QuickEasy BOS is an enterprise resource planning (ERP) and business operating system (BOS) solution for small and medium-sized businesses. The software combines customer relationship management (CRM), sales, inventory management, finance and accounting, production management, reporting, and more, all in a single solution.
With QuickEasy BOS, users can access information on all their current and prospective clients in a single location, including full interaction histories. Custom fields can be used to record the exact data required, and follow-up reminders ensure that no tasks are forgotten. Built-in workflows assist users in managing marketing campaigns, and personalized bulk emails can be sent out to prospects and clients. Job quotes can be created by anyone, using either the integrated estimating wizard or customized price lists. Reminders can be created and linked to quotations, and the reasons for a deal being lost can be linked to rejected quotations.
QuickEasy BOS’s point of sale (POS) enables over-the-counter sales from any desktop or touchscreen device. Items can be added from lookup lists, by typing, or through barcode scans. Multiple payment types are supported, including cash, credit and debit cards, EFT, checks, and more. A range of standard and custom sales reports, pivot tables, and interactive data grids can be generated to display sales activity, such as quote conversion rates, invoiced sales, rep activity, and contact histories. QuickEasy BOS also offers features for managing production, estimating, purchasing, timekeeping, projects, materials, work in progress (WIP), accounting, and more.
Software by QuickEasy Softwarewww.quickeasysoftware.com