Counter Balance Operations and Customer Relationship Management for small to large businesses.
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Management business management customer CRM software CRM fabrication software operations management

Counter Balance Description

Manage your leads, customers, orders, fabrication, services, vendors, sales personnel and cost item inventory. CounterBalance can be customized to fit your current customer and operation needs. Build custom process flows for sales and order fabrication / fulfillment with payment schedules, operation wide scheduling, custom forms/emails, inventory allocation, services management and other events. Replace your disconnected spreadsheets, file shares and calendars with Counter Balance's integrated management control that provides clean and concise decision making for your customers and associates. Clarity of each and every customer the moment you speak with them. Don't let appointments, payments and customer information slip through the cracks and waste valuable time. CounterBalance will return your focus to your operation and customers. Customize your CounterBalance system for construction, parts manufacturing, research, retail sales and more. CounterBalance allows management personnel to develop a custom system tailored to the specific needs of an operation. Develop custom process flows, payment methods, forms, access control, notification and reporting. The CounterBalance platform is as close as you will get to developing the application yourself. All of this done through common and simple user interfaces within the CounterBalance System. Everything needed to customize and maintain your CounterBalance System can be accomplished by you the end user. Give Counter Balance a try to see what it's really capable of! Main features: CRM Management Sales and Follow-Up Process Customer Information Order/Deal Information Vendors Cost Item Tracking (Inventory Allocation) Product Items Product Services Associates (Employees and External) Commissions Expense and Payment Registry Service Tracking and Managment Quick Search (Names, Phone Numbers, Addresses) Process Control Form Generation Email Generation Advertising Source Management Postal Code Territory Management Distance Scheduling Custom Reporting Data Import/Export for all CounterBalance Objects Scheduling (Month, Week, Day, Resources) Work Group and Team Appointments Payment Collections and Balances Digital Image Management and Storage Ball Park Estimates Purchase Orders Feature and Record Security (Groups & Users) Document Scanning/Storage Action Logging Notifications News Poster Word Processor Calculator

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