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Description
PensionPro is a comprehensive cloud software solution aimed at enhancing the efficiency of Third Party Administrators (TPAs) by simplifying plan management, client interactions, and overall business operations. It features three different levels: TRACK, TEAM, and BUSINESS, each specifically designed to cater to diverse organizational requirements. TRACK is the foundational tier, offering fundamental tools such as Client Relationship Management (CRM), a Plan Cycle Milestone Dashboard, and basic reporting options. Additionally, it grants access to PlanSponsorLink.com, a secure portal that facilitates seamless information sharing between administrators and their clients. The TEAM tier builds on the capabilities of TRACK by incorporating features like online data collection, time tracking, mass email functionality, fee schedule oversight, and integration with ftwilliam.com for necessary forms and compliance needs. This level is crafted to enhance operational organization and streamline internal processes, ultimately boosting profitability. Furthermore, the BUSINESS tier offers even more advanced tools and analytics to support larger organizations in maximizing their operational effectiveness.
Description
Our ERP software tailored for Australian retail and wholesale distribution enterprises offers a choice between a straightforward, scalable out-of-the-box solution or a fully customized option to meet individual requirements. By opting for Qdos, you benefit from local support teams positioned right here in Australia, ensuring prompt assistance whenever you need it. This software encompasses all essential features to enhance your retail operations, enabling you to save time, boost productivity, and access vital information in real-time. For more insights into our cloud ERP system and its cost-effective implementation, consider downloading our Jumpstart brochure. We’ve prioritized user-friendliness in our Qdos ERP, making the purchasing process equally seamless. You can select from three distinct tiers: the entry-level Qdos Jumpstart package, which includes essential ERP functionalities, services, and support that can be expanded as your business grows; the Mid-Tier edition; and the Enterprise edition, both of which incorporate advanced ERP back-end modules, front-end applications, and elevated support options, allowing for a comprehensive and adaptable business solution. With such flexibility, businesses can confidently choose the level of service that aligns with their growth trajectory.
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
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
PensionPro
Founded
2010
Country
United States
Website
pensionpro.com
Vendor Details
Company Name
Qdos Technology
Country
Australia
Website
www.qdos.com.au
Product Features
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