Email, Documents and Activities
- Email Integration
- Calendar Integration
- Desk Ticket Management
- Document Storage
- Activity Management
Lead and Quote Management
- Lead Database
- Contact Lists
- Proposal / Quotes
- Instant Credit Card Payments
Stock and Inventory Management
- Product/Service Database
- Price Books
- Inventory Control
- Multiple Warehouses
- Returns and Warranty Management
- Purchase Order Templates
- Purchase Order Management
Configuration
- Create Custom Forms
- Create Custom Modules/Fields
- Hide and Show Fields based on logic
- Automated Workflows
- Process Management
- Create Custom Mobile Apps
Integrations to other Apps
- Telephony Integration
- Google Integration
- Office 365 Integration
- Xero Integration (provided by SOS)
- Dropbox Integration
- Custom API’s and Integrations
- Plus many other available integrations
Marketing
- Social Media Integration
- Marketing EDM Campaigns
- SMS Campaigns (via app)
- Online Surveys
- Website Analytics
- Online Presentations/Meetings
- Online Chat Integration
- Integrated Website Forms
Job, Project and Invoice Management
- Job Pipelines
- Project Management Tools
- Gantt Charts/Utilisation Reports
- Site Reports / Inspections
- Asset Allocation
- Materials and Parts
- Timesheet Management
- Invoice Management
- Purchase Order Management
Reports Dashboards
- Simple Report Builder
- Comprehensive Reports
- Custom Dashboards
- Database Warehouse
- Report Schedules
Training & Support
- SOS Phone Support/Training
- Custom Staff Portal
- Zoho Help Videos
- Zoho Chat Support
- Dropbox Integration
- Zoho Community Forum
Security
- 2 Factor Authentication
- Advanced User Permissions (Fields, Page, Navigation, Functions)
- Full Audit Trail