set up approval processes for your quotes and contracts. For potential sales or service orders, provide quotations to your customers. With the most current sales tax tables, automatically calculate your Sales Taxes.
Description
Our Enterprise Condition Management solution, often referred to as Rate Management, simplifies the process of generating dependable quotes and contract frameworks by integrating clear and straightforward rate management practices. At the heart of this application lies the unification of the frequently intricate logistics service costs, along with a lucid display of all pertinent information. Utilizing CargoSoft ECM enables users to swiftly and accurately compare rates and corridors, facilitating prompt quotation preparation. It allows for a transparent comparison of costs, cost trends, and calculation bases specific to individual corridors. This tool enhances the selection process for preferred service providers, aids in calculations, and bolsters your negotiating power with those providers. Furthermore, by assigning specific user rights to various functions related to rates and contracts, all participants in the process can gain access to essential data that pertains to their roles, thereby fostering collaboration and informed decision-making amongst teams. This structured approach not only streamlines operations but also enhances overall efficiency.
API Access
Has API
API Access
Has API
Integrations
Dexter
Docusign
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
Sage 500
Salesforce
Integrations
Dexter
Docusign
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
Sage 500
Salesforce
Pricing Details
$75 per month
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
BiznusSoft
Founded
2013
Country
United States
Website
www.biznussoft.com/field-service
Vendor Details
Company Name
DAKOSY
Country
Germany
Website
www.dakosy.de/en/solutions/logistics/forwarding-software/enterprise-condition-management
Product Features
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management