SunbaseData CRM Software Features
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
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.
Digital E- Signing & Signature Requests
E-Signature tools are great however they are often expensive and hard to integrate throughout your business.
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.
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)
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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.