Features List
Customer Accounts (CRM)
- Organize all of your Customer Accounts in one place
- Store multiple Contacts under each account
- Enter unlimited Notes & instantly search through them
- Review all Estimates & Invoices for a specific account
- Reminders messages if account has unpaid invoices
- Add Prospects (businesses that might become customers)
- Add Sales Opportunities & what they're looking to purchase
- Enter unlimited notes for Customers and Prospects
- Estimate the closing percentage for each Opportunity
- Sort your Sales Leads to display the hottest Opportunities first
- Prospects automatically convert into Customers when an Invoice is issued
- Import existing Customers & Prospects from CSV files
- Apply custom labels to specific accounts and keep everything organized
Inventory Management
- Enter all your Inventory (unique or quantity items)
- Organize Inventory into custom categories & locations
- Filter inventory list by category and/or location
- Drag and Drop categories to re-order them
- Import & Export your inventory using CSV files
- Link Inventory Items together & create custom packages
- Create custom Estimates & Invoices based on Inventory
- Add private Notes for each Inventory item
- Add "Unique Inventory" items
- Add "Quantity Inventory" items (small parts, accessories, attachments, or anything else that doesn't require unique SKU’s)
- Add custom inventory fields for specific categories
- Additional Expenses can be added to Inventory Items, which allows for accurate profit margin calculations
- Organize inventory into multiple Locations and Zones
- Generate Purchase Orders and replenish stock levels
Invoices & Estimates
- Quickly and easily create custom Estimates & Invoices
- Download Estimates & Invoices as PDF documents
- Email estimates & invoices as PDF attachments
- Convert approved Estimates into Invoices with one-click
- Automatically expire Estimates after X amount of days
- Re-open expired Estimates
- Review your revenues, including accounts receivable
- Live Profit Analysis tool allows you to review estimated profit margins when creating Estimates or Invoices
- Review which accounts have overdue Invoices
- Record partial payments, returned payments and refunds
Reports
- Generate Financial Reports for any given date range:
- Gross & Net Revenues
- Your Inventory Valuation
- Cost of Newly Purchased Inventory
- Profit / Loss
- and more...
- Categorize revenue from services (Repairs, Rentals, etc)
- Generate Aged Receivables Report which organizes all unpaid invoices by groups and by how old they are
Dashboard
- See what everyone has been up to in the daily Activity Feed
- Review the Top Sales Leads and Top Unpaid Invoices
- Global Search displays all results from all sections
- Detailed Account Statistics show where your records are used
- Global Address Book with instant searching
- Graphical display shows how many Records are remaining
Multiple Users & Settings
- Collaborate with your team by adding multiple User Accounts
- Change default settings used throughout SalesBinder
- Connect to the SalesBinder API and integrate our system with 3rd party software or even your website
- Custom user permissions: set view access to each section along with optional read-only access
- Custom user profile photos
Note: Features are constantly being added. Feature List last updated: January 22, 2013.
