Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
ProductBooks is a SaaS platform designed for product configuration that assists B2B companies in digitalizing and automating the processes of customizing, visualizing, pricing, and documenting intricate products. By capturing product specifications and constraints within a scalable framework, it guides users through the selection of options while providing real-time 2D and 3D visualizations alongside immediate price updates. The platform facilitates dynamic customization of elements such as sizes, materials, colors, and components, alongside real-time calculations for costs that include taxes and discounts. Furthermore, it automates the generation of documents and CAD files for essential outputs like bills of materials, technical documentation, quotations, and 2D/3D drawings, while also allowing for template-based exports in formats like Word, Excel, and PDF. Integration capabilities with ERP and CRM systems, as well as inventory management, ensure compatibility and streamline the workflow of orders and production. By utilizing this configurator, businesses can significantly reduce quoting times, cut engineering costs, enhance the accuracy of manufacturing data, and speed up the ordering process, all while benefiting from additional features such as exporting to 3D objects and interactive choice guidance for a more engaging user experience. This innovative approach not only streamlines operations but also empowers companies to deliver tailored solutions to their clients efficiently.
Description
Enterprise Resource Planning (ERP) is a methodology employed by organizations to oversee and unify critical aspects of their operations. On the other hand, Customer Relationship Management (CRM) is a technology designed to facilitate the management of a company's interactions with both current and prospective customers. An integrated ERP/CRM platform equips employees across various departments, such as sales, customer support, business development, and marketing, with improved tools to handle external communications and foster relationships. According to forecasts by Gartner, CRM is poised to become the largest segment of enterprise software expenditure by 2021. For a business aiming for longevity, it is essential to have a forward-thinking strategy. Implementing a cloud-based, open-source ERP/CRM solution can provide access to over 30 foundational modules tailored to your business needs, in addition to more than 500 add-ons that support expansion. This system accommodates all industry sectors and features flexible integration options, as well as support for multiple languages and currencies, ensuring that your business can adapt to a diverse market landscape. Ultimately, such a comprehensive toolset empowers companies to navigate growth and maintain competitive advantages effectively.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Excel
No
Microsoft Word
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$60 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
ProductBooks
Country
Poland
Website
www.productbooks.eu/
Vendor Details
Company Name
Unbox ERP
Country
United States
Website
unboxerp.com
Product Features
Product Configurator
2D Drawing
No
3D Modeling
No
Analysis & Constraints
No
Custom Pricing Options
No
Inventory Management
No
Recommendation Engine
No
eCommerce
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
No
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
No
ERP
Accounting Integration
No
Accounting Management
No
CRM
Yes
Dashboard
Yes
Distribution Management
No
Enterprise Asset Management
No
Financial Management
Yes
HR Management
Yes
Inventory Management
Yes
Order Management
Yes
Project Management
Yes
Purchase Order Management
Yes
Purchasing
Yes
Reporting/Analytics
Yes
Sales Management
Yes
Supply Chain Management
Yes
Warehouse Management
Yes