Powering the agency
Go Everywhere, Do Everything Cloud-Based Sales Solutions
Break free from outdated software and you will experience the business freedom of a cloud-based software solution.
User Dashboard: Set and track your personal sales goals
Operations: Guide your projects from quote to order to shipping
Administration: Manage the business rules that power your employees
Accounting: Reconcile commissions and keep the books balanced
API Integration: Build direct connections to existing Manufacturer systems
Advanced Reporting Built to Increase Operation Efficiencies
With over 50 business reports available, you will receive real-time project data that can intelligently guide your business.
Quote Realization: Measure your team’s ability to close a job
Employee Commission: Document the sales success of your team
Order Booking: Review the status of your sales pipeline
Sales History Report: Track your Agency’s year-to-year sales goals
Invoicing: Quickly analyze your open, paid, and aging accounts
Intuitive Interface Seamlessly Guides Your Workflow
Our modern user-interface and simplified navigation will help to guide your daily management of complex projects and tight deadlines.
Quotations: Live team collaboration from initial budget through the final bid
Submittals: Quickly assemble accurate and beautiful submittal packages
Orders: Eliminate redundancy by importing quotations BOM
Shipping: Provide live tracking on your projects
Communication: Fast and seamless CRM for enhanced project management