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Description
Monitoring field activities and tracking sales are crucial for businesses of all sizes, from small enterprises to large corporations. An effective system can significantly simplify processes for both management and staff. Accelerating the order booking and processing phases allows companies to concentrate on genuine and precise sales figures. The concept of Real Time Business Intelligence is invaluable, as it envisions a tool that could enhance a company's efficiency by boosting sales performance, expanding knowledge, and increasing market visibility. Ultimately, having the right system in place not only streamlines operations but also empowers businesses to thrive in competitive landscapes. This highlights the importance of adopting innovative solutions to stay ahead.
Description
Since its inception in 2004, ProfitKeeper has partnered with franchisors to boost their profitability and expand their brand presence. Our comprehensive platform is designed to save time and deliver deeper insights for both emerging franchises and well-established brands, ultimately aiding franchisees in becoming more financially successful. In 2018, we became a part of PrimePay, aligning our efforts towards a common goal: allowing business owners to concentrate on improving their operations. Trust is paramount when it comes to managing financial information, and our secure platform is relied upon by some of the leading names in the franchising industry. Envision a solution that not only handles the workload efficiently but also guarantees that your data is accurate and actionable. ProfitKeeper gathers reliable data essential for informed decision-making. Our innovative software automates the extraction of franchisee information, including financial statements, royalties, and key performance indicators, and presents it all in user-friendly dashboards and analytics. By streamlining this process, we empower franchisors to focus on strategic growth while we take care of the essential data management.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$6 per month
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
OptCRM
Founded
2010
Website
www.optcrm.com
Vendor Details
Company Name
ProfitKeeper
Founded
2001
Country
United States
Website
www.profitkeeper.com
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
Field Sales
Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Payroll
401(k) Tracking
Attendance Management
Benefits Management
Check Printing
Compensation Management
Deductions Management
Direct Deposit
Multi-Country
Multi-State
Reporting/Analytics
Self Service Portal
Tax Compliance
Vacation / Leave Tracking
W-2 and 1099 Preparation
Wage Garnishment
