SalesPad ERP

SalesPad ERP Overview

License: Per concurrent user

SalesPad ERP delivers an all-in-one order entry, CRM, and sales management solution to integrate seamlessly with your Intuit QuickBooks data. SalesPad ERP was designed for speed and scalability to allow your business to optimize QuickBooks for accounting as your company grows.

Product Features

Application Design

Tabbed interface
User fields and screen customization
SQL Server for scalability and performance
Users, groups, and role permission security
Names, contacts, and addresses
Add, change, delete, and export
Audit trail
Previous purchases, Accounts Receivable, popup note, CRM, and more
Item kitting (groups and assemblies)
Unlimited user fields
Item graphs

Inventory

Item notes

QuickBooks Integration

Inventory lookup
Unlimited user fields
Single integration machine running QuickBooks
Item resource and document uploads
Customer, sales, vendor, PO inventory
Users work outside of QuickBooks
Integration reports and scheduled intervals
Non-essential data is kept out of QuickBooks

Sales Workflow

Sales monitor
Workflow rules
Backorder management
Alerts and approval
eCommerce and EDI queues
Batch processing
Document transfers, splitting, and posting
Print, email, and fax documents
Audit trail
Estimates, orders, invoices, and credit memos

SalesPad ERP Vendors

Names, contacts, and addresses
Add, change, delete, and export
Audit trail
POs and CRM
Unlimited user fields

Purchasing

Add, change, delete, and export
Audit trail
SOP to POP links
Create from a sales order
Purchase advisor
Purchase monitor

Reporting

Interactive sales analysis
Dashboard designer and view
Customer, vendor, and item performance graphs
Grid reports
Marketing and sales campaigns

Add On Products

Prospects, opportunities, and interactions (CRM notes and scheduled tasks)
SalesPad Mobile
SalesPad Today calendar
Funnel management
Email Add-In
Unlimited user fields
MobileBoards
CardControl
ShipCenter