Sales
More than just managing your enterprise's contacts, the Sales module has tools for
managing leads, importing contact information from MS Outlook, building a customer
profile, so you know what your customers looks like by industry and size. Create
and track sales opportunities and keep a complete history of everything that happens
with a contact throughout the enterprise.
Estimating
Accelerate and improve the accuracy of how your enterprise determines what labor
resources and materials are necessary to service your customers. Then standardize
how the information is presented and where the estimates delivered to your customers
are kept.
Project Management
You've quoted a customer a price based on the necessary labor and materials, now
manage the process to make sure your "budget vs. actual" are what they should be.
The Project Management module doesn't have a sophisticated learning curve like some
project management software products. It's simple, straight forward and visual so
you don't have to have specialized education or training to make sure your Enterprise's
projects come in on time and stay in the black.
It's key features allow you to manage tasks, materials, project milestones and communicate
easily and effectively with all project stakeholders.
Project Tracker
If you have ever wondered just how much time really goes into delivering
a service to your customer, Project Tracker gives you the tools to track time by
task and resource. Not just for PC centric enterprises, Project Tracker has the
tools to allow users who don't work at their PC all day to manually update enter
and manage the time they spend on a task. The end results is accurate, factual time
spent from the entire enterprise.
Billing
Throughout 3cDots™, we've automated the tracking of customers to be billed
- and for how much. The billing module lets you quickly and easily manage all your
enterprise's billing information and supports some of the most popular accounting
software packages including Quickbooks™, Small Business Accounting™ and Great Plains™.
Additionally, we've added features that allow the billing module to communicate
a customer's credit status andcredit terms throughout the rest of the enterprise.
Other key features include manual billing, reoccurring billing, and warranty/service
agreement management.