- Management of Work orders with time and materials input
- Management of quotations and client orders with time and materials input
- Link in Real Time with accounting software Inventory
- Integration of pricing and taxation rules as defined in the accounting software for products and clients
- Invoicing of work orders and client orders with transfer to accounting software.
ACTIVI-T BIZ, Customer Relationship Management (CRM)
- Management of clients informations
- Information fields customizable to your needs
- Management of recall dates by clients and employees
- Management of notes by clients
- Manage multiple contacts by clients
- Advanced search tools for your customers, + 40 available search fields
- Research based on your customers’ purchases and turnover (only with Avantage)
- Search, view and print client invoices
- Management of electronic documents for your clients
- Create customized letters and mailings by merging MS Words documents with your data
And more
- ACTIVI-T BIZ offers you a complete module for managing calendars, client appointments and reservations (conference rooms or other equipment)
- ACTIVI-T BIZ has access security management for groups of users
- ACTIVI-T BIZ can integrate with AVANTAGE and ACOMBA accounting softwares