CRM

A benefit rich tool set providing in-depth functions to support an efficient profitable sales and customer service environment. Easy to use search tools, quick reports, integrated mapping for Google Maps and Mappoint and sales tools for tracking quotations, opportunities for longer sales cycles, and direct ordering.

Email and Schedule

Tradepoint Email is designed to support the flexibility you need in an email application. Use Tradepoint Email as either a stand alone email application or synch with Outlook to take email with you. With POP3, IMAP and Exchange Server support you have further capability to extend email to most smart phones including iPhone's, Blackberries and Smart Devices supporting email. Tradepoint Email supports graphical signatures, HTML or text templates and options for multiple emails per profile with automatic tools for tracking outbound emails to contacts and the ability to turn incoming emails into a Task, Call, or Appointment with a one click feature from the Inbox.

Accounting

Integrated Accounting with Company Settings for preferences supporting automated processes, multiple divisions or company structures operates in the background as daily operations take place. Role based security access allows access to as much or little accounting information for Employees on the Customer or Supply side. Ideal for Ecommerce and direct sales environments with transactions happening automatically and during and after business hours, Tradepoint's integrated accounting supports fast paced business environments.

Projects

Project Management has grown to be a part of mainstream businesses keeping focus on processes with multiple steps. From installations to development projects, and strategic processes requiring outlined steps, reminders, support for team based actions, notifications, tracking billable hours, communication and other tools designed to support projects. Tradepoint's projects are integrated so the benefit comes from not only being able to build projects but to tie them to customers and other contact types but to report on projects activities. Taking this one step further, when one of our Ecommerce solutions are used projects can be shared with client and contacts through the web site adding a self-service component to project collaboration.

Document Management

Support for advanced document managment can be found throughout Tradepoint. With ability to access and search documents generally within a company, Tradepoint offers support for scanning, uploading, and using templates to creat documents through Office ir another desktop based office program. Documents can be shared with contacts through Ecommerce solutions and are also protected by security settings. Document types are supported by desktop based applications so, if a company uses .wmv files and images then they can be uploaded, revised and shared simultaneously as long as the users accessing the documents have the desktop based applications available to use those files.

Supply Side Management

Product management, Warehousing and Suppliers with purchasing fall into the Supply Side component providing capabilities supporting:

diverse product management needs

support for single or multiple warehouse needs purchasing with reordering reminders based on max/min levels assemblies for products

product costing tools price list tools multiple costing models supports most RFID barcode systems

Ecommerce ready for use with one of our Ecommerce systems Download our Product Data Sheet to learn more.

Human Resources Management

Tradepoint includes tools to manage human resources with the ability to track applicants right through to creating an Employee account with detailed preferences on security, usage, and email accounts. With support for managing assets provided to Employees and for temporary and contract workers Tradepoint includes tools for flexible work force needs.

Reporting

Reporting in Tradepoint includes quick reports found throughout Tradepoint, customizable forms and Dynamic Reporting built in My Business for a reporting solution that addreses the immediate through planned out reporting needs. Tradepoint comes with hundreds of built in reports with export tools to multiple file types, a one click email function, Service and Support agreements are annual on a per license basis. Service and Support agreements include fixes, upgrades, new versions and Customer & Techical Support. Ecommerce modules and shopping carts are sold separately.