SmartPanels

A real-time view of your invoice, payment and customer situation at a glance.

There are dedicated SmartPanels for opportunities, orders, customers and invoices.

Simple Interface For Opportunities, Quotes and Invoices

With SMARTEDGE you get a simple and straight-forward interface to create opportunities, quotes and invoices. Opportunities and Quotes can seemlessly be converted to invoices without re-entering any data.

SMARTEDGE uses stages to track your sales. Therefore you only need to enter the information once. From there you simply process the sale from quote to invoice without any effort, and making changes to the quote before it is invoiced can be done withouth hassle. Simply open the quote and make the necessary changes and a revised quote document can be created and e-mailed on the fly.

One-click action to produce professional looking Quotes, Proformas, Order Confirmations, Delivery Slips and Tax Invoices in PDF format. All documents can be e-mailed to your customer, rather than printed.

Sales Pipeline

Sales Pipeline reports can be created from your opportunities where opportunity stages and probabilities are used to estimate the value of current opportunities.

Pipelines can be produced by customers or by opportunities for the next six months, allowing you to see how much business can be expected from individual sales consultants in the near future.

Contract Management

Recurring subscription sales or progressive invoicing can be handled without effort using contracts. Subscription contracts are linked to job schedules for recurring cyclical invoicing, for example monthly invoices. Sales Contracts can be progressively invoice until 100% of the contract amount has been invoiced.

Contracts can also be ad-hoc and pro-rate invoiced from the contract details window.

Customers, Contacts and Items

Store your customers and contacts for re-use. You can also create different products and services to track sales of individual items, offering you superb understanding of what you are selling and who you are selling it to.

Storing and re-using this information removes any errors that often occur if you use a manual based system, for example invoicing using Excel. It also makes you much more efficient since you can quickly and easily add products to your invoices.

Keep Track of Payments

Just as important as getting the invoice out is getting the payment in. Included in our Invoicing system is customer statements and age analysis of outstanding payments.

An easy to use interface to capture payments as you get them from customers, with the option to match the payment to an invoice. Now you know who as paid and who has not.

Tracking payments properly makes it effortless to send statements to customers, either on a regular basis or when a customer request as statement. Your business will look much more professional, and you will have more control over your money.

Service Cases

Service Cases allow you to easily track multiple service activities for a customer.

Service Cases can contain both chargeable, non-chargeable and internal services. When the case is completed it can be automatically invoiced for any chargeable items.

Templates can be stored for creating recurring service cases. If there are similar tasks being done for different customers a template can be used to create tasks automatically.

Call Center With Trouble Tickets

Tracking customer service requests is easy with SMARTEDGE. All customer request can be added as trouble tickets and subsequently invoiced automatically if the service request is chargeable.

A Trouble Ticket can contain many solutions and it can be worked on by different people. All solutions recorded on a trouble ticket are stored in your knowledge base and can be searched when capturing later trouble tickets.

Employee Incentives and Rewards

Incentives and rewards are handled automatically in SMARTEDGE. You can create commission and bonus plans for employees, and from these plans, commissions are calculated when invoices are issued.

Different commission percentages can be used for different employees. Furthermore, selected items can be excluded from commissions. Commissions and bonuses can also be granted to the team the employee belongs to and to the team leader. You can also determine whether commissions are payable upon invoicing or when payment is received.

Reporting

Easy to read reports give you full view of your quotes and invoices. The reports can be customised to view data for different time periods.

Some of the important reports you get are:

1. Opportunity List containing opportunity estimate
2. Quote and Order List containing total values for open invoices
3. Quote and Order Detail List containing item line details
4. Invoice List containing issued invoices with due dates and invoiced amount
5. Contract List containing total values for current contracts
6. Contract Detail List containing item line details

Sales and Profitability Statistics

With SMARTEDGE you can produce statistics showing total profitability, or sales and profitability by customer or products/services.

You get the following sales statistics reports:

1. Sales Totals with many grouping options
2. Total Sales by Customers
3. Detailed Sales by Customers
4. Total Sales by Items
5. Detailed Sales by Items

Appointments and Task

With SMARTEDGE you can keep track of your appointments and tasks. You can also add important notes on customers and invoices for later reference.

Appointments and task are displayed in your calendar where you can view what you need to do on a daily basis. You have the option to share calendars between employees, making it easy to schedule meetings. There are also task and appointment lists available, from where you can plan your activities.