I've coded 100's of applications over a 20 year career. Below are some examples of features clients have requested, many often sit within a larger system with all the supporting features you'd expect.
It's far from exhaustive, if you've got something specific in mind, let me know.
Key metric dashboards
Single dashboard giving you a summary of your business's health
- Select which key metrics you want
- Updated in real time
- Plan your day based on actual data
- Spot trends early
- Identify what's working and what's not
Enquiries
Add and manage enquiries from customer.
- Track customer enquires
- Collect the right information
- Make sure nothing is lost
- Assign to a team member
- Make follow ups easy
- See history of enquires
- Automatically add enquiries from your website
Quotes
Raise quotes against your customers and issue with a consistent look and feel using your existing business graphics
Set prices, select products and because it's all tailored to you, maybe consider options like
- Notes automatically added on quotes for specific clients
- Use line items, or just narrative based descriptive quotes
- Automatic follow-up reminders
- Let your clients to view their quotes online
- Define and set statuses
- Switch from clients/customers to their quotes
- Progress quotes to sales order
Customers
Manage and grow your customers.
- Collect accurate customer details
- Build a marketing list
- Add notes you can pull up when contacting your customers
- Add warnings to appear when raising quotes/enquiries
- Upload and keep customer documents
- See history of customer jobs
Team members
Manage team members access.
- Give team members access to the system
- Assign actions to team members
- Have your team contact details in a single shared location
- If someone's unavailable, easily re-assign their work
- Let team members customer their profiles
Team member activity
Track activity and history
- See how team members are using the system
- Give team members access to their history
- See what someone's working on if they're unavailable
- Track down changes
Other common features
Examples of other features, if there's something else you've got in mind, just ask
- Purchase orders
- Sales orders
- Order pipelines
- Complex quote systems
- Warehouse management
- Reference data management
