MyBusinessGenie

软件描述

MyBusinessGenie 是一款面向家庭服务与活动服务行业中小企业的移动及在线业务管理软件,可帮助各类供应商管理线索、项目、联系人、日历、产品目录等。

官方网站

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官方认证

www.mybusinessgenie.com

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什么是 MyBusinessGenie?

MyBusinessGenie is a sales and business management software for small businesses. The solution allows management of various aspects of business online & on tablet device, thereby enabling management of day-to-day business activities on-the-move! Manage business on-the-go:

Work offline using the App and when connected, sync the app to stay up-to-date with the administration portal Customize the look-and-feel (including logo) of the app based on your business needs

Showcase your work:

Present your portfolio of work visually using images Collaborate with customer on various concepts & ideas Present your catalog of products and services and display them visually Take a picture while on-the-field and grow your portfolio, idea or catalog collection

Create quotes & invoices:

Add items from catalog to cart and create a quote or an invoice immediately Add payment terms, client notes & private notes to quotes & invoices Get customer approval on quotes via signature on iPad Generate PDF files for quotes & invoices and email it to customer Send online link for client payments (& approval)

Capture leads & projects:

Capture leads on-the-move When a lead is closed, convert the lead into a project Capture notes associated with a project/lead

Manage expenses & income:

Manage all general expenses & project/lead expenses from the App Track all income by tracking them against a project

Manage contacts & calendar:

Manage all business contacts (individuals and companies) within the App Add contacts from your iPad address book if needed View your overall schedule within the App & online

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