for small businesses & large enterprises
out of the "box" or customised
OnDemand Cloud CRM
- Reach sales targets using dBiz to manage clients and increase productivity
- dBiz is the CRM and Middle Tier of choice for small businesses and large enterprises alike.
- With implementations across a range of industries for a range of companies from the very small to the very large, dBiz can be used out of the "box" or customised to suit any requirement and systems integration.
- Record critical customer information using your tablet or desktop computer.
- Track client activity using "Notes".
- Don't let a lead or prospect go cold using "Follow Ups".
- Safely store external information using "File Attachments".
- Merge customer information with documents you have created in the "Developer" environment. Merge to screen, PDF or email.
- Create and track client invoices.
- Print to screen or email from your dBiz email address at the click of a button.
- Track orders and payments.
- Let the system automatically create invoices for recurring services.
- Let the system email them if you wish or manage them yourself.
- Easily configure billing cycles and lead times.
- Add and edit Products that you sell.
- Configure product types and categories.
- Configure recurring services and their billing cycles.
- Use powerful HTML and CSS editors.
- Code using plain HTML and the powerful Razor syntax.
- Insert client, company and invoice merge fields.
- View Sales, HR and Finance reports
- Record Company Announcements.
- Record Company Events.
- Save Important Company Documents.
- Record important web links that the company uses.
- Maintain Staff company details.
- Maintain Staff personal details.
- Maintain Staff status.
- Maintain company details.
- Maintain login security requirements.
- Client Custom Fields
- Product Types
- Billing Cycles
- Text Resources
- Employee Roles
- Employee Departments