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Welcome to the world of on-demand business software. You could be issuing invoices today!
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| Invoicing |
Customer Relationship Management |
Accounting |
All-in-One
Enterprise Suites |
Franchise Suites |
Software for Accountants |
| SMARTEDGE BT2 CRM | Only R 225.00/company/month |
SMARTEDGE BT2 includes the features listed below. If you want to compare the features of this edition with other editions, click here.
Organisational Management
Organisation
 Employees |
| Sales Commissions and Bonuses |
| Independant companies (not-consolidated accounts) |
| Time Sheets and Employee Time Tracking |
Office Productivity
| Shared Calendar |
| Tasks, Appointments and Events |
| Activity Notes and Attachments |
| Automatic Task and Appointment Invoicing |
| Recurring Tasks and Events |
| Document and Voice Log Library |
| Document Management |
| Customers, Suppliers and Contacts Integrated With Skype Chatting and VOIP Calls |
| Alerts and Reminders |
Sales
Customers and Leads
| Activities and Notes |
| Address Labels |
| Age Analysis (multiple aging options) |
| Banking Information |
| Campaign Source |
| Classification (Lead or Customer) |
| Communication Preferences (e-mail/print documents) |
| Communication Tracking (e-mails/documents sent) |
| Credit Limit Control |
| Customer Blocking |
| Customer Categories |
| Customer Groups |
| Customer Payments and Refunds |
| Discount Handling |
| Document Tracking |
| Foreign Currency |
| Mass Statements (e-mail and date customisable) |
| Multiple Addresses |
| Multiple Contacts |
| Parent Company w/grouped statements |
| Price Differentiation |
| Customer Specific Product Catalogs |
| Customer Specific Price Catalogs |
| Sales Statistics by Customer, Customisable Data Presentation |
| Standard Sales Representative (owner) |
| Standard Payment, Delivery and Transportation Terms |
| Statements with Age Analysis |
Sales Opportunity Automation
| Opportunities |
| Opportunity Activities and Notes |
| Opportunity Value Estimation |
| Sales Pipeline Tracking |
| Automatic Conversion of Opportunity to Invoice |
Order Fullfilment and Invoicing
| Cash Invoices |
| Commercial/Export Invoices |
| Credit Notes |
| Customer Refunds |
| Delivery Slips |
| Electronic Documents in PDF |
| Foreign Currency Invoices |
| Invoices (Tax and Non-Tax) |
| Joint Capture Window For All Sales Documents |
| Order and Quote Activities and Notes |
| Order Confirmations |
| Payments With Automatic Invoice Matching |
| Proforma Invoices |
| Quotes |
| Quote to Sales Order |
| Sales Orders |
| Sales Returns |
Contract Management
| Contracts for Progressive Invoicing (Sales Contracts) |
| Contracts for Recurring Invoicing (Subscription Contracts) |
| Contract Activity Tracking |
| Document Attachments |
| Initial Pro-Rata Invoicing |
| Multiple Invoice Cycles (Job Schedules) |
| Once-Off (Ad-Hoc) Contract Invoicing |
| Scheduled Recurring Contract Invoicing |
Campaigns and Marketing
| Campaigns |
| Campaign Analysis |
| Campaigns Linked to Mass Communication (mass e-mailing) |
| Customised Datasets (sub-set of customers, suppliers or contacts) |
| Customer and Contact Dataset Export for Local Mail Merge |
| E-mail Templates (HTML/Plain Text) |
| E-mail Tracking |
| Mass Communication by E-mail |
| Stand-Alone E-mail Address Lists for Mass E-mailing |
Commission and Bonus
| Personal Commissions |
| Commission By Invoice or By Item |
| Commission Calculated From Sales, Gross Profit or Units Sold |
| Commission Payable on Invoice or Payment |
| Personal Bonuses |
| Bonus Calculated From Sales, Gross Profit or Units Sold |
| Bonus Earnings Carried Forward to new Bonus Period |
| Bonus Earnings Expiry |
Customer Service and Support
| Call Center with Trouble Tickets |
| Knowledgebase |
| Service Cases |
| Automatic Service Case Invoicing |
| Service Case Activity Tracking |
| Service Case Employee Assignment |
Contacts
| Contact Activities and Events |
| Contact Details |
| Contact Notes |
| E-mailing of Documents to Contact |
| Integrated with Skype |
| Linked to Customer or Supplier |
| Skype (internet telephony) your contacts directly from SMARTEDGE |
Items
| Barcodes and alterntive item codes |
| Default Sales and Credit Accounts |
| Discount Matrix |
| Foreign Currency Prices |
| Images Upload |
| Item Brands |
| Item Groups |
| Item Categories |
| Minimum Sales Price Control |
| Multiple Sales Prices |
| Produce PDF Datasheets Using Images and Item Characteristics |
| Prompt for Cost Price on Invoices |
| Sales Statistics by Items, Customisable Data Presentation |
| Standard Cost Price (last cost price) |
| Service Item (and non-stock product) |
| Variable Decimal Scale for both quantity and price |
Company Implementation
| Company Preferences for Customised Set Up |
| Company Letterhead for Merging with Business Documents |
| PDF Documents (invoices, quotes, purchase orders etc.) |
| Company Logo |
| User Roles |
| Five-Tier Security Protection |
| Presentation Preferences |
| Import Customers, Suppliers and Products |
| Export Reports To Desktop Applications |
| Datasets (highly customisable sub-sets of customer, suppliers, contacts or items) |
| Software Upgrades and Maintenance |
| Automatic Daily Backups |
| 24 hour, 7 days a week monitoring |
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