Automated Email and Faxing
Eliminates the need for external emails and faxes by providing the capability to send them directly for any quotes, purchase or sales orders, invoices, reports (including graphical forms), and more
Document Imaging Feature
Scans paper documents and converts them to digital files for later reference and use, mitigating challenges and problems associated with paperwork such as storage, loss, and damage
Enterprise Address Book
Supplies comprehensive organization and contact information for the entire system, managing sales prospects, customers, vendors, inventory owners, employees, and anyone else associated with business operations, in a format that provides quick access to any needed detail
Import – Export Manager
Facilitates the transfer of information to and from the system, enabling data to be brought in from legacy software during setup, or to be updated from currently deployed third-party applications; exports information as needed for use in external reports, spreadsheets, or print jobs such as mailing labels
System Manager and Security
Provides the command center for the system, with access to configuration and security settings, customization preferences, and informative reports for use by administrators to manage its use and performance
Telephony – Phone System Integration
Interfaces directly with phone systems to allow for note-taking and task creation for any incoming or outgoing calls