SunbaseData CRM Software Features

(CRM)

Customer Relationship Manager

Capture, manage, and keep your sales opportunities and customer details highly-organized and accessible at all times using cloud-based CRM software. Boosts productivity with a customer management system that offers data fields relevant for you service-based business.

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Also, we have version a for MOBILE

helping business grow

More Tools For Your Industry

At Sunbase, we are constantly developing our software based on customer feedback to ensure you have the best tool at your disposal to be more efficient and grow your business.

Job Board

See all of your jobs in one visual display.

Making sure that no job is lost or forgotten about. You can even use the job board on your morning sales meeting making sure everything is humming along.

GPS Tracking & LiveMap

GPS Tracking & LiveMap

See all active appointments, service calls for the day on the map Can change the status of the driver and the vehicle will change colors Easily switch territories and recenter the map

Attach Files to a Record

Attach Files to a Record

This function streamlines sharing directly from the field with the office associated with the customer or the job. This tool makes tracking everything and associating it with the right job or customer easier than ever.
Training

Proposal Generator

Proposal Generator

Using this tool, users can load templates of their custom proposals and the system will auto-fill the template with the relevant customer details including attachments as necessary with a single click.

Visual Sales Board

Visual Sales Board

Oversee your sales pipeline with greater visibility using the sales board feature. With the sales board tool, users are able to create any number of stages to their sales process and view leads in an enhanced visual format.

Sales Pipeline Segmentation

Sales Pipeline Segmentation

A major benefit of dividing the sales process is that it allows for more in-depth reporting such as best lead source, cost per lead, appointment, and customer, etc.

Digital E- Signing & Signature Requests

E-Signature tools are great however they are often expensive and hard to integrate throughout your business.

Subheading

Our E-Signature feature is integrated with our client portal as well.  Push digital forms to a client through our portal for them to digitally sign.  As soon as the signature is saved the sales rep will be notified so they can continue processing the paperwork.

Subheading

Easily create your own templates with our visual editor Specify what to populate the field with (if applicable) Add up to 8 signature per form Export form to PDF file for convenience All forms are associated with record (ie: customer/job)

helping business grow

Project Management

In cursus turpis massa tincidunt dui.

MyDay is our project management tool. We did not like the fact that things got lost in email. We decomposed most email as, Notifications, Tasks, and, Updates. MyDay was an effort to create an alternative to some of that noise.

  • Create tasks/subtasks and assign them to people
  • Monitor tasks to see when they are completed
  • Reduce the noise that comes from an email

Have a project in the works?

Get in touch with our expert team.
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