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Description
ProcessMate is a cloud-based solution designed to monitor quotations and ordering processes. It features a sales desktop for employees and a Customer Portal that allows clients to request quotes, place orders, and submit service requests. The portal is customizable, enabling easy branding to align with your organization’s identity. With ProcessMate, you can efficiently oversee processes and tasks, manage related documents, and facilitate team communication. This software is capable of handling both spontaneous and scheduled tasks effectively. The platform not only tracks activities but also sends notifications to users, generates reports for management, and assists in optimizing business operations. Additionally, it enhances communication with customers by allowing them to submit purchase and service requests, check the status of their ongoing requests, and automatically initiate internal processes upon submission of their requests. Consequently, this fosters a more interactive relationship between businesses and their clients.
Description
When managing an Operator CMS, you have the ability to prolong the expiration duration of a pending booking, which is set to a default of 30 minutes, in addition to saving quotes and incorporating custom services into either a booking or a quotation. Services that are added to the cart can be designated as Only Cost items, meaning they remain hidden from the client, yet all associated processes, including notifications to relevant providers, are executed as usual. Furthermore, any travel services you input into the system can be utilized to generate tailored quotations and spontaneous reservations. You maintain comprehensive oversight of all services linked to a booking or quotation, allowing for modifications to be made both prior to and after the cart's confirmation. Additionally, you can navigate through various pages equipped with multiple filters to efficiently search through existing bookings, reserved items, purchases, and sales orders. Each component within a booking or quote can be classified as Available or On Request, and you have the option to determine whether or not to utilize the allotment specified in the relevant contract. This flexibility ensures that your booking management process is both adaptable and efficient.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$25 per user 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
ProcessMate
Founded
2013
Country
United Kingdom
Website
processmate.net
Vendor Details
Company Name
Adalte
Country
Italy
Website
www.adalte.com
Product Features
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
Product Features
Tour Operator
Accommodation Booking
Activities Booking
Central Reservation System
Coach Booking
Custom Packages
Customer Management
GDS / OTA Integration
Itinerary Creation
Multi-Day Tours
Payment Processing
Price / Margin Management
Promotions Management
Quote Management
Reservations Management
Vendor Management
Website Management
