Quoting, CRM and order management

  • Exclusive smart quoting tool
  • Detailed order management console
  • Voice-to-text and voice record functions for fast notes on the go
  • Customised tasks and workflow automation
  • In-system SMS and email customer updates and communications
  • Process flows to connect workflow to measure and installation tools and reporting
  • Appointment scheduler with customised calendar views
  • Google Calendar syncing
  • Exclusive Smart Map system, to live-manage and track employees and appointments
  • Automated client appointment reminders in email and SMS
  • 6 hour live virtual initial training
  • Additional training and support
  • Extensive support functions and training videos
  • Ability up upgrade to Premium Features at any time
  • Soft furnishing fabric and manufacturing calculation tool, customised to your products
  • Automated manufacturing deductions for tube sizes, skin sizes, and so on
  • Automated workroom and fabric order generation (including exact cuts, meterage, headed sizes)
  • Purchase order generation in PDF and Excel format
  • QR coded product labels to scan products into the system
  • Customisable employee access, roles and abilities
  • Employee performance dashboard with live quotes and sales analytics
  • Admin performance dashboard with live quotes and sales analytics
  • Suite of detailed reports, with functionality to customise your own
    within your organisation