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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel Yes 
Microsoft Word Yes 

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 

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