Operations

Business workflows and processes

• Streamline administration and operations
• Setup your custom workflows and processes
• Manage and market your products online
• Manage your Customer information in one location
• Quickly and easily view, add or edit information
• Enter Customers using paper, phone, fax and in-person forms
• Setup an array of product options and transactions
• Setup custom ecommerce forms and Customer questions
• Build product websites and secure Customer areas
• Create, send and track email messages
• Generate detailed reports to view and export
• Store historical Customer, billing and product data
• Setup users with usernames, passwords and accessibility