Description
Package Includes:
Configure Business Website, Google, Apple, Facebook, and Instagram
Professional web address (with your custom domain) and a tailor-made WordPress site using stunning and responsive templates
Web pages (5): home, about us, contact us, store/bookings, and customer profiles
Integrate (up to 2) social media feeds on the website for testimonials, reviews, and/or posts
Customer profiles: view order history, address, and contact info
Robust, secure, and elastic hosting using AWS enterprise-grade infrastructure
Storage for website content (30 GB) for photos and graphics
Register your entity with Google, Apple, Facebook, and Instagram for business. Business profile includes company location, business email, phone, and website links to/from social profiles
Branding, Graphic Design, and Custom Images
Brand style book, logo, font, email signature design, and color palette definitions
Social media profile images (2), cover images (2), and feeds (2)
Customized stock photos (20) and personalized icons (10)
Consulting, Configuration, and Support
Implementation of the standard scope is included in the first month
Periodic meetings to review business results and requirements
Configuration and technical support time allocated monthly 1 hour/mo.
Small Business Digital Education (Coming Soon)
Recorded micro courses, webinars, and advisory
Knowledgebase, tools, and templates
eCommerce Online Store
Products or services with photos, price, and descriptions (250)
Online store with shopping cart, orders, and checkout
Recurring subscription or services offerings
Secure online payment gateway to accept credit cards
Or eCommerce Bookings
Online calendars per service type: appointment, class, course
Online calendar by individual staff member
Staff calendar integration showing customer contact info, service address, and map directions
Confirmation emails for customers
Collaboration Suite by Google Workspace
Professional business email using your custom domain
Video and voice / telephone conferencing
Team messaging chat
Shared calendars
30GB cloud storage per individual user
Word document processing
Spreadsheets to collaborate with your teams and customers
Presentation builder using PCs, Macs, mobile, and tablets
Professional forms builder to create surveys and online forms
Shared notes from your computer, phone, or tablet
Financial Accounting
Billing with sales invoice, purchase orders, credit & debit notes, and pricing rules
Accounting entries with investment, asset, income, profit and loss
Chart of accounts for expenses, liabilities, income, and fixed assets
Journals for entries including bank, cash, credit card, debit, credit, and depreciation
Payments for invoices, sales & purchase orders, expense, and internal transfers
Bank reconciliation to match your accounting entries to your bank account statements
Payment reconciliation for partial payment or payment plans
Accounting reports via general ledger, AR/AP statements, trial balance, balance sheet, cash flow statement, and profit & loss
Subscriptions including trial period, cancel auto renewal, taxes, discounts, invoice auto creation, calendar months, and cancellation
Budgeting with monthly distribution, control flags, and variance reporting
Inventory Management
Items to define and track products and services offered to your customers
Item variants to track options such as size (XS,S,M,L,XL), color, and style
Warehouses for manufacturers, importers, exporters, wholesalers, and transport businesses
Stock tracks the amount of items you have in inventory at any given time
Sales Operations
Sales Orders are integrated to your online store, price lists, items, warehouse, shipping, and customers
Sales Analytics to view your sales performance across multiple views including a sales funnel report
Quotations, proposals, and estimates will assist your team in a formal sales process
Outside Sales including channel partners, distributor, dealer, agent, retailer, implementation partner, and reseller.
Materials Management
Bill Of Materials will breakdown items into their minimal components and quantities
Materials request allows for workflow and automation in your production organization
Production planning methods supported include make-to-stock, make-to-order, and engineer-to-order
Purchasing
Supplier profiles including legal name, address, contact, tax ID, price list, credit limit, and pricing rules
RFQ request for quote from suppliers
Purchase Order including item quantity and rate, weight, taxes, charges, shipping, payment, terms & conditions
Sales CRM
Contact tracking their name, address, phone number, and email address
Lead reminders and recording of comments, emails, activities, and auto-assignment to a sales executive
Opportunity end to end lifecycle management with reminders and auto-assignment to sales executives
Campaigns to execute a sales strategy aimed to promote your products and services including email templates
Customer with multiple contacts and addresses integrated to accounts and loyalty programs
Support Ticketing
Service Level Agreements help you set and monitor customer service expectations
Issue track status, customer, priority, issue type, response, resolution, comments, and assignment
Warranty at the item level allows for tracking of customer claims, resolution, and customer satisfaction
Maintenance schedules and visits that track the type, completion status, customer, item, and serial number
Project Management
Projects tracking including activities, percent progress, scorecard weight, calculations, and current status
Connected to customer, sales orders, and users
Costing, estimated costs, sales amount, billable amount, expenses, materials, and purchase orders
Gross margin and gross profit formulas to assist in the evaluation of project financial success
Human Capital Management
Personal data management
Job assignment and status information tracking
User role based permissions
App Integration & Intelligent Automation
Payment Gateway: Paypal, Braintree, Stripe, Plaid
eCommerce Amazon, Shopify, WooCommerce
Google Workspace (previously GSuite) integration of contacts, calendar, and drive
**Note: +$48/user/month Ad Hoc Services $69/hrs