Full Features List

Customer Accounts (CRM)

• Organize all of your Customer Accounts in one place
• Store multiple contacts for people 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 & Export customers, prospects & suppliers from CSV files
• Apply custom labels to specific accounts and keep everything organized
• Create and assign custom pricing tiers to specific accounts

Reports

• Generate Financial Reports for any given date range:
  • Gross & Net Revenues
  • Your Inventory Valuation
  • Cost of Newly Purchased Inventory
  • Profit / Loss
  • and more...
• Generate Inventory Reports (items sold, top sellers, etc)
• Categorize revenue from services (Repairs, Rentals, etc)
• Generate Aged Receivables Report which organizes all unpaid invoices by groups and by how old they are
• Generate a payments report for all received payments during a specific period of time

Dashboard & Activity Feeds

• 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

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 & P.O's

• Quickly and easily create invoices, estimates & purchase orders
• 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

Multiple Users & Settings

• Highly customizable settings (currencies, payment terms, units of measure, etc)
• 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, limit to only viewing their own documents, and also set optional read-only access
• Upload custom user profile photos or use one from Gravatar

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Note: Features are constantly being added. Feature List last updated: November 27, 2014.