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Description

ForwardSales simplifies the management of quotes by allowing users to easily input customer information, including items and their corresponding prices. Each quote features an expiration date and can seamlessly transition into a Sales Order. The system efficiently tracks expiration dates and sends notifications as they approach. With ForwardSales, creating Sales Orders and Credits is straightforward; these orders include essential details such as the customer's shipping address. Additionally, the platform records information about the sales representative, delivery methods, and relevant dates. ForwardSales also provides real-time inventory checks and can generate summarized production orders when necessary. As orders are processed, they become visible to the inventory team, facilitating an efficient picking and filling process. Once items are shipped, inventory levels are adjusted accordingly, and invoices are generated. This financial data can be integrated back into your accounting system for streamlined management. Furthermore, ForwardSales enables users to arrange pickups or deliveries and charge customers accordingly. Dispatchers input customer details, location, delivery or pickup methods, dates, and item specifics, ensuring a comprehensive overview of logistics. The platform ultimately enhances operational efficiency and improves customer service.

Description

Sensei CRM empowers you to take charge of your pricing strategy. Featuring an advanced pricing engine, it enables you to calculate prices for intricate metal buildings within minutes. With multiple manufacturing partners and regular updates to their pricing, you can rest easy knowing that you won't have to deal with unexpected price fluctuations. A truly personalized customer experience is essential, as effective inbound marketing focuses on placing customers at the forefront. Additionally, the comprehensive workflow management system permits managers to check orders and quotes for any potential pricing errors. This means that sales professionals can avoid time-consuming manual processes by simply selecting a manufacturer; Sensei's efficient software fills out the necessary PDF forms and sends them directly via email. Moreover, this integrated system not only optimizes efficiency but also enhances communication between teams, ensuring a smooth operational flow.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

NetSuite
QuickBooks Online
Sage 50
WooCommerce
WordPress

Integrations

NetSuite
QuickBooks Online
Sage 50
WooCommerce
WordPress

Pricing Details

No price information available.
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

FwdMbl Solutions

Founded

2013

Country

United States

Website

www.fwdmbl.com

Vendor Details

Company Name

Sensei CRM

Country

United States

Website

www.senseicrm.com

Product Features

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Order Entry

Back Order Management
Customer Database
Inventory Management
Order Fulfillment
Order Management
Real Time Order Entry
Remote Order Entry
Shipping Management
Warehouse Management

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

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

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