Ready-made crm software you can buy, adapt to your process and install — with the source included.
5 products
Coordinates shifts across sites and flags gaps before they happen including bulk import from CSV and a migration checklist.
Issues invoices, chases payment and reconciles the bank feed and integrates with the accounting package already in use.
Routes deliveries and gives drivers a single job list and works offline, syncing when the connection returns.
Handles appointments, reminders and cancellations with role-based access for admins, staff and read-only auditors.
Publishes a catalogue and takes orders online including a customer portal and email notifications.