SME Complete Features

SME Complete

A complete service management solution for SMBs

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SME Complete Feature Summary

  • Sales and proposal generation
  • Customer relationship management (CRM)
  • Maintenance contracts
  • Inventory management
  • Work order management
  • Technician dispatch
  • Customer tracking and records
  • Scheduled service contracts
  • Service call management
  • Installation orders
  • Staff schedules
  • Sales and prospects tracking
  • Sales force automation (SFA)
  • Direct marketing
  • Sales leads
  • Bids & proposals
  • Documents
  • Reminders, email notifications
  • Automated task notifications
  • Invoice history
  • Billing information tracking
  • Synchronization
  • Detailed tracking of inventory
  • Track purchase orders
  • Bar code scanning
  • Photo options to help inventory item differentiation
  • Stock summaries
  • Accounts receivable
  • Service calls history
  • QuickBooks integration

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