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Description

Enhance your Route Sales, DSD, and Equipment Service Operations by utilizing Prism's comprehensive Route Accounting Software Platform. This all-in-one solution, accessible via desktop, web, and mobile, optimizes your distribution processes, boosting sales and improving efficiency in your daily tasks. The mobile application designed for route sales managers equips them with essential tools that facilitate quicker and more precise sales transactions and deliveries. It features invoicing capabilities that enhance both sales and collections, effectively reducing the risk of accumulating bad debt. Additionally, Prism's mobile pre-order entry feature empowers sales representatives to engage with customers and place orders seamlessly while on the move. Furthermore, Prism's call center solutions aid office sales representatives in amplifying sales, raising product awareness, and delivering exceptional customer service, ultimately fostering long-term client relationships. By integrating these solutions, businesses can achieve remarkable growth and operational excellence.

Description

iPoint Solutions, a company based in the United States, specializes in creating software tailored for field service organizations, enabling them to enhance their daily operations, refine workflows, and expedite the sales process through a robust and adaptable platform that caters to specific business requirements. This all-encompassing business management system allows users to oversee all facets of their operations from one centralized location. It provides real-time insights and performance metrics for every department, along with automated daily updates to keep everyone informed. Experience the convenience of a paperless environment, whether in the office, at the warehouse, or on the job site. The platform also seamlessly integrates with mobile devices, offering a truly flexible and mobile-friendly experience. iPoint Solutions has assisted numerous businesses in boosting their operational efficiency and profitability. Equip your team with the essential tools to succeed, while managing your entire organization from a unified platform. By leveraging automated workflows, you can complete tasks more quickly and reduce waste, ensuring that your team remains connected and informed throughout the process. Ultimately, iPoint Solutions empowers businesses to achieve their full potential in a competitive landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Gmail
Google Calendar
QuickBooks Online

Integrations

Gmail
Google Calendar
QuickBooks Online

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$105 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

Prism Visual Software

Founded

1993

Country

United States

Website

www.prismvs.com

Vendor Details

Company Name

iPoint

Country

Germany

Website

ipointsolutions.net

Product Features

Distribution

Barcoding / RFID
Import / Export Management
Inventory Management
Order Management
Purchasing
Returns Management
Sales Forecasting
Shipping Management
Warehouse Management

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

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

Route Planning

Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
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

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

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 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

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

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

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

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