- 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
TESTIMONIALS
The integration between Activi-T Biz and ACOMBA simplifies our management at every level. Whether it’s customer information, order tracking, or invoicing, everything transfers directly to ACOMBA effortlessly. Furthermore, thanks to this software, we can now manage appointments for both our team and our clients.
UNI-T Technologies is a highly professional software development company that perfectly meets our needs. They are proactive in adopting new technologies and always available to help us move our projects forward. A valuable and efficient collaboration. Thank you, Activi-T Biz!
At InfoMontréal, UNI-T Technologies’ ACTIVI-T BIZ software has completely revolutionized our daily operations. Everything is exceptionally well-designed and works flawlessly. It excels at managing our clients’ orders and invoicing, saving us a significant amount of time thanks to its seamless automation and intuitive interface. ACTIVI-T integrates perfectly with Acomba; the two tools work together seamlessly. Orders and work orders are automatically converted into invoices, eliminating duplicate data entry and ensuring perfect consistency in accounting data. Our employees spend far less time writing up issues on paper because ACTIVI-T centralizes everything in one place: time, expenses, projects, and budgets. This boosts our overall productivity and allows us to focus more on providing IT support to our clients.