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Benroy Business App – CRM – The #1 Selling FIleMaker CRM
Benroy - Jumpstart Your Business Solution - CRM
Unlocked FileMaker Template for your’s Custom App starting point. Application is the ideal solution to manage your Contacts, Projects, Job Orders, Estimates, Project discrepancies, Leads, Proposals, Contracts, Products, Warehouses, Incomes, Expenses, Payments, Documents, and Tasks, Events with Calendar, Timesheets. It’s the smart way to manage your business!
Compatible with FileMaker 17 thru 18
- WebDirect support for Desktop and Tablet
- iPad version (current version will be discontinued and we’ll present redesigned Tablet version in future version)
Localised for 5 additional languages:
- French, German, Spanish, Portuguese and Italian.
- English is default for development and user.
Benroy Business App’s key features:
- CRM: Organize your whole business in one place.
- Contacts and Companies management
- Calendars and activities: Individual or multi-user calendars.
- Activity Sets: Ideal feature for a perfect business process management. Prepare activity sets (Event and/or Task) and assign them easily to a Contact, Project or Sales Lead.
- Projects, Tasks and Purchase orders: Project module allows you to define projects, tasks, and roles, track project activity; assign tasks to individuals or groups; prepare purchase orders and estimates; quickly prepare invoices and track project expenses.
- Sales management and Quotes/Proposals: Track your leads and prospects, quickly prepare quote/proposal and send it to the customer. When leads are won with one click create project and track process later on.
- Product catalog, Warehouses and Inventory management: Store all your products and services, manage its prices, prepare beautiful catalogs and price-lists directly for customers. Manage multi warehouses, reorder levels, quantity on hand, etc.
- Invoices and Expenses: overview of all the buying and selling activities, all in one place. Convenient billing and mailing to customers. Calculate the cost of goods or services easily.
- Document management: Secure document storage means everyone has access to the information they need and no one can overwrite another user’s updates. Link documents to any module within the application.
- Dashboard & Reports: Dashboard will show current business status and CrossTab reports let you slice you business data in the way you like it. Chosen data can be printed, saved as PDF or exported to Excel.Integration with Google Calendar and Mailchimp.
- Integration with Google Calendar and Mailchimp.
- iPad version: All modules are prepared for using with the iPad.
- Multi-platform support: Whether you have PC or Mac computers and need a solution that works seamlessly in all platforms, including iPads for technicians and project teams or sales reps at remote locations.
- Flexible purchase and support models: Run it on your server OR host it on PCI’s servers.
- Customize and Expand: Using our development services, you can customize and expand modules and features within the application. Adjust and adapt to the growing workflow and project demands.
Please check Developer Preview page to see more under the hood.
If you’re unhappy with your purchase, no worries – we offer a 30-day money-back guarantee.