Best ERP Software for HVAC, Plumbing, Field Service Businesses
Track all sales and expenses by marketing campaign. Compare and analyze marketing campaigns to continue what works and stop what doesnāt, maximizing your marketing budget.Ā
This system works hand-in-hand with the Sales Lead Management system to align marketing efforts to sales territories and specific individuals in order to improve accountability.Ā
Perform very sophisticated queries on your contact database to reveal precise marketing and sales leads. You can perform multi-level searches based on prospect type, department, sales person assigned, geography, purchase history (comprehensive), spending, service agreement activity, credit, and much more. Save queries for later use. Easily export the query to Mail Chimp or your favorite email marketing system. You may also use the list to perform mail merges straight into MS Word or MS Outlook.
Enter complete descriptions regarding all marketing efforts. Assign phone numbers to your marketing methods. Monitor all advertising and marketing data points in one place. No longer hunt around, piecing together different bits of information.Ā
Design sales and marketing letters, perform mail merges that go way beyond simple contact information, and print or email.Ā Ā
Open the Sales Lead Manager, sort, and view every sales opportunity in the sales funnel.
Accessing Finance Charges
Itās easy to create a list of people to assess finance charges to. There are many different options on calculation methods.
VIP Exclusions
You can easily exclude VIPs such as friends and family from receiving a statement, past due notice, or being accessed finance charges.
A/R Reports
Total Office Manager’s vast array of reports allows you to see extensive details regarding who owes you and when the money is due.
Multiple Payment Methods
You can add a primary and secondary default payment method. Strong encryption is used to protect credit cards, and security codes are not stored. Batch credit card and ACH processing is available.
Report Designer
Estimates, invoices, sales, and statements can be created using any of our dozen or more templates. You can also modify a template or create a report from scratch using our powerful, yet easy to use, report designer.
Highly Detailed History
Total Office Manager has the ability to show you a single vendor’s history in one easy-to-use location. View your pending purchases, previous purchases, bills paid, bills due, checks written, and items received. You can right click on an item to view a complete history of that item, including a list of every purchase and every sale.
Detailed Reports
We include lots of reports so that you can see exactly whatās going on with each item. Most reports can be customized or tailored to one degree or another. There are dozens of ways to search for items and item activity.
Point of Sale (POS)
By combining all of the power of Total Office Manager with a cash register, POS Light will allow contractors and service companies to better manage their over-the-counter sales in a retail store environment. Users will be able to use an inexpensive computer or even repurpose one of their older computers. POS Light includes a USB cash drawer, USB credit card swipe, bar code scanner, cables, power adapter, and a special software update.
MARKETING AND SALES LEAD KEY FEATURES
MARKETING AND SALES LEAD KEY FEATURES
*Required MS Outlook, Express, or Mail, an email account, and an internet connection.
Specifications subject to change without notice.
Live Demonstrations Performed by Professionals for Free. No Obligation.
The best way to learn about Total Office Managerās marketing and sales lead management system is to attend one of our live no sales BS product demonstrations. Please contact us for more information at 913-492-9930.
Expert Training and Consulting
We offer internet based training and on-site training. We have produced a set of videos and manuals that guide you through most processes.Ā We have thousands of help articles.
Technical Support and Updates
We know that there is no substitution for being able to just pick up the telephone and talk to someone knowledgeable. Thatās why Aptora is known for its outstanding technical support.
No software is perfect and neither is Total Office Manager. The difference is that we will own up to our mistakes and fix them quickly without excuses. Aptora is very aggressive when it comes to enhancing and perfecting Total Office Manager. Updates are easily downloaded from the internet. We offer a variety of support packages to fit any need or budget.
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