Website + Digital Storefront

• Custom business domain (website address)
• WordPress website using professionally designed and fully responsive templates
• Robust, secure, and elastic hosting using AWS enterprise-grade infrastructure
• Integrated social media feeds on the website for testimonials, reviews, and/or posts
• Storage and media management for images, videos, documents, and other files.

Graphic Design and Custom Images

• Mini-branding suite with logo, fonts, and color palette definitions
• Social media profile and cover images
• Customized stock photos and personalized icons

Online Store (eCommerce)

• Products or services with photos, price, and descriptions
• Online store with shopping cart, orders, and checkout
• Recurring subscription or services offerings
• Secure online payment gateway to accept credit cards
• Customer profiles: view order history, address, and contact info

Appointment Bookings

• Online calendars per service type: appointment, class, course
• Staff calendar integration showing customer contact info, service address, and map directions
• Confirmation emails for customers

Financial Accounting

• Billing with sales invoices, purchase orders, credit and 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 and 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 and 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 number of items you have in inventory at any given time

Sales Operations

• Sales Orders are integrated into 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 and conditions

Sales CRM

• Contact tracking their name, address, phone number, and email address
• Customer with multiple contacts and addresses integrated to accounts and loyalty programs
• Lead tracking and generation using Web Forms
• Customizable workflows for end-to-end sales lifecycle management

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